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Printed: 22 June 2026 3:00 AM

Compare and Track 1,063 Managed Funds

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Peer Group Analysis View All»

Index Selector Links	1 Year	3 Year	5 Year
Alternatives	12.83%	8.97%	7.97%
Bonds / Diversified Fixed Interest	4.44%	5.23%	2.68%
Digital Assets	-25.15%	20.16%	10.39%
Equity Alternative - Asia	8.81%	9.23%	3.64%
Equity Alternative - Australia	8.23%	8.58%	6.12%
Equity Alternative - Global	21.59%	14.01%	9.65%
Equity Emerging Markets	6.22%	10.99%	6.46%
Equity Long - Asia	18.89%	13.79%	5.28%
Equity Long - Large Cap - Australia	2.36%	7.91%	6.12%
Equity Long - Large Cap - Global	11.34%	14.78%	9.02%
Equity Long - Small/Mid Cap - Australia	4.77%	9.80%	4.45%
Equity Long - Small/Mid Cap - Global	17.52%	16.67%	7.44%
Infrastructure	9.67%	10.84%	9.56%
Multi-Sector	10.35%	9.01%	5.87%
Private / Hybrid Credit	6.54%	8.33%	7.08%
Property	-1.32%	0.38%	1.12%
Real Estate Debt	8.36%	9.10%	7.85%

Hedge Clippings

Hedge Clippings |19 June 2026

19 Jun 2026 - FundMonitors.com

Central banks are trying to sound calm. Markets are trying to sound confident. Neither looks entirely convincing.

Read more...

19 Jun 2026 - Hedge Clippings |19 June 2026

By: FundMonitors.com

Hedge Clippings | 19 June 2026

Central banks are trying to sound calm. Markets are trying to sound confident. Neither looks entirely convincing.

RBA | The hold that did not sound relaxed

After three cuts, and three hikes in less than twelve months, the Reserve Bank left the cash rate unchanged at 4.35% this week, with the Board voting unanimously to stay on hold. That part was not the surprise. The tone was.

Borrowers looking for comfort would have found very little. Governor Michele Bullock made it clear that inflation remains the Board's first priority, and that any expectation of rate cuts needs to be handled with care. Markets may still be pricing in an easing later in 2026, but the RBA's tone did not appear in any hurry to endorse that view.

This is the problem with monetary policy at this stage of the cycle. Everyone wants the next move to be down, but central banks are paid to worry about what happens if they move too early. Inflation is elevated, and next Wednesday's release of May's CPI will tell a critical story, even before the reintroduction of the full federal fuel excise levy due in July.

Meanwhile employment has softened, but not collapsed. Households are under pressure, but spending has not fallen off a cliff. Consumer confidence, which has not been helped by concerns about property prices following the budget, is subdued at best, and in certain demographics at rock bottom.

That leaves the RBA in the least satisfying position available: waiting. And waiting, as any borrower will tell you, is not the same as relief.

Fed | Dots, doubts, and Kevin Warsh

Across the Pacific, the Federal Reserve held rates at 3.50% to 3.75%, which would no doubt have irritated Donald Trump, but not as much as it would have if announced by previous Fed Chairman, Jerome Powell. Persistent inflation, not helped by Trump's foray into the Middle East, is elevated in the US as well. One interesting side note to the meeting was incoming Chairman Kevin Warsh choosing to abandon forward guidance, aka the "Dot Plot".

For those fortunate enough not to spend their evenings reading Federal Reserve projections, the dot plot is where policymakers signal where they think interest rates are heading. Missing the dots does not change policy. But it does tell investors that the internal debate is not as neat as markets might like.

Markets have spent much of the past year trying to price the beginning of the next easing cycle. The Fed keeps reminding them that the beginning may be more conditional, and far less comfortable, than they would prefer.

Central banks have had a consistent fixation of keeping inflation in the 2-3% range. They can be fixated all they like, but don't hold your breath. In Australia where it is currently 4.2%, a range of 3-4% might be achievable - unless you believe there's a recession around the corner. You can view our interview with Nick Chaplin of Seed Funds Management following this week's RBA decision below.

Oil | Relief, for now

The US-Iran memorandum of understanding sent Brent crude down 9% to US$79, taking some of the heat out of energy markets after months of anxiety around the Strait of Hormuz.

That is welcome, but not conclusive. A potential Hormuz disruption still represents a serious risk, with 10 to 11 million barrels per day potentially affected in a severe shut-in scenario. The Geneva signing may reduce the immediate risk premium, but it does not remove the geopolitical fault line.

The immediate security threat may have dissipated, but it has certainly not disappeared. The price of oil may have fallen but the dislocation of supply lines and bottled-up price increases will take time to work through the system before they dissipate. Investors may have been given a breather. They have not been given certainty.

