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Showing 1 - 10 of 60 results for "Cap Index"

Passive strategies show 'higher survivorship' over active: Morningstar

RIDDHIMA TALWANI | FRIDAY, 14 NOV 2025

... stocks. This contributed to a decline in 10-year trailing success rates of fund managers across most categories. ASX large-cap index represented the biggest category within the study, with 94 strategies maintaining a continuous track record over the ...

Janus Henderson launches small caps fund in Australia

ANGELIQUE MINAS | THURSDAY, 30 OCT 2025

... smaller companies as those with market 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 ...

Ausbil lists two global ETFs on ASX

MATTHEW WAI | TUESDAY, 14 OCT 2025

... (ASX: GSCF) predominantly invests in 50-80 listed global small cap equities which are selected from the MSCI World Small Cap Index. It tracks the MSCI World Small Cap Net Total Return (TR) Index in AUD, while charging a management fee of 1.20% p.a. of ...

Industry breaks records for assets, flows, and product launches

ANDREW MCKEAN | TUESDAY, 14 JAN 2025

... accounting for nearly 80% of industry flows. Passive exposures again led the way for flows last year, mostly via market cap index tracking ETFs, which received 81% of total flows. Smart beta products accounted for around 21% of flows, meanwhile, active ...

Managed funds industry winners and losers

ANDREW MCKEAN | FRIDAY, 10 JAN 2025

... of ETPs on absolute basis - experienced significantly higher outflows compared to ETPs (20:1). Interestingly, market-cap index funds are growing at a faster rate than both active management and smart beta products, which is indicative of cost as "investors ...

OC Funds Management launches fund, scores mandate

MATTHEW WAI | MONDAY, 2 DEC 2024

... been managed as a wholesale trust for the past 12 months and returned investors over 21.3%, ahead of the S&P/ASX Mid-Cap Index which returned 18.9%. The fund aims to outperform the S&P/ASX Mid-Cap 50 Index by at least 2% after fees and expenses. The ...

'Challenging period' for active managers

ELIZA BAVIN | WEDNESDAY, 9 OCT 2024

The S&P Dow Jones SPIVA Global Scorecard has revealed another tough year for active management in 2024. Initially covering just US-domiciled funds, nine regional year-end scorecards now cover active performance in funds operating in markets in Australia ...

Bennelong takes on fledgling boutique

KARREN VERGARA | WEDNESDAY, 26 JUN 2024

... market in the current environment. The fund offers diversification away from an increasingly concentrated global large-cap index. This is an opportune time to launch a partnership with a specialist and experienced team of investment managers." Bennelong ...

VanEck launches AUD-hedged equity ETFs

ANDREW MCKEAN | WEDNESDAY, 8 NOV 2023

... VanEck's QSML and MOAT ETFs have both exceeded their benchmarks, with QSML outpacing the MSCI World ex Australia Small Cap Index by 8.92% and MOAT besting the S&P by 4.45%.

Munro Partners launches new fund

CHLOE WALKER | WEDNESDAY, 1 NOV 2023

... companies with a market capitalisation between US$250 million and US$30 billion, aiming to outperform the MSCI ACWI SMID Cap Index (Net) over a rolling five-to-seven-year period. The minimum initial investment in the fund is $10,000. Ma said the fund ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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