AdviserVoiceZenith sector report: Australian shares - small companies - AdviserVoice https://www.adviservoice.com.au/2022/03/zenith-sector-report-australian-shares-small-companies/ Financial planner information & financial planner education/CPD - AdviserVoice Thu, 11 Jun 2026 21:30:14 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 Zenith sector report: Australian shares – small companies https://www.adviservoice.com.au/2022/03/zenith-sector-report-australian-shares-small-companies/ https://www.adviservoice.com.au/2022/03/zenith-sector-report-australian-shares-small-companies/#respond Mon, 14 Mar 2022 20:50:57 +0000 https://www.adviservoice.com.au/?p=80550 Zenith Investment Partners has released its sector report on Australian shares – small companies. In it Zenith says it believes the best fishing spot for active managers is the Australian small cap pond, which is represented by the S&P/ASX Small Ordinaries Index.  “A diverse and under-researched opportunity set gives an active manager the best chance of outperforming.”

It says there is a persistent outperformance profile for Zenith’s rated small cap managers.

“While active smaller companies funds rated by Zenith have demonstrated persistent benchmark outperformance over the long term, we have seen an acceleration of excess returns in recent years.

“Over the 12 months to 31 December 2021, Zenith’s rated Australian small cap managers produced an average return of 22.3% (after fees), comparing favourably to the S&P/ASX Small Ordinaries Index, which returned 16.9% over the same period.”

Read the report.

]]> Zenith Investment Partners has released its sector report on Australian shares – small companies. In it Zenith says it believes the best fishing spot for active managers is the Australian small cap pond, which is represented by the S&P/ASX Small Ordinaries Index.  “A diverse and under-researched opportunity set gives an active manager the best chance of outperforming.”

It says there is a persistent outperformance profile for Zenith’s rated small cap managers.

“While active smaller companies funds rated by Zenith have demonstrated persistent benchmark outperformance over the long term, we have seen an acceleration of excess returns in recent years.

“Over the 12 months to 31 December 2021, Zenith’s rated Australian small cap managers produced an average return of 22.3% (after fees), comparing favourably to the S&P/ASX Small Ordinaries Index, which returned 16.9% over the same period.”

Read the report.

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