Fund Overview

This statement was last updated on 16th July 2025

The Tadpoles Capital Fund is a student-managed, Australia-focused investment fund built to deliver disciplined, risk-conscious returns that outperform the ASX 200.

Fund Objective

Tadpoles Capital seeks to outperform the ASX 200 by 1–2% annually through a structured, long-term investment strategy. Our fund offers access to diversified Australian equities and ETFs in a single, well-managed vehicle — ideal for investors seeking clarity, control, and consistent performance.

Strategy and Investment Philosphy

We focus on Australian-listed stocks and ETFs, building a portfolio that is:

Broadly diversified across industries
Regularly rebalanced to maintain long-term allocation targets
Passive by design — no overtrading or speculation
Designed to minimise emotional investing and timing errors

Our philosophy: keep it simple, transparent, and consistent.

Benchmark

The fund is benchmarked against the S&P/ASX 200 Index.

Our goal is to exceed the performance of this index by 1–2% annually.

Withdrawls and Liquidity

To ensure consistency and minimize churn, the fund operates on a bi-annual withdrawal cycle. Investors may redeem units in:

June
December

Requests must be submitted at least 14 days before each withdrawal window.

Fund Structure

At this stage, Tadpoles Capital operates a single managed fund under a unit trust structure. All investor capital is pooled and managed collectively using our unified investment strategy. This allows for simplicity, scale, and better risk control.

Target Investors

This fund is ideal for:

First-time investors or professionals aged 25–40
Anyone seeking a passive, long-term investment
Those who want exposure to Australian assets without managing their own portfolio
Investors willing to accept moderate market fluctuations

Minimum investment: $1,000

Risk Profile: Moderate

The Tadpoles Capital Fund is rated as Moderate Risk, meaning it is best suited to long-term investors who can tolerate occasional fluctuations in value. Our portfolio is diversified to reduce volatility, but as with any equity-focused investment, performance can vary based on broader market conditions.

Key Risk Factors:

Exposure to stock market movements (systematic risk)
Australian economic cycles and sector performance
No capital guarantee — investment values may rise and fall

How We Manage Risk:

Strategic asset allocation
No leverage or derivatives
Regular rebalancing
Liquidity controls (bi-annual withdrawal model)

Enquire Now

For any further questions, queries, or concerns, please feel free to contact us.

management@tadpolescapital.com