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Showing 1 - 10 of 84 results for "Australian Small Cap"

Unit trusts FUM 'plateaued': Rainmaker

MATTHEW WAI  |  MONDAY, 25 MAY 2026
Rainmaker Information's latest data highlights that despite a 13% annual growth in funds under management (FUM) across all managed funds, unit trusts only made gains through positive market returns over the 12 months to March end. In the Managed Funds ...

K2 AM to close small cap ETF

KARREN VERGARA  |  MONDAY, 20 APR 2026
... (KAM) is shutting its small cap ETF for failing to achieve sufficient scale after nearly 11 years. The K2 Australian Small Cap Hedge Fund Complex ETF (ASX: KSM) is winding down with the last trading day set for May 15. Incepted on 15 Dec 2015, the ETF ...

Former Tyndall managers to run Bell's first Aussie equities strategy

MATTHEW WAI  |  THURSDAY, 5 MAR 2026
Following its official closure on February 27, three former Tyndall Asset Management portfolio managers will establish an Australian equities function at Bell Asset Management. Bell Asset Management has appointed Tim Johnston, James Nguyen and Scott ...

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN  |  MONDAY, 8 DEC 2025
Datt Capital has expanded access to its high conviction small cap strategy, launching the Datt Capital Small Companies Fund Class B, a retail friendly version of its previously wholesale-only fund. The original Small Companies Fund, launched in 2023 ...

UBS, RQI deliver for EM investors: Rainmaker

KARREN VERGARA  |  FRIDAY, 5 DEC 2025
... underperformed the market index of 23.7% p.a. by 2.6 percentage points. Nonetheless, it beat the returns of Australian small cap equities (20.1% p.a.), international large cap (19% p.a.), growth funds (11.6% p.a.) and Australian income-focused funds ...

Advisers favour non-traditional equity exposures: Fidante

ANGELIQUE MINAS  |  THURSDAY, 6 NOV 2025
Fidante released its Adviser Markets Survey, which revealed that more advisers are favouring non-traditional equity exposures to boost portfolio returns. Findings showed an improvement in market confidence since the beginning of the year. Positive sentiment ...

Janus Henderson launches small caps fund in Australia

ANGELIQUE MINAS  |  THURSDAY, 30 OCT 2025
... capitalisation within the range of companies included in the MSCI World Small Cap Index. The fund has an exposure to Australian small cap companies of 5.4%, higher than the MSCI World Small Cap Index at 3.8%. It can invest in any industry, in any country ...

Alpencrest ramps up expansion, signs Aussie affiliate

KARREN VERGARA  |  FRIDAY, 21 FEB 2025
... officially launched one year later. Melbourne-based LSN Capital is the latest to partner with Alpencrest for its Australian small cap equity strategy. Price said LSN recorded a strong three-year track record in December 2024 with a 7.1% p.a. outperformance ...

Advisers put faith in global equities, small caps in 2025

MATTHEW WAI  |  THURSDAY, 28 NOV 2024
... are responding to high valuations in large cap stocks. We're observing a clear shift in focus towards Australian small cap equities, with advisers recognising untapped value in this space after lagged performance in recent years," Reedman said. "Fidante's ...

Warakirri terminates Flinders fund

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
Warakirri Asset Management is winding up the Flinders Emerging Companies Fund, saying it's in the best interests of all investors. The fund was launched in September 2015 and only has about $105 million in funds under management. It consistently ...
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