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Showing 11 - 20 of 28 results for "Small Ords"

Prodigy folds, two boutiques to shut

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... boutique, Flinders Investment Partners, was the only well-performing boutique. It returned 6.2% above the benchmark S&P/ASX Small Ords in the 12 months ending February end. It is managed by Andrew Mouchacca and Richard Macdougall, both of whom had previously ...

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... distribution agreement with Zurich Investments. The Celeste Funds Management's fund had outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago to July this year.

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... and Paul Biddle's small caps boutique Celeste Funds Management's fund has outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago. The boutique has hitherto done its retail distribution ...

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 ...

Lennox launches micro-cap fund

ALEX BURKE  |  MONDAY, 19 FEB 2018
... existing flagship vehicle, the Lennox Australian Small Companies Fund, which has delivered an 8.48% return over the Small Ords from inception to 31 January 2018. Lennox principal and portfolio manager Liam Donohue said: "What you find at the micro-cap ...

Perennial LIC extends investment mandate

ALEX BURKE  |  FRIDAY, 10 NOV 2017
... top 100 stocks on the ASX. To illustrate, where financials occupy 40% of the ASX 100, they represent only 8% of the Small Ords. The manager also said markets are more inefficient further down the market cap spectrum, fuelled partly by poorer (and in ...

Pinnacle boutique launches $250m LIC offer

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
... Spheria Australian Smaller Companies Fund, which employs the same prospective strategy as the LIC, has outperformed the Small Ords by 7.3% since inception on 11 July 2016. Spheria isn't allowing for oversubscriptions due to capacity constraints. SEC ...

Finding quality in small caps

ALEX BURKE  |  WEDNESDAY, 31 MAY 2017
... smart beta approaches in Australian small companies and in the past active managers have been able to outperform the Small Ords while charging a hefty management fee but many high pedigree managers are capacity constrained. "Our paper shows a smart beta ...