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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As the Magnificent Seven fade, CFS looks further afield for returns

Colonial First State chief investment officer Jonathan Armitage says a shift away from reliance on US mega-cap tech stocks is reshaping portfolio resilience, with emerging markets, private debt and catastrophe bonds helping to drive returns across the portfolio.

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