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Showing 11 - 20 of 38 results for "Small Ordinaries Index"

Boutique to launch flagship fund

JAMIE WILLIAMSON  |  TUESDAY, 3 SEP 2019
... caps investing. The Blue Orbit Australian Small Caps Systematic Alpha Fund is benchmarked to the S&P/ASX Small Ordinaries Index and will hold about 85 stocks in total. The Active Share sits at about 50% while the tracking error is currently around 4%. ...

Mercer unveils best-performing Aussie equity funds

KARREN VERGARA  |  FRIDAY, 19 JUL 2019
... Resmed). Out of the major Australian equity indices, the S&P/ASX 50 delivered the highest returns, while the Small Ordinaries Index had the weakest returns. The March quarter showed the opposite results, Vrkic said, noting there has been some rotation ...

Chief economist update: Australian bull market here we come

BENJAMIN ONG  |  THURSDAY, 13 JUN 2019
... capitalisation stocks registering strong gains. The S&P/ASX 100 index has risen by 7.8% so far this year and the Small Ordinaries index has rallied by 18.1%. Not long now before the rally becomes a bull market - just another 1.8% gain in the All Ords ...

Pinnacle boutique launches $250m LIC offer

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
... (SEC), which will invest in a portfolio of small and micro-cap companies and aims to outperform the S&P/ASX Small Ordinaries Index on a rolling three-to-five-year basis. As a reference, the Spheria Australian Smaller Companies Fund, which employs the ...

Macquarie wins $50m small cap mandate

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... in the strategy to $150 million. Over the past five years, the fund has delivered 11.6% over the S&P/ASX Small Ordinaries Index per annum. The strategy targets both value and growth stocks in a diversified portfolio of small listed or soon-to-be listed ...

Finding quality in small caps

ALEX BURKE  |  WEDNESDAY, 31 MAY 2017
... Index), based on small companies that pay regular dividends, and its outperformance relative to the S&P/ASX Small Ordinaries Index. The report said using this index produces a quality tilt and reduces volatility. "Dividend screening is the first point ...

Azimut investment play gets Lonsec approval

ALEX BURKE  |  TUESDAY, 23 MAY 2017
... outside of the ASX 100, and is able to hold up to 20% in cash if necessary. It has outperformed the S&P/ASX Small Ordinaries Index by 12.6% over the 12 months to 31 March 2017. AZ Sestante head of distribution Andrew Davies said: "I am very excited to ...

BetaShares launches small-cap fund

KARREN VERGARA  |  MONDAY, 1 MAY 2017
... served as these indices have historically not provided extra return for the added risk. "As the S&P/ASX Small Ordinaries Index contains many unprofitable, speculative and illiquid stocks, which tend to perform poorly over time and cause a drag on index ...

UBS Microcap fund added to Macquarie Wrap

MARK SMITH  |  MONDAY, 25 JUL 2016
... the small-cap sector included a diminished proportion of resource stocks, which dropped from 46% of the Small Ordinaries Index in 2010 to 25% last year. While traditionally more volatile than their larger-cap peers during times of market volatility ...

Flinders fund added to Macquarie Wrap

MARK SMITH  |  TUESDAY, 5 JUL 2016
... Tucker said. Early performance of the Flinders fund has been strong delivering 23.3%, or 490bps over the Small Ordinaries Index since inception in August 2015. "The Macquarie platform has a large following in the independent advice space, which is a ...