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Showing 21 - 30 of 46 results for "Small Ordinaries Accumulation Index"

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
... caps also gave up some of their gains in October and underperformed the broader market. The Small Ordinaries Accumulation Index was down 4.7% for the month and 4.8% over the past three. Despite this the performance of small and mid-focused LICs continues ...

K2 hurt by Brexit call

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
... Australian Small Cap Fund produced the only positive result, a 9.6% outperformance compared to the Small Ordinaries Accumulation Index. K2 announced an after tax profit of $3.8 million and a fully franked dividend of 0.5 cents per share. Revenue for ...

Van Eck launches small cap ETF

LAURA MILLAN  |  THURSDAY, 28 MAY 2015
... reduce risk by focusing on only the most liquid stocks. The index has outperformed the S&P/ASX Small Ordinaries Accumulation Index over the last five years and with reduced volatility. "MVS gives investors an instant portfolio of dividend paying small ...

Small cap fund opens to retail investors

LAURA MILLAN  |  FRIDAY, 24 APR 2015
... objective is to deliver a total return of CPI plus 7.5%, as well as to outperform the S&P/ASX Small Ordinaries Accumulation Index after fees and costs over five-year periods. Phoenix applies quantitative screening and fundamental analysis to build a ...

UBS launches microcap fund

LAURA MILLAN  |  WEDNESDAY, 24 SEP 2014
... by the UBS small cap team has delivered an annualized return of 26.97% versus the S&P/ASX Small Ordinaries Accumulation Index 4.93% since its inception 18 months ago. The performance was mainly driven by stocks that were trading at substantially lower ...

Legg Mason wins $125m Mercer mandate

MARK SMITH  |  MONDAY, 18 AUG 2014
... potentially fewer touch points." The Legg Mason small companies strategy aims to outperform the Small Ordinaries Accumulation Index by 5% per annum and invests in approximately 45 companies outside the ASX top 100. Over 10 years to June 2014, the strategy ...

WAM Capital posts record profit

MARK SMITH  |  TUESDAY, 29 JUL 2014
... the S&P/ ASX All Ordinaries Accumulation Index rose 17.6% over the same period. The S&P/ ASX Small Ordinaries Accumulation Index and the S&P/ ASX Small Industrials Accumulation Index both rose 13.1% throughout FY2014. Chief investment officer Chris Stott ...