Australian Equities

Ironbark Infinity SMID Australian Equity Fund

The Fund seeks to outperform the S&P/ASX Mid Small Cap (TR) Index over rolling three-year periods before fees.

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Overview

Notice of Investment Manager Change: Effective 1 July 2026, the Ironbark Renaissance Australian Small Companies Fund has been repositioned and renamed the Ironbark Infinity SMID Australian Equity Fund with Infinity Asset Management Pty Ltd appointed as investment manager. Read the full Investor Notice.


Managed by Infinity Asset Management’s experienced Australian Equities Team, the Fund aims to deliver long-term capital growth through a concentrated portfolio of approximately 20-25 ASX-listed small to mid-capitalisation (SMID) companies, constructed through a combination of top-down macroeconomic insights and rigorous bottom-up fundamental research.

Employing a Growth at a Reasonable Price (GARP) philosophy with a quality bias, the Fund aims to invest in high-quality SMID businesses capable of delivering sustainable earnings growth while maintaining valuation discipline. Infinity’s investment philosophy favours companies with strong management teams, sound balance sheets, competitive advantages, and long growth runways, while retaining the flexibility to invest across sectors and market environments where compelling risk-adjusted opportunities exist.

Underpinned by a combination of top-down macroeconomic insights and rigorous bottom-up fundamental research, the investment process emphasises business quality, earnings conviction, valuation discipline, and clearly defined catalysts, supported by ongoing portfolio monitoring and risk management.
 


Any investment is subject to risk, including the possible loss of all capital invested. We have provided details of the risks that may affect any investment in this Fund in the Product Disclosure Statement (PDS). The PDS and other documents are available in the ‘Resources’ section of this page.

Infinity Asset Management is an Australian investment firm founded in 2015, with an experienced team delivering disciplined Australian equities strategies using macro insights and fundamental stock selection.

Key features

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Growth at a Reasonable Price

Offers exposure to high-quality ASX-listed SMID companies capable of delivering sustainable earnings growth, while maintaining valuation discipline.

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High Conviction Alpha Generation

A concentrated, high-conviction portfolio of 20–25 holdings where bottom-up research and top-down macro and thematic insights help to drive long-term alpha generation.

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Experienced Team, Proven Results

Managed by an experienced Australian equities team with a 10-year track record, having navigated multiple market cycles.

Fund facts

About the fund

Fund name Ironbark Infinity SMID Australian Equity Fund
APIR PAT0002AU
ARSN 114 291 486
Benchmark S&P/ASX Mid Small Cap (TR) Index
Inception date
Number of holdings 20-25
Minimum initial investment $10,000
Suggested investment timeframe 5 to 7 years
Distribution frequency Semi-Annually

Fees

Management fees & costs 1.1975% p.a.
Performance fees 0.4412% p.a. of the NAV of the Fund

For a full breakdown of fees and costs, please refer to the Product Disclosure Statement.

Research ratings

Lonsec On hold
Zenith On hold

Unit pricing & distributions

Unit prices

UNIT PRICES AS AT 30 JUN 2026
Application price 3.3944 AUD
Withdrawal price 3.4081 AUD
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Initial applications can be made online by clicking the relevant link below. Or for more information on how to invest in our Funds, please click here.

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Important information

Issued by Ironbark Asset Management (Fund Services) Limited ABN 63 116 232 154 AFSL 298626, trading as Ironbark Investment Solutions (Ironbark).

Ironbark is the Responsible Entity for the Fund referred to on this page. You should consider the target market determination (TMD) and Product Disclosure Document (PDS) for the Fund before deciding whether to acquire or continue to hold an investment in the Fund. This webpage contains general information only and is not intended to represent specific investment or professional advice. It does not consider your personal financial circumstances, objectives or needs. Before making an investment decision, you should assess whether the material is appropriate for you and consider seeking financial advice. This material is for informational purposes only and does not constitute a recommendation, offer, invitation, or solicitation to make any investment in the Fund. Ironbark believes that the information provided is correct as at the time of compilation. However, no warranty of accuracy or reliability is given, and Ironbark accepts no liability arising because of any errors or omissions in the material provided. To the extent permitted by law, Ironbark and its representatives are not liable for any loss or damage arising as a result of reliance placed on the contents of this page. Any investment is subject to risk, including delays on the payment of withdrawal proceeds and the possible loss of all capital invested. While any forecasts, estimates and opinions provided in this material are made on a reasonable basis, actual future results may differ materially. This webpage may contain references to third parties which Ironbark does not own or control. These references do not imply Ironbark’s support, endorsement or recommendation of any other company, product or service provided by any third party. This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. No part of this material may be reproduced or distributed in any manner without the prior written permission of Ironbark.