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Showing 1 - 10 of 256 results for "Companies Fund"

Small caps boutique merges with Conduit Group

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
... Spatium Capital was founded by Nicholas Quinn and Jesse Moors in 2018, investing in the ASX 300 via its Spatium Small Companies Fund which, since inception, has returned 44.4%. The fund has about $370 million in funds under management as at September ...

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 ...

UBS terminates Future Leaders small cap fund

ANDREW MCKEAN  |  WEDNESDAY, 30 OCT 2024
UBS has pulled the plug on its Future Leaders Global Small Companies Fund, less than two years after its Australian launch. The fund, which was an actively managed global strategy of 40 to 60 small cap "future leader" stocks, designed to provide investors ...

Vale Todd Guyot

MATTHEW WAI  |  WEDNESDAY, 9 OCT 2024
... deepest condolences." During his tenure at Regal, Guyot managed the multi-award winning Regal Australian Small Companies Fund alongside King and James Sioud. The fund has consistently ranked as one of the top performing small cap funds in the country ...

Monash Investors merges with DMX AM

ELIZA BAVIN  |  TUESDAY, 13 AUG 2024
... broadening coverage of the fund. The completion of the merger comes as 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 ...

First Sentier farewells senior portfolio manager

ELIZABETH FRY  |  MONDAY, 12 AUG 2024
... a telco, media and technology analyst. Tong earlier worked at UBS. The First Sentier Wholesale Australian Small Companies Fund and First Sentier Australian MidCap Fund have consistently delivered consistent absolute returns with above-market performance ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... the quarter and adjusted for the sale of Madison. Its other products, the Clime All Cap Fund and the Clime Small Companies Fund returned 15.4% and 15.82% respectively. "The strong returns not only saw the group achieve performance fees in FY24 but supports ...

Macquarie AM bags top manager gong

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... Plato Australian Shares Income Fund Australian Equities - Income Focused UBS Asset Management UBS Australian Small Companies Fund Australian Listed Property Pendal Pendal Property Securities Fund ESG - International Equities Dimensional Fund Advisors ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
... Fidante considered finding an alternative investment manager for the NovaPort Microcap Fund and NovaPort Smaller Companies Fund, it said the uncertainty of doing so coupled with the result of the business review and expected decline in flows ultimately ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... return. It was followed by the Ausbil Australian SmallCap Fund (16.8%) and the DNR Capital Australian Emerging Companies Fund (12%).
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