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Search ResultsShowing 1 - 10 of 23 results for "ASX Small Ordinaries Index"
Fresh fundies outperform
ALLY SELBY  |  THURSDAY, 15 OCT 2020
... before tax. Since its inception, it has returned 17.4% per annum. In comparison, its benchmark S&P/ASX Small Ordinaries Index returned -0.6%, -2.7% and 6.1% over the same time periods. The index has returned -0.6% per annum since July 2018. For context ...
High performance funds significantly underperform: Research
ALLY SELBY  |  FRIDAY, 11 SEP 2020
... underperformed by 50 basis points. The median small companies fund, in comparison, outperformed the S&P/ASX Small Ordinaries index by 80 basis points. Australian Unity Platypus Australian Equities (13.6% p.a.), Fidelity Future Leaders Fund (13.4% p.a.) ...
Aussie small caps outperform
KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... stellar performances from the likes of Lakehouse Capital, SG Hiscock and OC Funds Management. While the ASX Small Ordinaries Index returned 6.5% over a three year period, Lakehouse Small Companies Fund earned a whopping 26.2%, followed by the SG Hiscock ...
Small caps soar amid accelerated revolution
ALLY SELBY  |  THURSDAY, 21 MAY 2020
... outperformed. During March, small caps performed broadly in line with their larger counterparts, with the ASX Small Ordinaries Index dropping 20%, compared to the S&P/ASX 50's fall of 17.3%. Since the beginning of April, both small and large caps ...
New open ended fund launches
ELIZABETH MCARTHUR  |  WEDNESDAY, 9 OCT 2019
... Dynamic Fund is an open-ended, Australian small and mid-cap equity fund which aims to outperform the S&P/ASX Small Ordinaries index. It is the Australian version of Milford Asset Management's New Zealand dynamic fund offering. Co-portfolio manager Michael ...
Aussie active managers underperform
ELIZABETH MCARTHUR  |  THURSDAY, 26 SEP 2019
... three years, the benchmark indexes were 12.9% pa from the S&P ASX 200 Index and 10.7% pa from the S&P ASX Small Ordinaries Index The research found that the among active core products the median return was 12.6% per annum, the mean return was 11.9% and ...
Boutique to launch flagship fund
JAMIE WILLIAMSON  |  TUESDAY, 3 SEP 2019
... caps investing. The Blue Orbit Australian Small Caps Systematic Alpha Fund is benchmarked to the S&P/ASX Small Ordinaries Index and will hold about 85 stocks in total. The Active Share sits at about 50% while the tracking error is currently around 4%. ...
Pinnacle boutique launches $250m LIC offer
ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
... (SEC), which will invest in a portfolio of small and micro-cap companies and aims to outperform the S&P/ASX Small Ordinaries Index on a rolling three-to-five-year basis. As a reference, the Spheria Australian Smaller Companies Fund, which employs the ...
Macquarie wins $50m small cap mandate
ALEX BURKE  |  FRIDAY, 20 OCT 2017
... in the strategy to $150 million. Over the past five years, the fund has delivered 11.6% over the S&P/ASX Small Ordinaries Index per annum. The strategy targets both value and growth stocks in a diversified portfolio of small listed or soon-to-be listed ...
Finding quality in small caps
ALEX BURKE  |  WEDNESDAY, 31 MAY 2017
... Index), based on small companies that pay regular dividends, and its outperformance relative to the S&P/ASX Small Ordinaries Index. The report said using this index produces a quality tilt and reduces volatility. "Dividend screening is the first point ...
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