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...The S&P BSE small-cap index is down 4.9 per cent month to date....
...’s China or US funds....
...This does not capture all of GIC’s investments in public equities, which make up 30 per cent of the fund’s more than $700bn portfolio....
...Today, DFA manages about $677bn, and a decent chunk of that is invested in its suite of small-cap funds. such as its $15.4bn US Small Cap Portfolio....
...The broadening of ETF investors’ equity market enthusiasm was further evidenced by flows into European small-cap funds hitting a record high of $600mn in March, representing a chunky 18 per cent of all European...
...Cap Equity UCITs ETF (BBSD) for small caps....
...Of these, the 227 that traded the CSI1000 index — composed of Shanghai and Shenzhen-listed small cap stocks — reported an average annual return of 8.57 per cent....
...These are benefiting from the boom across the Pacific. This is great because I have no US equities at all....
...small-cap Russell 2000....
...Georgina Brittain, manager of the JPMorgan UK Small Cap Growth & Income trust, notes that in the past, mid-caps have traded at a premium to the FTSE 100 as they are considered more nimble and faster growing...
...It expresses positive views about large caps and negative ones about small caps....
...Since Indian passive equities funds are mostly large-cap, active managers have an opportunity to represent the sweep of the wider market, Morningstar says....
...A market cap below €3bn also put off some big fund managers as an investment in Douglas would be too small to move the needle on their portfolios....
...Over the past five, for example, the second worst performing ETF in my portfolio — UK equities — has twice the total return. I was running out of patience but kept convincing myself to hold on....
...To get a sense of just how unusual this is, note that in the past, during US bull markets in which large caps outperformed, small caps did not suffer....
...Which is perhaps a symptom of malaise among the small-caps....
...At around the same time, FTSE Russell changed its recognition of Saudi equities, moving them into the FTSE Global All Cap index — a popular global equity index....
...These differences stem from the very earliest passive equity income funds, which tracked the Stoxx Global Select Dividend 100 index....
...Upside caps therefore can differ widely as new funds are launched. At the start of 2022, the popular Innovator US Equity Power Buffer ETF had a 9 per cent cap....
...The broader CSI500 index and its small-cap counterpart CSI1000 index both closed about 7 per cent higher following Central Huijin’s announcement....
...“We see limited point in trying to find fundamental reasons behind the steep increase in stock prices of several mid-cap and small-cap stocks,” wrote Kotak Institutional Equities last month....
...“Equal weighting is a good way to keep the full broad market in your portfolio but tilt everything towards the small companies so you are not overweight the Nvidias, the Microsofts, the Teslas etc,” Armour...
...Look at large-cap earnings....
...My own long-distance portfolio contains a small allocation to Vanguard’s Global Small-Cap index fund, which has exposure to over 4,000 smaller company stocks in developed markets — just one of many ways...
...This is how a portfolio manager framed their purchase of Chinese equities on a recent Bloomberg show....
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