Sydney NSW 2000

About the manager Karara Capital is a specialist investment manager focusing on the active management of funds investing in Australian equities. ARI Equity - Australia 3 m 6 m 1 yr 3 yr p.a. OnePath WS-Emerging Companies Wholesale Fund Report | Report generated 28 Aug 2020 | Read the Analyst Research Report. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures.

They Want to Do More, Biotech Investor Sees Covid-19 Drug Shaking Off Company’s Tarnished Past, Qatar’s $300 Billion Wealth Fund Realigns Structure Under CEO, Managers of $25 Trillion Are Almost All Bond Quant Believers, Aramco Scales Back $20 Billion Chemicals Plant to Cost Cuts, Ant Group Wins China Approval for Hong Kong IPO Plan, JPMorgan PB Says 'Very Constructive' on China, EM Asia, OnePath & ANZ Funds Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

10.0-4.4-4.0: 8.0: 7.6: 7.8-12.2-7.9: 4.0: 4.3: 105/510: 17/510: 62/510: 28/427: 18/394: Quartile Ranking: 1: 1: 1: 1: 1: Performance Criteria. 35 0 obj <>/Filter/FlateDecode/ID[<8D21A1A08C843FD952CFB256B5DB1E13><08ECABA234A3824786B1CEF62AC434DF>]/Index[14 36]/Info 13 0 R/Length 98/Prev 45439/Root 15 0 R/Size 50/Type/XRef/W[1 2 1]>>stream OnePath Wholesale - Emerging Companies (Wholesale) Responsible Entity: OnePath Funds Management Limited: APIR Code: MMF0112AU: Sector/Asset Class: Equity Australia Mid/Small Growth: Morningstar Rating (as at 31 Jul 2020) Legal Structure: Investment Fund: Fund Inception: 24 Dec 1996: Fund Size: $40.44 million (as at 31 Jul 2020) Entry Price Data and content is provided for personal use only. Touch device users, explore by touch or with swipe gestures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. 5 yr p.a. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. Performance. Performance as at 31.05.2020. Category: Equity Australia Mid/Small Growth.

* InvestSMART's capped Management Fee (capped at $451p.a.) Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

brokerage and assuming dividends re-invested and no withdrawals.

This may not include all funds available for retail investment in Australia.

The Fund's objective is to provide capital growth over the medium to long-term. OnePath Investment Savings Bond - OnePath Emerging Companies is a unit trust incorporated in Australia. {{ modelPortfolio.mer * 100 | number:2 }}, {{ fund.benchmark.peers.mer * 100 | number:2 }}, Average of peers ({{ fund.benchmark.peers.peerCount }}), Market index (S&P/ASX Small Ordinaries TR AUD), Copyright © 1999-2020 InvestSMART Financial Services Pty Ltd. All rights reserved | Australian Financial Services Licensee: AFSL # 226435 | ABN 70 089 038 531 |, {{ fund.benchmark.peers.peerCount }} peers, Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund), OnePath Wholesale - Emerging Companies - Managed fund profile.

Performance as at 31.07.2020. Historical performance is not a reliable indicator of future performance. h�b```f``rc`e`P���π �L,@����c�) C1Cc��E�毼oL�]�q���p��ᩂ�Ic� ��� M,� %PDF-1.5 %���� This may not include all funds available for retail investment in Australia.

Fund data sourced from Morningstar. ^^ 557 Buy recommendations published by Intelligent Investor between 1 June 2001 and 30 June 2019 were independently verified by EY, as per the Recommendations Report; adjusted for franking, excludes admin and brokerage costs. Financial Year Total Returns. ASP Equity - Australia 3 m 6 m 1 yr 3 yr p.a. Performance figures are shown in Australian dollar (AUD). ��F��[m@j�� ɕA>�2>~d�����:�;Z4��Ep����Hv���s{=n��t�ǜ��aU�țL�Bv���4�(r Fwu5�v��C6q�-KW���Ô���/���99NW,8NW2Ip�ۅ�����dp��NY��_e�[�Qs��rទvB)��a�/w�#+��8������`���΀U� �vѶ��]���G�����˗O~�����6,�e���#������(��,f^8�Vy�����EVf��w���r. OnePath Emerging Companies Fund overview OnePath Emerging Companies invests in a diversified portfolio of smaller companies with growth potential. 5 yr p.a. 49 0 obj <>stream Past performance is not a reliable indicator of future performance. Fees are calculated by Morningstar as the average over 10 years. Australia. Jun-18 Jun-19 Jun-20 Jul-20 ; Fund: 20.21: 3.87-2.57: 3.40 +/- Cat-2.18: …

For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth.

No pricing data is available for this time frame, Jack Ma’s Ant Receives Hong Kong Exchange Approval for IPO, Brookfield Invests $2 Billion in Biggest India Property Deal, Didi Seeks 2021 Hong Kong IPO at $60 Billion Value, Reuters Says, Goldman Poised to Pay More Than $2 Billion in DOJ’s 1MDB Probe, The Post-Covid Trading Floor Is Here — With Buffet Lunches, No Masks, Foreign Investors Flock to Japan With Buffett’s Seal of Approval, SoftBank Amasses Over $20 Billion in Public Stock Unit, Brookfield Weighs $3 Billion Life Sciences Real Estate Portfolio Sale, They Pumped $9 Billion Into Small Businesses. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database.

Onepath Emerging Companies.

Only funds with > three year returns were included in any fee comparison, and were compared to Morningstar's nominated benchmark. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance. About OnePath OneAnswer Personal Super - OnePath Emerging Companies. When autocomplete results are available use up and down arrows to review and enter to select. Brokerage costs are not included in this calculation. Performance figures are shown in Australian dollar (AUD). The {{ }} portfolio has fair and transparent fees to help you keep more money in your pocket. OnePath Emerging Companies. Underperform the industry standard benchmarks.

does not include fees charged within any ETF held in this portfolio, estimated to be approximately 0.18% (indirect cost ratio). 2.4-2.5: 3.0: 8.1: 6.6-9.0-13.9-5.9: 3.5: 3.6: 2/405: 3/405: 17/405: 20/372: 17/355: Quartile Ranking: 1: 1: 1: 1: 1: Performance Criteria.

Established in 2007 by its Fund: OnePath WS-Emerging Companies.

hޤU�n�8��yL�p)R� (8v��� v���u��%CR���;C�������p�$�c ��[��8�#��8qP")�G� 31 Jul 2020.

Before it's here, it's on the Bloomberg Terminal.

14 0 obj <> endobj Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. Fee data may not include all costs being charged such as platform and adviser fees.

endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream @��;����Q)��(` fgP Growth of $10,000. 0 Index: S&P/ASX Small Ordinaries TR AUD. You should consider the product disclosure statement before making a decision about a product.

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ }} as their benchmark.

The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made.

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.
242 Pitt Street