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Showing 1 - 10 of 95 results for "Small Ordinaries"

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 ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
... account for about $55 million. Over three years, the NovaPort Microcap Fund outperformed its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, delivering 1.71% against the index's 0.02%. Meanwhile, the Smaller Companies Fund delivered 2.43% ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... private equity and venture capital yielded an 18% return on investment compared to 9% for the ASX 100 and the ASX Small Ordinaries Index's 8%, according to the AIC. Haigh urges advisers eyeing private market opportunities to consider the spectrum ...

Private equity, venture capital outperform listed assets: Research

CHLOE WALKER  |  FRIDAY, 24 NOV 2023
... (VC) in Australia have yielded an 18% return on investment compared to 9% for the ASX 100 and 8% for the ASX Small Ordinaries Index in the last decade. According to the Australian Investment Council's latest Private capital benchmarking research ...

Global small caps outperform Aussie counterparts: SSGA

ANDREW MCKEAN  |  THURSDAY, 28 SEP 2023
... World Small Cap Index boasts a pool of 4313 constituents, vastly outnumbering the 198 options in the S&P/ASX Small Ordinaries Index as of August 31. This disparity presents more opportunities for active portfolio managers. "A fundamental principle in ...

New boutique hires EQT as RE

KARREN VERGARA  |  MONDAY, 31 JUL 2023
... Cap Quality Fund, will launch in September, and invests in smaller Australian companies and tracks the S&P/ASX Small Ordinaries Accumulation Index. The boutique is headed by Jarred Rubin as chief executive and managing director and chief investment officer ...
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