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Showing 1 - 10 of 100 results for "Small Ordinaries"

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
... The unlisted fund has returned 3.2% over the past 12 months as at March 31, which underperformed the S&P/ASX Small Ordinaries Accumulation Index (13.7%) by over 10%. However, over a decade horizon the fund returned 8.5% per annum (after fees), outperforming ...

Contact Asset Management terminates sole fund

JAMIE WILLIAMSON  |  WEDNESDAY, 25 MAR 2026
... achieved a return of 18.6% over the past year "which compares favourably to a blended S&P/ASX Mid-cap 50 & S&P/ASX Small Ordinaries Accumulation Index which has returned 8.7% over the same period." Over three and five years it slightly underperformed ...

Tyndall AM boosts small cap team

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... Companies Fund has delivered annual returns of 20.65% since its inception in March 2023, outperforming the S&P/ASX Small Ordinaries Index (14.84% p.a.) by 581 basis points on a net basis.

GSFM becomes exclusive distributor for Auscap

MATTHEW WAI  |  WEDNESDAY, 10 SEP 2025
... the period. Meanwhile, the Ex-20 Australian Equities Fund (18.50%) slightly underperformed against the S&P/ASX Small Ordinaries TR AUD index, which returned 18.70% over the same period. It currently contains $42.0 million in NAV. Additionally, the Ex-20 ...

Future Generation delivers 10.8%, increases dividend

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... "Over the past 12 months to 30 June 2025 the S&P/ASX All Ordinaries Accumulation Index outperformed the S&P/ASX Small Ordinaries Accumulation Index by 0.9%, largely due to the concentrated performance of a few large-cap names such as Commonwealth Bank ...

Third Link adds three underlying Aussie equity managers

MATTHEW WAI  |  MONDAY, 12 MAY 2025
... "under-researched" opportunities with attractive long-term growth potential. It aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term after fees. Firetrail Investments portfolio managers Matthew Fist and Eleanor ...

The top Australian small-cap fund, year after year

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
... investment survey. The fund has returned 39.6% over one year besting the median fund's 3.5% return and S&P/ASX Small Ordinaries benchmark's -1.33%. Over three years, it's returned 25% per annum, well ahead of the median fund's 4.3% return ...

Alpencrest ramps up expansion, signs Aussie affiliate

KARREN VERGARA  |  FRIDAY, 21 FEB 2025
... said LSN recorded a strong three-year track record in December 2024 with a 7.1% p.a. outperformance above the Small Ordinaries Index. "LSN focuses on identifying high-quality, underappreciated small-cap opportunities within the Australian equities market ...

Warakirri terminates Flinders fund

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
... underperformed the benchmark. Since inception, it has returned 7.9% per annum while its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, returned 8.36%. The Flinders Emerging Companies Fund invested in Australian small caps and pledged to ...

Monash Investors merges with DMX AM

ELIZA BAVIN  |  TUESDAY, 13 AUG 2024
... unlisted retail unit trust offering investors an Australian equity exposure which aims to outperform the S&P ASX Small Ordinaries Total Return Index over the medium term. The fund has been in operation since July 2012, and over this time after all fees ...
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