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Apex Fund
Apex Fund
The Apex Fund is a diversified yet specific investment fund across the large companies listed on the ASX, providing active returns with the backdrop of the security of the whole market. Large companies allows for both corellation with the broader market and yield through dividends.
Focus Fund
Focus Fund
The Focus Fund, while diversified across the ASX’s largest small companies, provides specific over investment in preferred companies and exposure to the micro cap sector Small stocks, especially micro caps, generally have greater growth potential
Allocating
Allocating
Portfolio volatility can be reduced and returns improved with allocations to small and micro caps as they are less correlated with major market indices.
Allocation to micro and small caps - historical analysis from the USA
Allocation to micro and small caps - historical analysis from the USA
This data was derived from the construction of a hypotejhtical portfolio of microcap stocks where the lowest-ranking decile by theme (financial strength, earnings quality and earnings growth) was eliminated and the focus placed on stocks with the highest-ranking combined score. The portfolio was refreshed monthly based on a rolling annual rebalance, generating a return stream for this portfolio for the 35-year period from 1982–2016. You can read more here.
Data Source: O’Shaughnessy Asset Management
Equitable Investors Pty Ltd is licensed as an Australian Financial Services Licensee (AFSL No. 505824)
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