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Showing 11 - 18 of 18 results for "ASX Small Ords"

Small caps boutique shuts doors

KANIKA SOOD  |  WEDNESDAY, 10 JUL 2019
... charged a 1.5% p.a. management fee plus 15.38% performance fee on the amount by which it exceeded the returns of S&P/ASX Small Ords, according to a PDS from March last year. Last month, another Sydney small caps manager announced its plans to shut down ...

New Perennial small caps active ETF

KANIKA SOOD  |  FRIDAY, 24 MAY 2019
... recoveries of up to 0.10% plus performance fee of 20% of the fund's net return in excess of the benchmark return of S&P/ASX Small Ords Accumulation Index. "We are seeking to invest in small and mid-cap companies that are making a positive contribution ...

UBS small caps team launches boutique

KANIKA SOOD  |  TUESDAY, 2 APR 2019
... over seven years, the UBS Australian Small Companies Fund delivered 11.6% per annum net of fees beating the S&P/ASX small ords by 6.8% per annum over seven years. "We can't disclose what [FUM] we have right now but we are starting off with one institutional ...

Aberdeen appoints sales manager from AMP

ALEX BURKE  |  MONDAY, 14 DEC 2015
... Companies Fund has delivered 13.03% on a net, annualised basis over five years (to 31 October), outperforming the S&P/ASX Small Ords Acc Index by 14.86% per annum.

IOOF awards small cap mandate

MARK SMITH  |  THURSDAY, 19 NOV 2015
... Companies Fund has delivered 13.03% on a net, annualised basis over five years (to 31 October), outperforming the S&P/ASX Small Ords Acc Index by 14.86% per annum. "We like Aberdeen's high conviction approach to managing equities," Matthew Drennan, group ...

SG Hiscock finds value far from ASX big caps

LAURA MILLAN  |  MONDAY, 19 OCT 2015
... volatility since inception in February 2006 has been 16%, slightly higher than the ASX300 (14%), but lower than the ASX Small Ords (20%). "Being a large company does not automatically mean it is high quality. Equally, being a small company does not automatically ...

Former Invesco duo harvest good returns

RUTH LIEW  |  TUESDAY, 29 JUL 2008
... also announced that its small companies portfolio achieved an excess return of 7.47 per cent relative to the S&P/ASX Small Ords Accumulation Index and its global equities portfolio returned 5.18 per cent above its benchmark, the MSCI World (ex-Aus) Index ...

SRIs beat the index time and time again

HAMISH MADDEN  |  MONDAY, 3 JUL 2006
... outweighed any resource stock exclusions. "Many portfolios may have also benefited from small companies exposure (the ASX Small Ords has outperformed the ASX 200 over one, three and five years) as SRI investors can target emerging companies benefiting ...
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