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Showing 1 - 10 of 38 results for "Small Ordinaries Index"

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
Financial advisers are feeling energised by private markets as fund managers pave the way to make opportunities accessible not only to sophisticated investors but also retail clients more than ever. Diversification, enhanced returns, and improved accessibility ...

Private equity, venture capital outperform listed assets: Research

CHLOE WALKER  |  FRIDAY, 24 NOV 2023
... 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 report ...

Global small caps outperform Aussie counterparts: SSGA

ANDREW MCKEAN  |  THURSDAY, 28 SEP 2023
... 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 active ...

Fresh fundies outperform

ALLY SELBY  |  THURSDAY, 15 OCT 2020
... before tax. Since its inception, it has returned 17.4% per annum. In comparison, its benchmark S&P/ASX Small Ordinaries Index returned -0.6%, -2.7% and 6.1% over the same time periods. The index has returned -0.6% per annum since July 2018. For context ...

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
... underperformed by 50 basis points. The median small companies fund, in comparison, outperformed the S&P/ASX Small Ordinaries index by 80 basis points. Australian Unity Platypus Australian Equities (13.6% p.a.), Fidelity Future Leaders Fund (13.4% p.a.) ...

Aussie small caps outperform

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... stellar performances from the likes of Lakehouse Capital, SG Hiscock and OC Funds Management. While the ASX Small Ordinaries Index returned 6.5% over a three year period, Lakehouse Small Companies Fund earned a whopping 26.2%, followed by the SG Hiscock ...

Top performing Aussie equity funds unveiled

ANNABELLE DICKSON  |  FRIDAY, 14 AUG 2020
... cap sector, Lake House Small Companies Fund returned 23.5% per annum over three years against the ASX 200 Small Ordinaries index of $6.1%. SGH Emerging Companies Fund came in second at 16.7% and the Lincoln Wholesale Australian Growth Fund at 16.6%. ...

Small caps soar amid accelerated revolution

ALLY SELBY  |  THURSDAY, 21 MAY 2020
... outperformed. During March, small caps performed broadly in line with their larger counterparts, with the ASX Small Ordinaries Index dropping 20%, compared to the S&P/ASX 50's fall of 17.3%. Since the beginning of April, both small and large caps ...

New open ended fund launches

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 OCT 2019
... Dynamic Fund is an open-ended, Australian small and mid-cap equity fund which aims to outperform the S&P/ASX Small Ordinaries index. It is the Australian version of Milford Asset Management's New Zealand dynamic fund offering. Co-portfolio manager Michael ...

Aussie active managers underperform

ELIZABETH MCARTHUR  |  THURSDAY, 26 SEP 2019
... three years, the benchmark indexes were 12.9% pa from the S&P ASX 200 Index and 10.7% pa from the S&P ASX Small Ordinaries Index The research found that the among active core products the median return was 12.6% per annum, the mean return was 11.9% and ...
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