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Showing 11 - 20 of 60 results for "Cap Index"

Global small caps outperform Aussie counterparts: SSGA

ANDREW MCKEAN  |  THURSDAY, 28 SEP 2023
... management, which he said "should benefit from the larger breadth found in this universe." Evidently, the MSCI World Small Cap Index boasts a pool of 4313 constituents, vastly outnumbering the 198 options in the S&P/ASX Small Ordinaries Index as of August ...

New fund targets 'blue chips of tomorrow'

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2023
... add a small caps allocation. The manager said it expects strong performance from the fund, citing the fact the small cap index is currently trading at a material divergence from the broader market index in terms of valuation over a rolling five-year ...

Hostplus hands Bell Asset Management $500m mandate

ANDREW MCKEAN  |  MONDAY, 31 OCT 2022
... focus is on its global equity capabilities; it's small and mid-cap strategy has outperformed the MSCI World SMID Cap index by +5.3% per annum over the past five years and returned 12.2% per annum since its inception in 2003. The asset manager's ...

Aligning investments to Leo's dating strategy pays off

JAMIE WILLIAMSON  |  FRIDAY, 2 SEP 2022
... Leonardo DiCaprio picks his girlfriends, you'd likely be doing rather well for yourself. The Leonardo DiCaprio Large Cap Index from Index One tracks the performance of large cap US companies incorporated between 18 and 25 years ago. The index is ...

Vanguard terminates multi-factor active ETF

JAMIE WILLIAMSON  |  FRIDAY, 27 MAY 2022
... employed to select stocks in VGMF are momentum, quality and value. VGMF attempted to outperform the FTSE Developed All Cap Index (with net dividends reinvested). Since inception, it has returned 8.06% versus the benchmark's 10.23%. Over three years ...

Ironbark brings new global small companies fund to Aussie investors

CHLOE WALKER  |  WEDNESDAY, 9 MAR 2022
... (Apis) to launch the Ironbark Apis Global Small Companies Fund. The new fund aims to outperform the MSCI ACWI Small Cap Index AUD (after fees) over five to seven years. To do this, Apis uses a fundamental approach to construct a long-only portfolio of ...

MFS Investment Management launches new trust

ANNABELLE DICKSON  |  WEDNESDAY, 29 SEP 2021
... inefficiencies and opportunities reside in the small mid-cap equity sector due to its depth. The MSCI All Country World Small Mid Cap Index comprises 7500 names. Narrow this to 100 securities using a disciplined, repeatable process that draws on the ...

Royce Investment Partners launches small-cap fund

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... businesses with attractive reinvestment prospects. Royce is targeting returns that exceed the MSCI All Country World Small Cap Index in Australian dollars over three to five years. Managing director of Franklin Templeton Australia & New Zealand Matthew ...

VanEck launches new ETFs

ELIZA BAVIN  |  TUESDAY, 2 MAR 2021
... with approximately 4000 listed international small companies making up the benchmark, MSCI World ex Australia Small Cap Index." However, Neiron said, not all the companies are desirable from an investment perspective. "QSML is an international equity ...

Ironbark to wind up emerging markets fund

KANIKA SOOD  |  FRIDAY, 13 NOV 2020
... to close. The Ironbark Copper Rock Emerging Markets Opportunities Fund aimed to beat the MSCI Emerging Markets Small Cap Index (in AUD) net of fees on rolling five-year basis. Ironbark, which acts as the responsible entity, yesterday informed investors ...