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Showing 1 - 10 of 82 results for "ASX Small Ordinaries"

Spheria launches active ETF for small caps fund

MATTHEW WAI | TUESDAY, 14 APR 2026

... The unlisted fund has returned 3.2% over the past 12 months as at March 31, which underperformed the S&P/ASX Small Ordinaries Accumulation Index (13.7%) by over 10%. However, over a decade horizon the fund returned 8.5% per annum (after fees), outperforming ...

Contact Asset Management terminates sole fund

JAMIE WILLIAMSON | WEDNESDAY, 25 MAR 2026

... achieved a return of 18.6% over the past year "which compares favourably to a blended S&P/ASX Mid-cap 50 & S&P/ASX Small Ordinaries Accumulation Index which has returned 8.7% over the same period." Over three and five years it slightly underperformed ...

Tyndall AM boosts small cap team

ELIZABETH FRY | THURSDAY, 16 OCT 2025

... Companies Fund has delivered annual returns of 20.65% since its inception in March 2023, outperforming the S&P/ASX Small Ordinaries Index (14.84% p.a.) by 581 basis points on a net basis.

GSFM becomes exclusive distributor for Auscap

MATTHEW WAI | WEDNESDAY, 10 SEP 2025

... the period. Meanwhile, the Ex-20 Australian Equities Fund (18.50%) slightly underperformed against the S&P/ASX Small Ordinaries TR AUD index, which returned 18.70% over the same period. It currently contains $42.0 million in NAV. Additionally, the Ex-20 ...

Future Generation delivers 10.8%, increases dividend

ELIZA BAVIN | THURSDAY, 24 JUL 2025

... "Over the past 12 months to 30 June 2025 the S&P/ASX All Ordinaries Accumulation Index outperformed the S&P/ASX Small Ordinaries Accumulation Index by 0.9%, largely due to the concentrated performance of a few large-cap names such as Commonwealth Bank ...

Third Link adds three underlying Aussie equity managers

MATTHEW WAI | MONDAY, 12 MAY 2025

... "under-researched" opportunities with attractive long-term growth potential. It aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term after fees. Firetrail Investments portfolio managers Matthew Fist and Eleanor ...

The top Australian small-cap fund, year after year

ANDREW MCKEAN | FRIDAY, 2 MAY 2025

... investment survey. The fund has returned 39.6% over one year besting the median fund's 3.5% return and S&P/ASX Small Ordinaries benchmark's -1.33%. Over three years, it's returned 25% per annum, well ahead of the median fund's 4.3% return ...

Warakirri terminates Flinders fund

MATTHEW WAI | THURSDAY, 31 OCT 2024

... underperformed the benchmark. Since inception, it has returned 7.9% per annum while its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, returned 8.36%. The Flinders Emerging Companies Fund invested in Australian small caps and pledged to ...

Monash Investors merges with DMX AM

ELIZA BAVIN | TUESDAY, 13 AUG 2024

... unlisted retail unit trust offering investors an Australian equity exposure which aims to outperform the S&P ASX Small Ordinaries Total Return Index over the medium term. The fund has been in operation since July 2012, and over this time after all fees ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON | TUESDAY, 21 MAY 2024

... account for about $55 million. Over three years, the NovaPort Microcap Fund outperformed its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, delivering 1.71% against the index's 0.02%. Meanwhile, the Smaller Companies Fund delivered 2.43% ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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