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
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Listed Investment Companies monthly performance: January 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
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,478.80 | 74.90 | 0.89% |
| CAC 40 | 8,166.98 | 55.35 | 0.68% |
| DAX 40 | 22,798.22 | 246.79 | 1.09% |
| Dow JONES (US) | 43,840.91 | 601.41 | 1.39% |
| FTSE 100 | 8,851.17 | 41.43 | 0.47% |
| HKSE | 23,006.27 | 64.95 | 0.28% |
| NASDAQ | 18,847.28 | 302.86 | 1.63% |
| Nikkei 225 | 37,785.47 | 629.97 | 1.70% |
| NZX 50 Index | 12,550.05 | 51.37 | -0.41% |
| S&P 500 | 5,954.50 | 92.93 | 1.59% |
| S&P/ASX 200 | 8,245.70 | 73.30 | 0.90% |
| SSE Composite Index | 3,316.93 | 3.97 | -0.12% |