Lennox Capital expands availability of leading Microcap Fund

The following was produced and published by Adviser Voice on 04 March 2021.

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 Lonsec^[1] and Recommended by Zenith^[2]. 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.

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[1] The rating issued August 2020 for Lennox Australian Microcap Fund is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.
[2] The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned February 2020 – Lennox Australian Microcap Fund) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines