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Showing 1 - 10 of 41 results for "MicroCap Fund"

Prime Value expands microcap fund

ELIZA BAVIN  |  MONDAY, 7 JUL 2025
Prime Value Asset Management is opening its Prime Value Microcap Fund to retail investors. Prime Value said the fund is a newly launched retail offering, built on the same investment strategy and managed by the same team behind the former SIV Emerging ...

Pinnacle FUM soars 20%, introduces new boutique

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
... acquired Premium Asia Funds Management and took on three Asia-focused retail strategies. The Spheria Australian Microcap Fund (15.6%), MCP Credit Trust (11.5%), and Palisade Renewable Energy Fund (11%) were some of the top-performing strategies. "As ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
... call to close the business. While 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 ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... Defensive Australian Equity Fund (14.3%). In the Australian equities small caps category, the Spheria Australian Microcap Fund bested its peers with a 20% return. It was followed by the Ausbil Australian SmallCap Fund (16.8%) and the DNR Capital Australian ...

Pinnacle steadies FY23 profit, FUM

KARREN VERGARA  |  FRIDAY, 4 AUG 2023
... Metrics, Palisade, Plato, Resolution Capital, Riparian, Solaris and Spheria. Pinnacle named the Spheria Australian Microcap Fund as its star performer, outperforming its benchmark by delivering 12.4% over a five-year period, followed by Hyperion's ...

ASIC deepens investigation into Magnolia founder

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... institutional investors as investors," he said. Last year, Atkins claimed that the Magnolia Capital Emerging Companies Microcap Fund 1 was the "highest-performing microcap fund in Australia in the 12 months leading to December 2021, when compared to ...

Aussie small caps, property funds in the red

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... among its competitors, as was First Sentier's Wholesale Developing Companies Fund (-18.6% p.a.) and Ausbil's Microcap Fund (-18.3% p.a.). The Spheria Australian Microcap Fund on the other hand, returned 33.9% p.a., to top the leagues table on ...

Stop orders slapped on two Perpetual funds

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2022
... stop orders on two Aussie equities funds from Perpetual. Perpetual cannot offer or distribute the Perpetual Pure Microcap Fund or Perpetual Geared Australian Share Fund for the next 21 days unless ASIC revokes the orders sooner. ASIC said it is concerned ...

Top Aussie equities funds revealed

JAMIE WILLIAMSON  |  FRIDAY, 13 MAY 2022
... highest achievers both saw a return of 26.5%, that being the SGH Emerging Companies Fund and the Spheria Australian Microcap Fund. Note, over one year, the Spheria fund ranks first with a return of 42.7%. For large caps, PM Capital's Australian Companies ...

AMP North bolsters offering

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
... Income Fund, First Sentier Responsible Listed Infrastructure Fund, the Munro Global Growth Fund and the UBS Yarra Microcap Fund. North has also launched two new partnered managed portfolios (PMPs), with Milestone Financial and Coastline Advice. InvestSense ...
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