Yarra Global Small Companies Fund
JBW0103AU
Yarra Global Small Companies Fund JBW0103AU Strategy
The Fund invests generally in companies with a market capitalisation below US$2 billion (excluding Australia). It invests in securities of companies which are listed or domiciled in countries included in the S&P/Citigroup Broad Market Index World less than US$2 Billion ex Australia. The Fund can invest up to 15% of assets in companies which are listed or traded on a recognised market in countries not included in the S&P Developed BMI under US$2 Billion (ex-Australia).
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
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
funds
Chart of the Week: The resounding impact of fees on your fund’s success
An updated look at the enduring predictive power of fees.
funds
Listed Investment Companies monthly performance: March 2026
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,958.80 | 9.90 | 0.11% |
| CAC 40 | 8,146.59 | 36.75 | -0.45% |
| DAX 40 | 25,003.04 | 101.66 | -0.40% |
| Dow JONES (US) | 51,078.88 | 46.42 | 0.09% |
| FTSE 100 | 10,338.95 | 70.33 | -0.68% |
| HKSE | 25,867.52 | 469.34 | 1.85% |
| NASDAQ | 27,086.81 | 114.19 | 0.42% |
| Nikkei 225 | 66,525.93 | 408.40 | -0.61% |
| NZX 50 Index | 13,170.71 | 73.84 | -0.56% |
| S&P 500 | 7,599.96 | 19.90 | 0.26% |
| S&P/ASX 200 | 8,720.40 | 13.70 | 0.16% |
| SSE Composite Index | 4,081.26 | 23.52 | 0.58% |