INVESTMENT REPORTS
MONTHLY REPORTS
RESEARCH INSIGHTS
FY24 Small Companies Earnings Season Observations
Australian Small Companies 2024 Mid-Year Outlook
Flinders Investment Partners – Our Approach to Investing in Australian Small Companies, January 2024
Australian Small Companies 2024 Market Outlook, December 2023
Small-cap shares set to soar, November 2023
Two small companies positioned for above average returns, October 2023
Australian Small Companies – Market Outlook 2023, December 2022
Small Caps – Why now might be the time to consider an allocation, June 2022
Small Companies IPO Activity in 2021, December 2021
Actively Managed Small Caps are a Core Portfolio Holding, October 2021
4DMedical – Providing Unprecedented Insights Into Lung Diseases, July 2021
ESG and Investing in Small Caps, June 2021
Growth vs Value in the Australian Small Cap Market – FY19 Update, July 2019
Active Management in Australian Small Companies – Skill vs Style, April 2019
Bingo Industries – A Case Study, February 2019
Active Manager Skill in Australian Small Companies, February 2019
You don’t have to pay up for growth in the Australian Small Cap Market, January 2018
Growth vs Value in the Australian Small Cap Market (Updated), January 2018
Growth vs Value in the Australian Small Cap Market, April 2017
NEWS AND ANNOUNCEMENTS
Stay up to date with the latest announcements, media releases and news about Flinders
RESEARCH RATINGS
Flinders Emerging Companies Fund has been assessed and rated by the following independent research firms.
Rated September 2024
Rated February 2024
For more information on fund ratings, please contact us.
Please note that report details can only be given to organisations with an Australian Financial Services License, or their Authorised Representatives.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned ETL0449AU February 2024) referred to in this piece 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, including target markets of financial products, where applicable, 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 Fund Research Regulatory Guidelines.
The rating issued September 2024 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. © 2023 Lonsec. All rights reserved.