IML's Small and Mid Cap Funds. Simon provides an introduction to the IML Small Cap Funds and how they differentiate from each other. Fund Facts. Portfolio Managers: Simon Conn. Benchmark: S&P/ASX Small Ordinaries Accumulation Index. Inception: 1 Feb 2007. ARSN: 122 918 496. APIR: ;· Following are some Morningstar analyst thoughts on the funds: Colonial First State Australian Small Companies Fund (7006) "CFS Wholesale Australian Small Companies remains an excellent choice for investors looking for domestic small-cap exposure. An experienced and skilful team led by senior portfolio manager Dawn Kanelleas backs this Small and Mid-Cap Fund ("the Fund") aim to provide investors with a total investment return (after fees) that outperforms the benchmark over periods of seven years or longer. The Fund provides exposure predominantly to a diversified portfolio of Australian small and mid-cap securities managed directly or indirectly via pooled funds The small caps pushing for international growth. Read more How to ride the red hot small-cap rally. Read more Big chance for investors as Smallco reopens its flagship funds. Read more Small- and mid-cap gains highlight 'dangerous market' Read more Fund managers are ranked after markets rebound. Read more Smallco keeps its long-term Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and in Australian Small Cap Equities – There’s a Which small and microcap funds are doing best and what to Investing in Australian Small Cap Equities – There’s a Investing in Australian Small Cap Equities – There’s a The small cap index is a dud index. There is no “small cap effect” in Australia. Ultimately the decision to own any sub-set of investments must be assessed relative to the broader opportunity set. With small cap Australian equities that opportunity set is clearly the large cap or broader ;· >> Scroll down for tables comparing returns for small and micro cap funds Three stand-out performers in the past three years were Cyan, Perpetual and DMX When you look at the results in Australia compared to other markets, ours do the best against …1/31/2021 · The Paradice Global Small Cap strategy was established in August 2010 by lead portfolio manager/analyst Kevin Beck. The team comprises of four investment professionals including Kevin. The Fund typically invests in 60-80 global franchise businesses with strong net cash, low leverage, operating in a niche ;· If you find you are, in fact, lighter in small-company exposure than you’d like, you can turn to our shortlist of the best small-cap mutual funds and exchange-traded funds-- those funds with at The issuer of Fidelity's funds is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. References to ($) are in Australian dollars unless stated otherwise. Details of Fidelity Australia’s provision of financial services to retail clients are set out in our Financial Services Guide, a copy of which can be downloaded from our website.

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