Search Results | Showing 11 - 20 of 27 results for "ASX Small Ordinaries Index" |
| | | ... 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%. ... |
| | | | ... (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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... according to Lonsec research. As Lonsec's Australian Equities Smaller Company Sector Review noted, the S&P/ASX Small Ordinaries Index returned 10.2% in 2015, compared to the 2.6% return of the ASX 200. "Finally, after a series of negative returns, Australian ... |
| | | | ... management is Australian Small-Cap Equities where only around 8% of active funds underperformed the S&P/ASX Small Ordinaries Index over one and three years and 17% underperformed over five years. S&P Dow Jones Indices attributed the outperformance of ... |
| | | | ... caps, with the ASX Top 100 index advancing by 11.8% in the January to October 2012 period while the ASX Small Ordinaries index managed only a 2.8% lift. Nevertheless, October's sectoral performance is encouraging with all of the S&P/ASX 200 GICS (global ... |
| | | | ... analyst on the review Varun Venkatraman said all the strategies reviewed had outperformed both the S&P/ASX Small Ordinaries index and the S&P/ASX200 over a 1-5 year time frame. "It's a highly competitive peer group, much more so than the large cap sector" ... |
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