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

2 easy ways to access global SMID caps

Australian investors can now access Vaughan Nelson’s global SMID cap expertise in 2 ways.

Vaughan Nelson
Global Equity
SMID Fund
A portfolio of our best investment ideas in global SMID caps.
Learn more
Vaughan Nelson
Global Equity
SMID Fund
(Quoted Managed Fund)
A portfolio of our best investment ideas in global SMID caps now trading on the ASX.
Learn more

Photo Credit: Peter McBride