Doing big things in Australia with global SMIDs
Australian investors now have the opportunity to access Vaughan Nelson’s expertise in global small-mid caps.
Why invest in global SMIDs?
Over the long term, global SMIDs have out-performed global large caps¹
Diversify your portfolio with global SMID caps
Quality SMIDs may offer the potential to outperform
1 *As measured by total return of MSCI ACWI vs MSCI ACWI SMID in AUD from 01 Jan 2001 to 30 Sep 2024 (full range of overlapping data for both indices). Source: Morningstar Direct
Why Vaughan Nelson for global SMIDs?
Investment manager with over 50 years’ experience
Rigorous, bottom-up fundamental analysis combined with a macro-economic lens uncovers compelling investment opportunities
Managed by a global team with deep research expertise and strong capital allocation track record
Focus on a targeted return for our investors