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Showing 61 - 70 of 101 results for "Small Ordinaries"

Small cap fund opens to retail investors

LAURA MILLAN  |  FRIDAY, 24 APR 2015
... small caps and its 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 ...

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
... client mandate managed 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 ...

Legg Mason wins $125m Mercer mandate

MARK SMITH  |  MONDAY, 18 AUG 2014
... relationships and 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 ...

WAM Capital posts record profit

MARK SMITH  |  TUESDAY, 29 JUL 2014
... returned 19.2%, while 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 ...

Manny Pohl issues prospectus for new retail LIC

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
... inception in July 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 ...

ECP Asset Management expands to Sydney

MARK SMITH  |  TUESDAY, 6 MAY 2014
... strategy has 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
... Frost. His OC Premium 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 ...

Hyperion AM most-improved for 2012: Mercer

BEN COLLINS  |  WEDNESDAY, 16 JAN 2013
... "Overweighting large caps will have aided managers' performance with the S&P/ASX 50 (+22.0%) outperforming the S&P/ASX Small Ordinaries (+6.6%) and the S&P/ASX Mid 50 (+12.8%) significantly over the year," the survey said. At the sector level, the defensive ...

RBA says its ok

BENJAMIN ONG  |  WEDNESDAY, 7 NOV 2012
... small caps, with the ASX Top 100 index advancing by 11.8% in the January to October 2012 period while the ASX Small Ordinaries index managed only a 2.8% lift. Nevertheless, October's sectoral performance is encouraging with all of the S&P/ASX 200 GICS ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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