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: October 2023
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
Where do active managers add value?
Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
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Active vs. passive in listed real estate
Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day.
Morningstar Investment Ideas
Stocks
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Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 7,297.70 | 51.90 | 0.72% |
| CAC 40 | 7,280.29 | 12.65 | 0.17% |
| DAX 40 | 16,203.26 | 36.81 | 0.23% |
| Dow JONES (US) | 35,430.42 | 13.44 | 0.04% |
| FTSE 100 | 7,457.88 | 34.42 | 0.46% |
| HKSE | 17,042.88 | 49.44 | 0.29% |
| NASDAQ | 14,258.49 | 23.27 | -0.16% |
| Nikkei 225 | 33,486.89 | 165.67 | 0.50% |
| NZX 50 Index | 11,330.20 | 94.26 | 0.84% |
| S&P 500 | 4,550.58 | 4.31 | -0.09% |
| S&P/ASX 200 | 7,087.30 | 52.00 | 0.74% |
| SSE Composite Index | 3,029.67 | 7.99 | 0.26% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Pilbara Minerals Ltd PLS | 3.64 | 0.08 | 2.25% |
| Lendlease Group LLC | 6.63 | 0.04 | -0.60% |
| Telstra Group Ltd TLS | 3.82 | 0.04 | 1.06% |
| Car Group Ltd CAR | 27.78 | 0.24 | 0.87% |
| South32 Ltd S32 | 3.08 | 0.02 | 0.65% |
| Scentre Group SCG | 2.65 | 0.02 | 0.76% |
| Origin Energy Ltd ORG | 8.24 | 0.16 | -1.90% |
| Westgold Resources Ltd WGX | 2.14 | 0.03 | 1.42% |
| BHP Group Ltd BHP | 46.30 | 0.11 | 0.24% |
| Stockland Corp Ltd SGP | 4.13 | 0.06 | 1.47% |