The bottom line

This was a week of holds, statements, warnings, and temporary relief. The RBA held, but did not comfort. The Fed held, but did not simplify. Oil fell, but the risk has not gone away. The G7 spoke of resilience, which usually means the world is becoming harder to manage.

For investors, the lesson is familiar. Volatility does not just reveal market direction. It reveals process. It shows which managers are relying on beta, which are managing risk, and which have a framework strong enough to survive when the story changes.

That is where FundMonitors matters. Weeks like this are exactly why manager research, peer comparison and performance analysis are worth doing properly.

News | Insights

Expert Analysis of the RBA's June 16 Rate Decision

Pressure at the pump | Magellan Investment Partners

Federal Budget 2026-27: Winners, Losers and Opportunities for the Mining Sector | Australian Secure Capital Fund

May 2026 Performance News

DS Capital Growth Fund

Bennelong Long Short Equity Fund

Insync Global Capital Aware Fund

ECCM Systematic Trend Fund

Bennelong Australian Equities Fund

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Insights and Fund News
Videos & Recordings

22 Jun 2026 Is the Consensus on Equities the Riskiest Trade... Author: East Coast Capital Management

A new data product launched recently by CNBC and wealth technology platform Addepar offers something genuinely useful: a quarterly window into how family offices (some of the...

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22 Jun 2026 - Is the Consensus on Equities the Riskiest Trade in the Room?

By: East Coast Capital Management

Is the Consensus on Equities the Riskiest Trade in the Room?

East Coast Capital Management

June 2026

(7-minute read)

A new data product launched recently by CNBC and wealth technology platform Addepar offers something genuinely useful: a quarterly window into how family offices (some of the most sophisticated pools of private capital in the world) are actually allocating their money.

The inaugural reading is instructive, and not entirely for the reasons its authors intended.

According to the tracker, equities now account for 34% of family office portfolios, up from 32% a year ago. This makes equities the largest and fastest-growing asset class in the cohort. Public stocks, the report notes, were one of the only categories to grow as a share of portfolios over the past year. Eighty per cent of those equity holdings sit in domestic US stocks.

That is a lot of conviction in a single asset class. And when an asset class commands that kind of weight in the portfolios of the most well-resourced investors in the world, it is worth pausing to ask a simple question: what does the price of that asset actually reflect?

What the Numbers Say

The Shiller CAPE ratio is the cyclically adjusted price-to-earnings ratio that smooths earnings across a full business cycle to filter out short-term distortions.

It currently sits at approximately 40.7.
The long-run median is 16.
The long-run average is closer to 17.

To put 40.7 in context: this is only the second time in the 155-year recorded history of the metric that US equities have traded above the 40 threshold. The first was the peak of the dot-com bubble in late 1999 and early 2000. History does not repeat, but the company the current reading keeps is worth noting.

The Buffett Indicator is the total US stock market capitalisation expressed as a percentage of GDP, which Warren Buffett himself described as "probably the best single measure of where valuations stand at any given moment".

It currently sits at approximately 220-240%, depending on the precise measure used.
That places it approximately two standard deviations above its long-run trend, firmly in territory that Buffett described in 2001 as "playing with fire."

Based on current levels, some models project the US equity market to deliver negative real returns over the next eight years. These are not fringe indicators. They are among the most widely respected tools in long-run valuation analysis. And right now, they are aligned in pointing in the same direction.

The "This Time is Different" Argument Deserves a Hearing

The most intelligent counter-argument to any valuation-based concern is the structural one: that the composition of the market has changed so fundamentally that historical averages are no longer the right benchmark.

It goes something like this. The S&P 500 today is dominated by a handful of companies including Microsoft, Nvidia, Apple, Alphabet and Meta that are not merely large but potentially transformative. Artificial intelligence, the argument runs, represents a genuine productivity step-change: the kind that compresses costs, expands margins, and accelerates earnings growth across the economy in ways that prior cycles simply did not.

If AI delivers on even a fraction of its projected economic impact, the earnings denominator in every valuation ratio is going to look very different in five years. On that view, a CAPE of 40 may not be irrational but simply forward-looking in a way that backward-averaging cannot capture.

