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Showing 1 - 10 of 672 results for %22Small Companies Funds%22

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
The team at small caps manager NovaPort Capital have decided to hang up their boots. A decision was made on May 13 to wind up the small cap Australian equity manager, Fidante told investors, saying the NovaPort team had made the call to close the business. ...

Seven fund managers scoop up First Sentier mandates

KARREN VERGARA  |  MONDAY, 20 MAY 2024
... Leaders, while the First Sentier Developing Companies (via FirstChoice) option will become the Longwave Australian Small Companies option. CFS said it expects to finalise the confirmation of the new managers shortly and anticipates the portfolio transitions ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
... which the vast majority of advisers who are running strong compliant businesses must pay for enforcement action against a small number of non-compliant businesses. "In addition, the costs of action against fraudsters and unlicensed operators ought to ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... Concentrated Australian Share Fund (15.5%) and Lazard's Defensive Australian Equity Fund (14.3%). In the Australian equities small caps category, the Spheria Australian Microcap Fund bested its peers with a 20% return. It was followed by the Ausbil ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... arrangements made with cold-calling businesses using such tactics. ASIC confirmed to Financial Standard that it identified a small subset of advisers and licensees who have referral arrangements with cold-callers who use high-pressure sales tactics ...

Mercer rolls out new corporate super plan

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... they merged, the composition of their clients was markedly different - BT Super had about 16,000 corporate clients, mostly small and medium-sized enterprises, while Mercer Super Trust had only 300 larger, corporate clients. "We built this [Mercer Business ...

The funds delivering up to 30% returns: Mercer

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... "The modestly positive return we saw from the ASX300 over February masks the significant performance dispersion across companies during the February reporting season. "Companies that beat estimates rallied strongly on the day of results, while companies ...

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... review suggested considering whether the BIIP should be retained as a substantial program. "We note that outcomes for the small Significant Investor stream have been stronger than for the remainder of the BIIP. If there is a desire to retain some element ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... that the First Sentier WS Strategic Cash Fund lost $1.3 billion in net outflows. The First Sentier Australian Small Companies Fund lost $221 million for the period, while the Stewart Investors WS Worldwide Sustainability Fund and First Sentier Concentrated ...

Small cap investors told to 'stop whinging'

ELIZA BAVIN  |  THURSDAY, 18 APR 2024
Forager Funds Management chief investment officer Steve Johnson has told small cap investors to "stop whinging" about share prices. In an exerpt from the March Quarterly Report, Johnson said there are plenty of smaller companies that have seen significant ...
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