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Showing 1 - 10 of 19 results for "ASX Small Ords"

Monash Investors merges with DMX AM

ELIZA BAVIN | TUESDAY, 13 AUG 2024

... Monash Investors reported that its Small Companies Fund rose 1.2% after fees for the month of July, lagging the S&P/ASX Small Ords return of 3.5%. However, Monash said it was awaiting most of the company results which comes out over the month of August. ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON | MONDAY, 14 NOV 2022

... median return can be seen in small cap Australian equities at -20.1%, though this was still better than the S&P ASX Small Ords Accumulation Index which recorded -22.6%. The fund with the best return here was the Perpetual Smaller Companies Fund on -0.2%. ...

Aussie small-cap fund returns 40%

KARREN VERGARA | FRIDAY, 11 MAR 2022

... Rainmaker's research on the wholesale funds sector as at January 2021 reveals, outpacing its competition and the S&P ASX Small Ords Accumulation Index's performance of 10.1% p.a. On a median basis, the small-caps sector posted 15.4% p.a. over ...

HGL relaunches fund to wholesale investors

KARREN VERGARA | THURSDAY, 2 SEP 2021

... It targets a return of 15% per annum before fees and consistently outperformed the Australian equity market and ASX Small Ords Accumulation index. In the year to 30 June 2021, it returned 38% (after all fees), beating the ASX200 by 15%. The fund, which ...

Stellar year of returns for Aussie equities funds

KANIKA SOOD | FRIDAY, 13 AUG 2021

... their benchmarks, but the outperformance was stark this year -- with median fund's 41% to 33.2% from the S&P ASX Small Ords Accumulation Index. Top three performers in Aussie small caps were: Bennelong Emerging Companies Fund (54.8% for FY21), SGH ...

Prodigy boutique finds new strategic partner

KANIKA SOOD | WEDNESDAY, 24 JUN 2020

... Richard Macdougall and Naheed Rahman, runs an Aussie small caps fund, holding 35-50 stocks aiming to beat the S&P/ASX Small Ords Accumulation Index. The fund has had a good year, returning 2.7% in the 12 months to May end when its benchmark did -2.9%. ...

Prodigy boutique to continue

KANIKA SOOD | FRIDAY, 8 MAY 2020

... only well-performing boutique in Prodigy's three-boutique stable. It returned 6.2% above the benchmark S&P/ASX Small Ords in the 12 months to February end. It is managed by Andrew Mouchacca and Richard Macdougall, both of whom had previously worked ...

Best, worst global equities funds in March quarter

KANIKA SOOD | THURSDAY, 23 APR 2020

... Morningstar's universe, while a Stewart Investors fund came out on top. In the March quarter, while the local S&P/ASX Small Ords Total Return fell 26.72%, global stock market indices were down between 6.26% (MSCI AC Asia Ex Japan NR AUD) and 13.09% (MSCI ...

Prodigy folds, two boutiques to shut

KANIKA SOOD | WEDNESDAY, 18 MAR 2020

... boutique, Flinders Investment Partners, was the only well-performing boutique. It returned 6.2% above the benchmark S&P/ASX Small Ords in the 12 months ending February end. It is managed by Andrew Mouchacca and Richard Macdougall, both of whom had previously ...

Boutique portfolio manager to retire

KANIKA SOOD | FRIDAY, 22 NOV 2019

... distribution agreement with Zurich Investments. The Celeste Funds Management's fund had outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago to July this year.

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Federal Court lifts Merhi's travel ban

KARREN VERGARA | 12:25PM

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI | 12:30PM

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO | 12:21PM

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI | 12:13PM

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

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