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://youtu.be/4pq9WMwZXTs
Published June 2025. In this episode of "What's the Risk?" we take a look at the historic performance of the S&P/ASX Small Ordinaries Index. Some people would know ETFs that seeks to track the performance of this index as Blackrock's ISO and State Street's SSO.
Small companies have long been understood to outperform larger companies, due to higher risk, but in Australia his index has shown a consistent track record of underperformance against larger counterparts. We discuss why that might be and Peter highlights a conversation he had with Ken French that adds some further understanding.
This is history and doesn't automatically mean the future performance will be as poor, so will you write off Australian small caps?
Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/
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.
S&P/ASX Small Ordinaries Index (Total Return) April 2000 - Present: S&P/ASX Small Ordinaries Index (Total Return), Source: S&P June 1992 - March 2000: ASX Small Ordinaries Accumulation Index, Source: ASX January 1991 - May 1992: ASX Small Ordinaries Index (Pre-Restructure)
January 1980 - December 1990: ASX Ex-50 Leaders Simulated Index, Source: John Nolan Associates
Returns in AUD Copyright 2025 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
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