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Showing 1 - 10 of 42 results for "Small Ordinaries Accumulation Index"

Warakirri terminates Flinders fund

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
... 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 achieve a 3% outperformance ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
... 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% against the same benchmark. ...

New boutique hires EQT as RE

KARREN VERGARA  |  MONDAY, 31 JUL 2023
... 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 Michael Skinner. ...

Tyndall launches Aussie small cap fund

JAMIE WILLIAMSON  |  THURSDAY, 18 MAY 2023
... consistent risk-adjusted returns over the long term, with capital growth. It tracks the S&P/ASX Small Ordinaries Accumulation Index and has a minimum investment of $10,000. "We're excited to be adding Australian small caps to our suite of capabilities ...

Mercer pumps $100m into Perennial Partners strategy

CHLOE WALKER  |  MONDAY, 25 JUL 2022
... years ago, the Trust has delivered a +7.0% p.a. return net of fees, outperforming the S&P/ASX Small Ordinaries Accumulation Index benchmark by +5.1% p.a."

Perennial establishes ESG boutique

RACHEL ALEMBAKIS  |  THURSDAY, 22 APR 2021
... Perennial Better Future Trust has returned 13.3% per annum. It has outperformed the S&P/ASX Small Ordinaries Accumulation Index by 6.2% per annum and the ASX 300 Accumulation Index by 5.6% per annum since inception to the end of March 2021. O'Neill will ...

Ausbil adds to mFund lineup

KANIKA SOOD  |  TUESDAY, 6 APR 2021
... Willoughby-Thomas and Arden Jennings. It has since returned 57.26% to the 30.42% from S&P/ASX Small Ordinaries Accumulation Index. Its biggest holdings included Nuix, Galaxy Resources, Lynas, IGO and Uniti Group. ASX's mFund marketplace had 236 funds ...

Industry fund awards $60m small caps mandate

KANIKA SOOD  |  MONDAY, 15 FEB 2021
... Fund returned 20.1% in the year ending January, compared to 5.38% from its benchmark S&P/ASX Small Ordinaries Accumulation Index over the same period. Three-year returns for the strategy are 12% p.a. to the benchmark's 6.69% p.a. over the period. ...

UniSuper awards small caps mandate

KANIKA SOOD  |  TUESDAY, 11 DEC 2018
... returned 17.2% per annum since its April 2017 inception. This is 8.5% over its benchmark S&P/ASX Small Ordinaries Accumulation Index's 8.72% p.a. return. Earlier this year, the boutique added a microcap strategy. This has lost 4.54% since its 31 January ...

Flinders fund offers insto rates for retail investors on HUB24

KANIKA SOOD  |  TUESDAY, 10 APR 2018
... actively-managed portfolio invests in small and emerging Australian companies. It aims tobeat the S&P/ASX Small Ordinaries Accumulation Index by 3%. Last year it outperformed the benchmark by 2.97%, returning 17.96% as opposed to All Ordinaries' 14.99% ...
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