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Showing 1 - 10 of 66 results for "Emerging Companies Fund"

Australian Ethical adds trader and BDM

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... anniversary, delivered a 12.5% return since inception, outperforming the S&P/ASX 200 at 10%. Notably, the Emerging Companies Fund outperformed the S&P/ASX Small Industrials Index by close to 5% per annum over the decade to 30 June 2025.

Regal assets hit $18bn

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... Small Companies Fund, Regal Resources Royalties Fund, Regal Private Credit Opportunities Fund and Regal Emerging Companies Fund III. There were also contributions from the partly owned Attunga Capital and Taurus Funds Management businesses.

Australian Ethical PM departs

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... portfolio manager Andy Gracey, following 20 years of service, leadership and founding management of its Emerging Companies Fund. Gracey will transition portfolio responsibility to head of equities Nathan Parkin, who will assume full management of the ...

Prime Value expands microcap fund

ELIZA BAVIN  |  MONDAY, 7 JUL 2025
... retail offering, built on the same investment strategy and managed by the same team behind the former SIV Emerging Companies Fund. Originally established in 2015 as a wholesale fund designed for Significant Investor Visa (SIV) investors, the strategy ...

Third Link adds three underlying Aussie equity managers

MATTHEW WAI  |  MONDAY, 12 MAY 2025
... -4.8% in the three months to 31 March 2025. The Third Link Growth Fund now comprises: 1851 Capital - 1851 Emerging Companies Fund Australian Eagle Asset Management (via Montgomery Investment Management) - Australian Eagle Equities Fund Auscap Asset Management ...

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 ...

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%).

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... flagship Australian Share fund, which achieved a 10-year return of 10.8% compared to the 8.3% benchmark. Its Emerging Companies fund, which invests in small caps, achieved a 12.6% return since inception, beating the 6.9% benchmark. "We've always seen ...

Bell Asset Management looks to exit RE services

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2024
... managing investments. Bell Asset Management has asked investors in its Bell Global Equities Fund, Bell Global Emerging Companies Fund and Bell Global Sustainable Fund to vote in favour of installing Perpetual's The Trust Company as RE. The fund manager ...

Small-cap shares set to soar: Flinders

CHLOE WALKER  |  FRIDAY, 24 NOV 2023
... Zealand, Canada, the US, and now Europe. It's a very interesting company," Macdougall said. The Flinders Emerging Companies Fund, launched in 2015, holds about 40 stocks. Since inception, the fund has returned 7.69% per annum. Looking forward, Macdougall ...
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