Australian Small and Mid-Cap Fund

BEG4601AU

Australian Small and Mid-Cap Fund BEG4601AU Strategy

The Fund generally gains its investment exposure by mainly investing in a portfolio of Small-Cap and Mid-Cap companies listed, or expected to be listed, on the Australian Securities Exchange. Australian Small and Mid-Cap companies are those companies that are outside the top 50 companies on the Australian Securities Exchange as determined by market capitalisation. The Fund aims to be invested with multiple active Underlying Investment Manager(s) whose investment strategies emphasize performance above the benchmark while aiming to control risk.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: May 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Private credit and its role for investors

A spotlight on the evolving asset class.
funds

10 US stocks the best fund managers have been selling in 2025

Top investors have taken profits in these names.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,006.80116.001.30%
CAC 407,822.670.670.01%
DAX 4024,289.5181.42-0.33%
Dow JONES (US)44,342.19142.30-0.32%
FTSE 1008,992.1219.480.22%
HKSE24,825.66326.711.33%
NASDAQ20,895.6510.010.05%
Nikkei 22539,819.1182.08-0.21%
NZX 50 Index12,880.4025.01-0.19%
S&P 5006,296.790.57-0.01%
S&P/ASX 2008,757.20118.201.37%
SSE Composite Index3,534.4817.660.50%

Market Movers