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

 

, ,

Leave a Comment

Super funds grapple with hidden AI cross-exposures as boom runs on 

As super funds work to understand their total portfolio exposure to the artificial intelligence thematic, a complex picture of hidden betas and “attachment points” is gradually emerging. They also need to figure out how to play the same thematic in the “tricky” China market.

Sort content by