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

Hyperion Asset Management named Fund Manager of the Year

Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
funds

Why small caps could shine bright in 2025?

Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
funds

KiwiSaver Survey | December Quarter 2024

The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,601.7097.40-1.12%
CAC 408,122.5812.040.15%
DAX 4022,314.65118.98-0.53%
Dow JONES (US)44,066.73560.86-1.26%
FTSE 1008,662.9749.56-0.57%
HKSE22,576.98367.26-1.60%
NASDAQ19,929.85126.41-0.63%
Nikkei 22538,678.04486.57-1.24%
NZX 50 Index12,880.36153.00-1.17%
S&P 5006,106.5837.57-0.61%
S&P/ASX 2008,322.8096.40-1.15%
SSE Composite Index3,350.780.76-0.02%

Market Movers