Sentences with phrase «australian small cap equities»

Not exact matches

This is just my opinion, however it's reflected in the Australian figures above, with small cap funds having a survivorship rate of almost 84 % over five years compared to 75.11 % survivorship rate for Australian general International Equity Funds over the same time frame.

Andrew Joined Schroders in July 2007 and has 28 years industry experience managing large and small cap Australian Equities

Those looking for an edge in Australian equities might note that mid caps tend to offer a unique balance between the high growth (and therefore higher risk) of small caps and the stability (but slower growth) of large caps, which has led to meaningful outperformance year - to - date.

As of June 2016, 69 % and 38 % of Australian Equity General (large - cap) and Mid - and Small - Cap funds underperformed the S&P / ASX 200 and S&P / ASX Mid-Small indices, respectively, over the five - year pericap) and Mid - and Small - Cap funds underperformed the S&P / ASX 200 and S&P / ASX Mid-Small indices, respectively, over the five - year periCap funds underperformed the S&P / ASX 200 and S&P / ASX Mid-Small indices, respectively, over the five - year period.

Since we published the first SPIVA Australia Scorecard in 2009, we have observed that the majority of Australian active funds in most categories have failed to beat comparable benchmark indices over three - and five - year horizons (with the exception of the Australian Equity Mid - and Small - Cap category).

There were 74 %, 69 %, and 59 % of funds in the Australian Equity Mid - and Small - Cap, Australian Bonds, and Australian Equity General categories, respectively, that underperformed their respective benchmarks.