Categories for Uncategorized
Responsible Entity Notice to Investors
Celeste Australian Small Companies Fund – Product Disclosure Statement (PDS) Notification of Reduction in Management Fee (from 1.2% p.a. to 1.1% p.a.); Changes to Fund Objective & Portfolio Metrics
Download here
Monthly Update – October 2019
Download here
Quarterly Newsletter – What is driving our high electricity prices?
Download here
Monthly Update – September 2019
Download here
What’s happening in Small Caps?
https://www.zurich.com.au/advisers/news/articles/what-is-happening-in-small-caps.html
Scheme Financial Statements
Download here
Under The Radar Report (Issue 363)
Frank Villante speaks to Under the Radar on small caps and what makes a successful investor.
Read More
Celeste upgraded in the latest FE/Fundinfo Crown Ratings
The Celeste Australian Australian Small Companies Fund has been upgraded from two Crowns in February to five Crowns.
Read More
Monthly Update – August 2019
Download here
Strategic partnership with Zurich Life & Investments
The team at Celeste are looking forward to building a mutually beneficial partnership with Zurich Investments to grow the Celeste Australian Small Companies Fund, delivering absolute and relative long-term tax effective returns from a portfolio of quality small companies.