This argument is not frivolous. There are serious economists and investors who make it carefully, and it deserves to be engaged rather than dismissed. But there are three problems with anchoring a 34% equity allocation to it:

The Track Record of Structural Arguments: The first is that "this time is different" has a reliable track record of being wrong at precisely the moments it feels most convincing. In 1999, the internet was also real, also transformative, and also going to change everything. It did. It just didn't justify the valuations attached to it at the time. Structural change and stretched valuations are not mutually exclusive, and the latter has historically resolved itself regardless of the former.
Timing and Distribution: The second problem is one of timing and distribution. Even if AI does deliver a step-change in corporate earnings, the market has to some extent already priced that expectation in. The question is whether current equity prices already reflect the optimistic scenario, leaving little margin for error if delivery is slower, more uneven, or more competitively distributed than the consensus assumes.
Concentration Risk: The third is concentration risk. The AI thesis is not a broad equity thesis, but a thesis about a small number of companies. A portfolio with 34% in public equities, 80% of that in US stocks, is substantially a bet on a narrow slice of the index that carries the AI premium. That is a very specific wager dressed up as asset class diversification.

The honest position is this: AI may well be structurally significant enough to justify higher-than-historical valuations.

But "higher than historical" is not the same as "as high as they currently are," and it is not a framework that removes the need to ask what happens if the thesis takes longer, costs more, or distributes differently than expected.

The Problem with Consensus

There is an important distinction between a decision that looks correct and a decision that is correct. When the world's most sophisticated investors are adding to equities at exactly the moment those equities are trading at historically extreme valuations, the two things can diverge significantly.

This is not a criticism of family offices. The past several years have rewarded equity concentration generously, and the behavioural pull of recent performance is well-documented. Professor Ulrike Malmendier's research on what she calls the "experience effect" demonstrates that investors systematically overweight the market conditions they have personally lived through.

A decade of strong equity returns leaves a mark. It shapes expectations, calibrates assumptions, and makes elevated allocations to equities feel entirely reasonable. Until it doesn't.

The CNBC/Addepar data shows equities growing as a share of family office portfolios at the same time that every major long-run valuation metric is flashing caution. That is not a coincidence. It is precisely what the experience effect predicts.

What Diversification is Actually Supposed to Do

The case for trend following as a complement to equity-heavy portfolios is rarely more relevant than it is in a high-valuation environment. Trend following does not require a view on whether equities will correct, or when. What it does is participate in sustained price moves - in any direction, across any asset class - without requiring the market to go up.

In environments where equities are priced for near-perfection and deliver something less than that, trend following has historically provided what researchers call crisis alpha: genuine uncorrelated returns precisely when conventional portfolios need them most.

There is a further point worth making, and it is one that often surprises people. Trend following does not require equities to fall in order to perform. If the AI thesis is correct and US equities continue their ascent, a trend-following strategy will participate in that move. It is, by design, long whatever is going up.

The irony is that trend following can trade a bubble just as effectively as it can trade a correction. It does not need to predict which one is coming. What it needs is for prices to move in a sustained direction (and markets at extreme valuations tend to be nothing if not directional) on the way up and, eventually, on the way down. The exit from a trend is governed by the same rules as the entry: no heroics, no forecasting, no requirement to be right about the macro.

The ECCM Systematic Trend Fund trades across more than 90 global futures markets - commodities, fixed income, currencies, equity indices - allowing it to capture trends wherever they emerge. In Q1 2026, that meant energy markets, where sustained directional moves provided meaningful returns while equity-heavy portfolios struggled.

The point is not that this will always happen. The point is that the opportunity set is genuinely broader than a portfolio concentrated in US public equities. The efficient frontier - the concept that the best risk-adjusted portfolio is not necessarily the highest-returning one, but the one that combines assets most efficiently - is often invoked in theory and ignored in practice. The Addepar data suggests that family offices, for all their sophistication, are no exception.

A Note on Expectations

None of this is a prediction. Elevated valuations can persist for longer than any rational model suggests they should. The CAPE ratio was above 30 for years before the dot-com correction. Markets can stay expensive.

But there is a difference between accepting that markets can remain expensive and deciding that 34% of a portfolio in expensive equities (and concentrated 80% in a single country) is the appropriate response to the current opportunity set.

At current valuations, US equities are being asked to do a lot of heavy lifting in portfolios that may have limited room to absorb disappointment. The question sophisticated investors should be asking is not whether equities belong in a portfolio. They do.

The question is what work those equities are being expected to do, and what happens to the portfolio if that work doesn't get done. Genuine diversification - across return types, not just asset labels - exists precisely for that scenario.

Wholesale clients can find more information on ECCM and the ECCM Systematic Trend Fund at Australian Fund Monitors and ECCM's website.

Funds operated by this manager:

ECCM Systematic Trend Fund

22 Jun 2026 Performance Report: Seed Funds Management... Author: FundMonitors.com

The Seed Funds Management Financial Income Fund rose by +0.56% in May. Since its inception in October 2015, the fund has returned +6.35% per annum, an outperformance of...

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19 Jun 2026 Expert Analysis of the RBA's June 16 Rate Decision Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management.

