Lennox Capital expands availability of leading microcap fund

by | Mar 17, 2021 | IN THE MEDIA

The Lennox Australian Microcap Fund (Fund), which in 2020 recorded an annual active return of 36.19%* after fees over its benchmark, S&P/ASX Small Ordinaries Accumulation Index, has been added to the BT Panorama and BT Wrap investment platforms, significantly increasing its accessibility to retail investors.

The Lennox Capital Partners managed fund provides investors with exposure to a portfolio of between 20 and 40 actively managed, style-agnostic microcap equities. It aims to identify companies with compelling medium-term valuations it believes will outperform. Celebrating the 3 year anniversary of the Fund, since inception it has delivered an active return of 11.86% p.a.* after fees as at 31 January 2021.

Lennox Capital Partners Principal and Portfolio Manager James Dougherty said the addition to BT Wrap and BT Panorama platforms capped a very strong year for the Fund, despite difficult conditions.

“We are pleased to bring the Lennox Australian Microcap Fund to the thousands of Australian investors and financial advisers who use the BT Panorama and BT Wrap platforms”.

“The fundamental analysis and in-depth research underpinning our microcap strategy has provided investors with outstanding returns, and we’re excited to be able to bring those benefits to a greater number of Australians,” he said.

The Fund is rated Highly Recommended by Lonsec1 and Recommended by Zenith. Lennox Capital Partners is supported by Challenger Limited subsidiary Fidante Partners, which forms long term alliances with talented investment teams to support and grow specialist investment management businesses.