Search ResultsShowing 1 - 10 of 19 results for "ASX Small Ordinaries Index"
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
... 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 ...
Azimut investment play gets Lonsec approval
ALEX BURKE  |  TUESDAY, 23 MAY 2017
... outside of the ASX 100, and is able to hold up to 20% in cash if necessary. It has outperformed the S&P/ASX Small Ordinaries Index by 12.6% over the 12 months to 31 March 2017. AZ Sestante head of distribution Andrew Davies said: "I am very excited to ...
BetaShares launches small-cap fund
KARREN VERGARA  |  MONDAY, 1 MAY 2017
... served as these indices have historically not provided extra return for the added risk. "As the S&P/ASX Small Ordinaries Index contains many unprofitable, speculative and illiquid stocks, which tend to perform poorly over time and cause a drag on index ...
Small caps beating blue chips: Lonsec
ALEX BURKE  |  THURSDAY, 31 MAR 2016
... according to Lonsec research. As Lonsec's Australian Equities Smaller Company Sector Review noted, the S&P/ASX Small Ordinaries Index returned 10.2% in 2015, compared to the 2.6% return of the ASX 200. "Finally, after a series of negative returns, Australian ...
Active fund failure shown in new data
MARK SMITH  |  WEDNESDAY, 8 OCT 2014
... 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 of ...
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