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Showing 101 - 110 of 384 results for "small caps"

Firetrail dips toes in global equities

KANIKA SOOD  |  THURSDAY, 10 DEC 2020
... Patrick Hodgens in March 2018, and now has 16 investors and $5.4 billion in total assets. In February it added an Aussie small caps fund to its lineup. But Firetrail is not one to sit still. The boutique has now set its sights on launching a global equities ...

Best managed funds, ETFs named

STAFF WRITER  |  FRIDAY, 4 DEC 2020
... followed by Alliance Bernstein's Managed Volatility Equities Fund (-1.59% and 9.38% p.a. over five years). In Aussie small caps Macquarie's Australian Small Companies (1.45% for the year and 18.64% p.a. over five years) was the winner, followed ...

Wells Fargo sets sights on Aussie super

ELIZA BAVIN  |  WEDNESDAY, 25 NOV 2020
... active with in our conversations on the ground in Australia have been around emerging market equities, both all cap and small caps, and global small caps." Flood said as these sectors are all "less efficient" parts of the market, an active fundamental ...

COVID-19 to remain dominant in 2021

ELIZA BAVIN  |  WEDNESDAY, 18 NOV 2020
... that performed best leading into the pandemic also outperformed during the pandemic. Growth led value, large caps led small caps, and the US led international." T.Rowe Price said the divergence in the equity market was due to high levels of concern about ...

Clime to wind up Australian value fund

KANIKA SOOD  |  TUESDAY, 17 NOV 2020
... Clime Asset Management's head of investments Adrian Ezquerro, investment director Ronni Chalmers, portfolio manager for small caps Jonathan Wilson and portfolio manager for ASX 100 stocks Vincent Cook. Returns were 5.7% since inception p.a. for the retail ...

Ironbark to wind up emerging markets fund

KANIKA SOOD  |  FRIDAY, 13 NOV 2020
Ironbark Asset Management has terminated an emerging markets small caps fund, after the underlying manager decided to close. The Ironbark Copper Rock Emerging Markets Opportunities Fund aimed to beat the MSCI Emerging Markets Small Cap Index (in AUD) ...

Chief economist update: RBA does the limbo rock

BENJAMIN ONG  |  WEDNESDAY, 4 NOV 2020
... Melbourne Cup Day board meeting on November 3, with big capitalisation stocks - Top 100 up by 1.9% -- and little ones - small caps up by 2.1%, equally performing well. Fixed income markets - them who are most sensitive to interest rate movements - were ...

Active manager performance slumps: SPIVA

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... benchmark over longer periods. The SPIVA scorecard evaluated returns of over 910 Australian equity funds (large, mid and small caps, and A-REITs), 463 international equity funds and 116 Australian bond funds.

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... Capital's New South Wales adviser distribution lead, as a regional manager for NSW and Queensland. Its last launch was a small caps strategy in 2018, for which it hired Schroders European portfolio manager Sam Twidale to co-manage with DNR Veteran ...

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
... category, Australian Unity Platypus Australian Equities for high performance and Lakehouse Small Companies Fund for small caps. There was a stronger relationship between returns and volatility among small cap funds, with those funds with higher beta ...