What's the Risk? is a simple investment series we hope investors can use to better understand index and portfolio performance, along with addressing some investment questions and dilemmas.
Full videos can be found at https://www.youtube.com/@mancellfinancial
This podcast is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this podcast to make investment decisions and should seek professional advice.
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
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What's the Risk? is a simple investment series we hope investors can use to better understand index and portfolio performance, along with addressing some investment questions and dilemmas.
Full videos can be found at https://www.youtube.com/@mancellfinancial
This podcast is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this podcast to make investment decisions and should seek professional advice.
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
Hosted on Acast. See acast.com/privacy for more information.
Watch episode on youtube: https://www.youtube.com/watch?v=JL9LDHCTa4c
Published March 2025. In this episode of "What's the Risk?" we take a look at the historic performance of the MSCI World ex Australia Small Cap Quality 150 Index. Some people would know an ETF that seeks to track the performance of this index as VanEck's QSML ETF.
We briefly look at how the index is constructed by MSCI, but you can refer back to our pervious video on MSCI World ex Australia Quality Index for a better discussion on quality.
The index itself draws from MSCI World ex Australia Small Cap Index, so we compare the performance of the two indices since January 1999.
If we take MSCI's screen for quality and size, there certainly appears to have been a premium attached to it over this time period.
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Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
MSCI World ex Australia Small Cap Quality 150 Index (AUD) January 1999 – December 2024: Country Code AA. Total Returns Net Dividends in AUD
Source: MSCI MSCI data © MSCI 2025, all rights reserved.
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