Equity Market Capitalisation Focus provides advisers with the ability to examine funds in greater detail and relates to the market capitalisation biases of each fund.
Large Cap – A fund that invests in large companies within a particular market or markets.
Large Cap Bias – A fund that invests predominantly in larger companies within a particular market or markets, but which also invests in mid and/or smaller capitalisation stocks.
All Cap – A fund that invests across all market capitalisations with no structural bias to any part of the market or markets.
Mid Cap – A fund that specifically invests in the mid-cap stocks of a particular market or markets.
Mid and Small Cap – A fund that invests specifically in the mid-cap and smaller companies within a particular market or markets.
Small Cap – A fund that invests specifically in the smaller companies within a particular market or markets.