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Showing 21 - 30 of 42 results for %22S%26P ASX Small Ordinaries Accumulation Index%22

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 ...

Active fund failure shown in new data

MARK SMITH  |  WEDNESDAY, 8 OCT 2014
... active management is Australian Small-Cap Equities where only around 8% of active funds underperformed the S&P/ASX Small Ordinaries Index over one and three years and 17% underperformed over five years. S&P Dow Jones Indices attributed the outperformance ...

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
... 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 has exceeded its benchmark by over 7% per annum, before fees.

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 ...

Manny Pohl issues prospectus for new retail LIC

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
... 2013 to March 2014, ECPAM has returned 24.8% against a benchmark return of 5.3%, and the ASX Small Ordinaries Accumulation Index which has seen a modest return of 5.4%. Pohl is specifically targeting self-managed super funds with his new Barrack Street ...

ECP Asset Management expands to Sydney

MARK SMITH  |  TUESDAY, 6 MAY 2014
... returned 24.8% since inception, against its absolute benchmark return of 5.3%, whilst the S&P/ASX Small Ordinaries Accumulation Index has seen a modest return of 5.4%. Pohl said the business had further growth plans and with additional announcements ...

Super funds shouldn't abandon small-cap active managers

MARK SMITH  |  FRIDAY, 18 JAN 2013
... Small Cap fund returned 42.3% in 2012, more than six times the 6.6% achieved by the S&P/ASX Small Ordinaries Accumulation Index. While impressive, this result was indicative performance across the small-cap sector last year. Virtually all small-cap funds ...

Fund managers struggle to beat index

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
... cent, the report said. Morningstar said small-cap managers were able to outperform a falling market. The S&P/ASX Small Ordinaries Index fell by 1.19 per cent in the first quarter this year but out of 41 strategies only four posted a loss, with two of ...