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In August last year we launched an Emerging Leaders SMA (separately managed account), a portfolio that invests in companies outside the ASX100 with its primary focus being on industrial stocks held within the ASX100-ASX300.   We felt then that it was an optimal time to launch the SMA as we had seen a market resurgence led by large cap stocks, and as investor confidence was returning we expected to see the mid-cap space follow suit in terms of performance.

While our foray into this area of the market may have been somewhat premature, with the ASX Small Industrials underperforming the ASX200, the SMA’s performance has been outstanding, delivering 14.73% since inception and outperforming its benchmark by 10.54% over the previous six months.   We continue to see opportunity in this area of the market.

For more information on the portfolio, click on the link below and contact your adviser if you would like to discuss this investment option in more detail.