FiveRock Opportunities Trust
An actively managed Australian small-cap portfolio built on discipline, research and alignment.
Monthly unit price
Net return since inception
Cumulative return since inception
Inception
Investing alongside our clients in quality Australian small cap companies.
The FiveRock Opportunities Trust is an Australian wholesale (unregistered) managed investment scheme investing in ASX-listed small-cap companies — those outside the S&P/ASX 100 Index.
The Trust aims to deliver long-term returns above the S&P/ASX Small Ordinaries Accumulation Index through a disciplined, research-driven investment process.
The portfolio typically holds between 30 and 70 companies that meet FiveRock’s definition of quality — businesses with durable earnings, capable management, sound balance sheets and attractive long-term prospects, acquired at reasonable valuations. Each investment is selected using the same rigorous research framework applied consistently since inception.
Since inception, the portfolio has delivered strong outperformance versus the benchmark index across varying market conditions, reflecting the experience and discipline of the FiveRock investment team.
We invest alongside our clients, reinforcing genuine alignment and a shared long-term perspective. To learn more or apply directly, please visit the link below.
Fund performance.
Growth of $100,000 since inception.
Fund details.
The information provided is general in nature and does not take into account your personal objectives, financial situation or needs. Before making any investment decision, you should consider whether it is appropriate to your circumstances and seek professional advice. Past performance is not a reliable indicator of future results.
Invest with conviction.
We aim to protect and grow investor capital through disciplined research, quality-focused decision-making, and a long-term perspective. Every investment reflects our commitment to thoughtful stewardship and genuine alignment with our clients’ goals.
