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Showing 1 - 10 of 43 results for "All Ordinaries Accumulation Index"

WAM returns 9.5%, increases dividend

RIDDHIMA TALWANI  |  TUESDAY, 4 AUG 2026
... portfolio WAM Strategic Value returned 9.5% in the financial year, outperforming the S&P/ASX All Ordinaries Accumulation Index by 3.8%. The board declared an increased fully franked full year dividend of 6.5 cents per share, with the fully franked final ...

WAM active strategy delivers 75.5%

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
... to 30 June 2026. Outperforming the Bloomberg AusBond Bank Bill Index (Cash) and the S&P/ASX All Ordinaries Accumulation Index by 71.6% and 69.8%, respectively, the performance was listed as the "strongest" year since the inception of the LIC in 2008. ...

Future Generation returns top 20%

VINNY VUCAGO  |  WEDNESDAY, 8 JUL 2026
... inception, the portfolio has delivered annualised returns of 9.1%, outperforming the S&P/ASX All Ordinaries Accumulation Index by 0.9%, per annum, while doing so with less volatility than the broader market. Future Generation chief investment officer ...

Bell Asset Management launches small-caps fund

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers. Incepted on June 17, the managed fund invests in small companies outside the ASX 100. The actively managed ...

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
Spheria Asset Management's Spheria Australian Smaller Companies Fund - Active ETF (ASX: SPHX) will be available on the ASX tomorrow, launching amid strong momentum shown across the broader ETF market despite volatility from the Middle East. Spheria ...

Contact Asset Management terminates sole fund

JAMIE WILLIAMSON  |  WEDNESDAY, 25 MAR 2026
Contact Asset Management is closing its only fund, but the boutique isn't going anywhere, continuing as manager of BKI Investment Company. Contact Asset Management began winding up its Australian Ex-50 Fund earlier this month following a review ...

WAM delivers standout 41% return in 2025

RIDDHIMA TALWANI  |  WEDNESDAY, 7 JAN 2026
... significant performance in 2025, returning 41.4% for its investors, outperforming the S&P/ASX All Ordinaries Accumulation Index by 30.8% in the period. The exceptional returns enabled it to increase its interim dividend to 3.2 cents per share and provide ...

Future Generation delivers 10.8%, increases dividend

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... potential for long-term outperformance. "Over the past 12 months to 30 June 2025 the S&P/ASX All Ordinaries Accumulation Index outperformed the S&P/ASX Small Ordinaries Accumulation Index by 0.9%, largely due to the concentrated performance of a few ...

Third Link adds three underlying Aussie equity managers

MATTHEW WAI  |  MONDAY, 12 MAY 2025
The investment manager of the Third Link Growth Fund has added three new Australian equity managers to its underlying portfolio to enhance the fund's active manager lineup, while broadening diversification and bolstering long-term returns. Australian ...

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... founder-led companies have returned 21.6% per annum over seven years, outperforming the S&P/ASX All Ordinaries Accumulation Index (9.2%). The documents said the fund will invest in "exceptional founder-led businesses," predominantly listed on the ASX. ...
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