fund performance

Microcap Fund Review FY18

Mark Tobin
Mark Tobin
Independent Investment Research

FY18 was a strong year for both microcap and small caps indexes. Once again, microcaps significantly outperformed large caps. The S&P/ASX All Ordinaries Accumulation Index returned 13.7% for FY18 a healthy return. In contrast, the S&P/ASX Emerging Companies Index posted a stellar return of 23.2% for FY18. Leading to an... Show More

Gale Force Winds for the Index Unaware

Steve Johnson
Steve Johnson
Forager Funds

The competition is tough. Our Australian Shares Fund has returned 34% over the last 12 months. According to Morningstar, that ranked the Fund just 7th out of 24 in its category. And that’s a year in which the main index, the All Ordinaries Index, returned just 14% including dividends. When... Show More