Small and mid caps

We would like to diversify our SMSF portfolio to include some small/mid cap shares as the sector has performed better than the top 20.

Can you please give me your view on Microequities Deep Value Microcap Fund.

If in your opinion there are other similar funds, please inform me of the same.

A: Thanks for the question.

Microequities Deep Value Microcap Fund has an absolutely extraordinary track record. It is investing in microcaps only – stocks with market capitalization less than $250m. This is not just ex 20 stocks – these are stocks outside the top 300 or so listed ASX companies. You might also want to consider the listed investment company, Contango Microcap Ltd (CTN).


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