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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Blue skies and lawsuits power MLC Super returns higher

Global equities have driven most of MLC’s FY26 return so far, but its exposures to insurance-linked securities and “esoteric” credit have also put in the hard yards and helped the fund diversify beyond the AI thematic, according to chief investment officer Dan Farmer.

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