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Showing 11 - 20 of 36 results for "ASX Small Ordinaries Accumulation Index"

SQM suspends Macquarie fund rating following investment team reshuffle

ALEX BURKE  |  TUESDAY, 12 DEC 2017
... driven strategies." "The investment objective of the Fund will remain to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to longer term (before fees) and to provide capital growth and some income," Macquarie said. The strategy ...

Contango swaps investment managers following AGM

ALEX BURKE  |  TUESDAY, 28 NOV 2017
... contain lower management fees, but with a performance fee for outperformance over the ASX Small Ordinaries Accumulation Index, with any underperformance needing to be recouped before future performance fees are paid." Carroll said the new arrangement ...

QVG Capital launches inaugural fund

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
... one," he said. The fund aims to deliver strong absolute returns and outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling three-year periods. The fund also has the flexibility to hold cash should QVG not be able to find attractive investment ...

Perennial micro-cap fund gets Lonsec tick

ALEX BURKE  |  MONDAY, 22 MAY 2017
... "Recommended" rating. The Perennial Microcap Opportunities Trust aims to outperform the S&P/ASX Small Ordinaries Accumulation Index after fees over rolling three-year periods by investing in 30 to 70 listed and unlisted companies with market capitalisations ...

Cuffe takes stake in Lennox small-cap fund

ALEX BURKE  |  WEDNESDAY, 10 MAY 2017
... Companies Fund is available to retail and institutional investors. It's benchmarked to the S&P/ASX Small Ordinaries Accumulation Index and invests in a concentrated portfolio of listed small-caps as well as derivatives, cash and smaller companies expected ...

Ausbil MicroCap suspends applications and redemptions

JAMIE WILLIAMSON  |  WEDNESDAY, 3 MAY 2017
... investors," the spokesperson said. Rainmaker data shows the MicroCap Fund has beaten the S&P ASX Small Ordinaries Accumulation Index by almost 850%, outperforming in 80% of months since its February 2010 inception with Waters and Prunty at the helm. ...

Lonsec upgrades Flinders fund

EMMA RAPAPORT  |  THURSDAY, 16 MAR 2017
... risk-adjusted returns in line with relevant objectives, which is to outperform the S&P/ASX Small Ordinaries Accumulation Index by 5% (gross) over rolling three year periods.

Van Eck launches small cap ETF

LAURA MILLAN  |  THURSDAY, 28 MAY 2015
... reduce risk by focusing on only the most liquid stocks. The index has outperformed the S&P/ASX Small Ordinaries Accumulation Index over the last five years and with reduced volatility. "MVS gives investors an instant portfolio of dividend paying small ...

Small cap fund opens to retail investors

LAURA MILLAN  |  FRIDAY, 24 APR 2015
... objective is to deliver a total return of CPI plus 7.5%, as well as to outperform the S&P/ASX Small Ordinaries Accumulation Index after fees and costs over five-year periods. Phoenix applies quantitative screening and fundamental analysis to build a ...

UBS launches microcap fund

LAURA MILLAN  |  WEDNESDAY, 24 SEP 2014
... by the UBS small cap team has delivered an annualized return of 26.97% versus the S&P/ASX Small Ordinaries Accumulation Index 4.93% since its inception 18 months ago. The performance was mainly driven by stocks that were trading at substantially lower ...