Separately Managed Portfolios

Peak Smaller Companies Model

The Peak Smaller Companies Model is designed for growth opportunities by holding stocks that are under-recognised in the global marketplace, allowing investors to reap gains before mutual funds invest.

The Peak Investment Partners Smaller Companies Model is a separately managed account (SMA) actively managed by Peak Investment Partners (Peak). SMAs are professionally managed portfolios of direct shares where the investor receives beneficial ownership of the underlying securities.

Monthly Performance Report

Portfolio Details

Model Inception

09/08/2012

Benchmark

S&P/ASX Small Ordinaries Accumulation Index

Number of Stocks

15–30

Investment Horizon

Over 5 years

Authorised Investments

Australian Shares and Cash

Investor profile

The Smaller Companies Model is designed for investors who:

Seek prospects for capital growth with some income

Have a medium to long-term investment horizon

Accept the risk of significant share price fluctuations

Performance

Performance to

February 28, 2023

Past performance is not a reliable indicator of future performance. While above returns and the chart below are from the model portfolio within Praemium before fees, they are not the actual performance but indicative of the portfolio performance in Praemium before fees.

© 2022 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorised representative of Peak Investment Holdings Pty Ltd (ABN 17 118 685 993) who holds an Australian Financial Services Licence No.304008. This document provides general information only and is not intended to be a recommendation to invest in any product or financial service mentioned above. The general information in this document has been prepared without reference to any recipient’s objectives, financial situation or needs. Before making any financial investment decisions we recommend recipients obtain legal and taxation advice appropriate to their particular needs. Please consult the Peak Financial Services Guide for information regarding the Smaller Companies Model Portfolio.