Bigger is not better in small-caps race

 

Mid-cap funds

Highly recommended

Ausbil Emerging Leaders Fund

Recommended

BT Midcap Fund

Concise Midcap Fund

Small-cap funds

Highly recommended – upgrade

Celeste Australian Small Companies Fund

Highly recommended

Eley Griffiths Group Small Companies Fund

Recommended – new

Grant Samuel Australian Smaller Companies Fund

Zurich Small Companies Fund

Recommended

Fairview Emerging Companies Fund

Ironbark Karara Australian Small Companies Fund

Legg Mason Small Companies Trust

Perennial Value Smaller Companies Fund

UBS Small Companies Fund

 

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Geopolitical risks rewire asset allocation ‘operating system’: GIC

Some investors are “missing the point” of geopolitical risks by equating them to the disruptions from conflicts and wars, according to GIC chief economist Prakash Kannan, but in reality, geopolitical risk is no longer episodic or peripheral. This means investors need to think harder about inflation and country composition in their portfolio.

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