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Australian Small and Mid Caps28 October 2021
The sweet spot of Australian equities
Last year the S&P and the ASX celebrated 20 years of its S&P/ASX index series. This year they celebrated 20 years since an ETF tracked one of these indices. Since then ETFs on ASX have proliferated. Here we provide some insight, comparing the market capitalisation indices that make up the S&P/ASX series: S&P/ASX 200, S&P/ASX 50, S&P/ASX MidCap 50 and the S&P/ASX Small Ordinaries Index. The results may surprise you.
Australian Small and Mid Caps19 October 2021
Dividend stocks beyond Australian blue chips
by Cameron McCormack, Portfolio Manager
Read This Now2020 was a difficult year for yield chasing investors as companies cancelled/reduced dividend payments to shore up cash flows in light of uncertainties navigating COVID-19. Large cap stocks, notably big four bank dividends for 2020 were on average 60% lower than 2019.
Australian Small and Mid Caps09 February 2018
Middleweights punching above the heavyweights
by Brett Liddell, CFA
Read This NowIn 2017, the S&P/ASX MidCap 50 Index returned 22.06% almost double the returns of the S&P/ASX 200 Accumulation Index. Last year was not an aberration, over one, three, five and fifteen years the S&P/ASX MidCap 50 Index has the highest returns compared to the broad, large and small-cap S&P/ASX indices
Australian Small and Mid Caps20 June 2017
Don’t forget mid-caps
by Brett Liddell, CFA
Read This NowIt’s no secret that most Australian investors are concentrated in blue-chip shares. By holding too many large eggs in too few baskets investors maybe missing out on the growth opportunities offered by Australian mid-caps.
Australian Small and Mid Caps26 May 2017
Mastering Small Companies with Smart Beta
by Michael Brown, Finance Director
Read This NowIt has been difficult to take a passive approach to invest in Australian small companies - enter smart beta.