YHD - Delayed Quote AUD

Macquarie Australian Small Companies (14325.AX)

2.0600 -0.0300 (-1.44%)
At close: June 28 at 6:07:38 PM EDT
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DELL
  • Previous Close 2.0900
  • YTD Return 8.93%
  • Expense Ratio 0.00%
  • Category Equity Australia Mid/Small Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 71.7M
  • Beta (5Y Monthly) 0.97
  • Yield 0.68%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.00
  • Inception Date Jun 7, 2006

The Fund provides exposure to an actively managed and diversified portfolio of Australian small cap equities through securities listed, or expected to be listed, on the Australian Securities Exchange. The Fund may also provide exposure to equity issued by Australian entities on offshore exchanges, derivatives (including options, futures, warrants and forwards) and cash.

Macquarie Bank Group

Fund Family

Equity Australia Mid/Small Growth

Fund Category

71.7M

Net Assets

2006-06-07

Inception Date

Performance Overview: 14325.AX

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Trailing returns as of 4/30/2016. Category is Equity Australia Mid/Small Growth.

YTD Return

14325.AX
8.93%
Category
1.47%
 

1-Year Return

14325.AX
36.74%
Category
8.90%
 

3-Year Return

14325.AX
17.42%
Category
7.94%
 

5-Year Return

14325.AX
7.62%
Category
9.07%
 

Holdings: 14325.AX

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Top 10 Holdings (43.33% of Total Assets)

SymbolCompany% Assets
MAQAF.AX
MAQAF.AX 5.57%
ACNXF.AX
ACNXF.AX 4.83%
IFN.AX
IFN.AX 4.44%
BWX.AX
BWX.AX 4.41%
CRRLF.NZ
CRRLF.NZ 4.34%
CAHPF.AX
CAHPF.AX 4.12%
GTY.AX
GTY.AX 4.06%
4.03%
MAYNF.AX
MAYNF.AX 3.84%
BLMMF.AX
BLMMF.AX 3.69%

Sector Weightings

Sector14325.AX
Technology   16.30%
Healthcare   9.34%
Industrials   6.57%
Utilities   5.24%
Real Estate   5.01%
Energy   0.00%

Recent News: 14325.AX

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Research Reports: 14325.AX

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