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Showing 11 - 20 of 42 results for asx small ordinaries accumulation index

Paradice appoints portfolio manager from Northcape

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... 2017. The index comprises 70% of the S&P/ASX Mid Cap Accumulation Index and 30% of the S%P/ASX Small Ordinaries Accumulation Index. It aims to outperform this composite by 3% per annum net of fees over rolling three-to-five-year periods. "Despite the ...

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.

Small caps and corporate activity drive LIC performance

KERRIE SYDEE  |  WEDNESDAY, 7 DEC 2016
... Investment Company (LIC) October update revealed a drop in returns for the 12 months to October, with weak returns from the S&P/ASX 200 Accumulation Index down 2.1% for the month and 3.2% for the three months 31 October. Despite the drop, the LIC index ...

K2 hurt by Brexit call

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
... its funds. Five of the six funds K2 manages underperformed against respective benchmarks during the past financial year. The ASX-listed K2 Australian Small Cap Fund produced the only positive result, a 9.6% outperformance compared to the Small Ordinaries ...