SMID

Funds management

A strong focus on quality stocks and reduced volatility has led the Fairlight Global Small and Mid-Cap fund to receive a ‘recommended’ rating from Lonsec....

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Awards

The Fairview Equity Partners Emerging Companies fund won this year’s Money Management Fund Manager of the Year award in the Australian Small/Mid Cap Equities category....

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Funds management

Six small and mid-cap Australian equity funds have managed to achieve positive returns over the past 12 months, despite small-cap indices suffering worse than their large...

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Funds management

Ophir Asset Management has expanded its range with a third small-cap fund, this one focused on global equities. ...

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Funds management

Zurich Investments and Celeste Funds Management have announced a partnership to distribute Celeste’s Australian Small Companies Fund to the Australian market....

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Funds management

Australian small and mid-cap funds have seen the biggest fall from grace in the ACS sectors over the past year, falling from best-performing sector in 2018 to one of the ...

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Funds management

Bell Asset Management has been granted two ‘recommended’ ratings by Zenith in inaugural reviews of its two funds....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago