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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New Future Fund CIO eyes shifting dynamics in emerging markets

The Future Fund delivered a 14.8 per cent one-year return to June 30, 2026, attributing the return to a combination of exposure to commodities, geographic diversification, an increased focus on active management and low exposure to bonds. Newly minted chief investment officer Richard Brandweiner also highlighted strong performance in emerging markets.  

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