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Lennox Australian Small Companies Fund Header ARSN 617 995 918 APIR HOW3590AU Monthly Fact Sheet December 2023 3 month %1 year %3 years % p.a5 years % p.aInception % p.a2Fund return (net)7.4721.932.438.239.20S&P/ASX
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01
Open the Lennox Australian Small Companies application form.
02
Read all the instructions and guidelines carefully before filling out the form.
03
Enter your personal information such as name, address, contact details, etc.
04
Provide information about your current employment status and previous work experience.
05
Answer questions related to your investment knowledge and risk tolerance.
06
Fill in the details of your financial assets and liabilities.
07
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Submit the completed form through the designated submission method specified in the application.

Who needs lennox australian small companies?

01
Individual investors who are looking to invest in Australian small companies.
02
Investors who prefer a professionally managed fund that focuses on the Australian small companies sector.
03
Investors who want to diversify their portfolio with exposure to this specific market segment.
04
People with a long-term investment horizon and who can tolerate the risks associated with small companies.
05
Investors who have conducted their research and believe in the growth potential of Australian small companies.
06
Individuals who meet the eligibility criteria set by Lennox for investing in their Australian Small Companies fund.
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Lennox Australian Small Companies refers to a category of investment funds or portfolios that focus on small-cap Australian companies, typically characterized by high growth potential and increased volatility compared to larger firms.
Investors and fund managers who manage or invest in Lennox Australian Small Companies are typically required to file relevant financial reports and disclosures as per regulatory requirements in Australia.
Filling out Lennox Australian Small Companies would involve providing detailed information about the financial performance, holdings, and overall strategy of the companies within the portfolio, usually following specific reporting standards.
The purpose of Lennox Australian Small Companies is to provide investors access to high-growth potential small-cap companies in Australia, helping to diversify portfolios and potentially achieve higher returns.
Reporting must include financial statements, company performance metrics, investment strategy, risks, and changes in the portfolio holdings, as well as compliance with relevant legislation.
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