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ii Super 60 - ASI Global Smaller Companies

ii Super 60 investments

ii Super 60 investments:
ASI Global Smaller Companies

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Asset Group Asset Sub-Group Investment Category
Equities Global equities Smaller company

Selection rationale:
ASI Global Smaller Companies is a concentrated portfolio of about 50 high-quality, sustainable growth businesses. The stock selection process leverages the group’s ‘focus on change’ investment philosophy.

The fund leverages the group’s ‘matrix’ investment approach – a powerful proprietary quant model and analytical resource alongside the fund’s well-structured and disciplined approach. The quantitative screen aims to identify smaller companies from around the globe, including emerging markets, that have the best growth prospects. It ranks 6,000 companies it believes have been mispriced by the market, aiming to identify those with proven and sustainable business models, recurring revenues and quality earnings streams.

It was announced in late June that Alan Rowsell, the fund’s manager since inception in 2012, is stepping down from the fund. Veteran investor Harry Nimmo, who was co-manager of the fund at inception, has been re-instated (having stood down in December 2016) as co-manager of ASI Global Smaller Companies alongside Kirsty Desson, the existing co-manager. As the investment process will remain unchanged, and with Harry Nimmo returning to co-manage the fund, we continue to have conviction.

October 2020

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Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.