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19 Jun 2026 Performance Report: DS Capital Growth Fund Author: FundMonitors.com

The DS Capital Growth Fund rose by +1.31% in May, outperforming the ASX 200 Total Return benchmark by +0.16%. Since its inception in January 2013, the fund has returned...

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18 Jun 2026 Performance Report: Bennelong Long Short Equity... Author: FundMonitors.com

The Bennelong Long Short Equity Fund has returned +11.04% per annum, since its inception in February 2002, an outperformance of +2.75% relative to the benchmark which has...

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18 Jun 2026 Funding renewable projects across the world Author: Pendal

The transition to renewable electricity continues to be one of the most pressing global challenges.

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18 Jun 2026 - Funding renewable projects across the world

By: Pendal

Funding renewable projects across the world

Pendal

June 2026

(2 minutes read time)

Electricity generation is a large source of global emissions
Green bonds support net zero through cleaner electricity
Find out more about Pendal's Responsible Investing capabilities

Around two thirds of global emissions come from electricity generation.

Renewables and low carbon energy is a fundamental requirement in the transition to a net zero world.

Regnan Credit Impact Trust and Pendal Sustainable Australian Fixed Interest Fund invested in an AUD green bond by the Canada Pension Plan Investment Board (CPP Investments).

CPP Investments is controlled by the Canadian government and is one of the largest pension funds in the world.

It issued its first green bond in 2018[1] and continues to raise funds for investments in renewable energy and energy efficiency, low carbon and clean transportation and green buildings.

In the past, these types of bonds have invested in renewable energy projects across the world.

This includes two wind parks in northeastern Brazil run by Votorantim Energia, six wind and solar power projects in Canada operated by Cordelio Power, and three offshore wind farms in France that are under construction by Maple Power.

We anticipate this green bond to invest in similar types of projects.

A component of investing in this green bond includes reporting of environmental impact indicators associated with underlying projects.

This includes renewable energy generated per year, emissions avoided, waste reused or recycled, and reduction in air pollutants due to implementing low carbon and clean transportation.

[1] CPPIP 2023 Green Bond Impact Report 2023

Funds operated by this manager:

Pendal MicroCap Opportunities Fund , Pendal Global Select Fund - Class R , Pendal Sustainable Australian Fixed Interest Fund - Class R , Pendal Focus Australian Share Fund , Pendal Horizon Sustainable Australian Share Fund , Regnan Credit Impact Trust Fund , Pendal Sustainable Australian Share Fund , Pendal Sustainable Balanced Fund - Class R , Pendal Multi-Asset Target Return Fund

This information has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and is current as at December 8, 2021. PFSL is the responsible entity and issuer of units in the Pendal Multi-Asset Target Return Fund (Fund) ARSN: 623 987 968. A product disclosure statement (PDS) is available for the Fund and can be obtained by calling 1300 346 821 or visiting www.pendalgroup.com. The Target Market Determination (TMD) for the Fund is available at www.pendalgroup.com/ddo. You should obtain and consider the PDS and the TMD before deciding whether to acquire, continue to hold or dispose of units in the Fund. An investment in the Fund or any of the funds referred to in this web page is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. This information is for general purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient's personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation. The information may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information is complete and correct, to the maximum extent permitted by law neither PFSL nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information. Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance. Any projections are predictive only and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections. For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com

17 Jun 2026 Performance Report: Insync Global Capital Aware... Author: FundMonitors.com

The Insync Global Capital Aware Fund rose by +2.61% in May. The fund has delivered positive returns 81% of the time since inception in October 2009, in months when the market...

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17 Jun 2026 Are we losing the AGM,and does it matter? Author: Redwheel

Across Europe, annual general meetings are becoming less accessible. In Italy, 67% of AGMs in 2025 are being held behind closed doors, with no in-person or virtual access for...

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16 Jun 2026 Performance Report: ECCM Systematic Trend Fund Author: FundMonitors.com

The ECCM Systematic Trend Fund rose by+1.42% in May, outperforming the SG Trend benchmark by +1.16%. Since its inception in January 2020, the fund has returned +14.79% per...

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16 Jun 2026 Federal Budget 2026-27: Winners, Losers and... Author: Argonaut Funds Management

Argonaut Research Analyst Pia Donovan contributed to the latest edition of AMEC (Association of Mining and Exploration Companies)'s Explorer Magazine, sharing her analysis of...

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19 Jun 2026 Expert Analysis of the RBA's June 16 Rate Decision Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management.

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2 Jun 2026 National Adviser Roadshow - The Great Mispricing Author: Airlie Funds Management

Emma Fisher, Airlie's Deputy Head of Australian Equities, explores the "Great Mispricing" we're currently witnessing in Australian equities and where she is uncovering...

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2 Jun 2026 - National Adviser Roadshow - The Great Mispricing

By: Airlie Funds Management

National Adviser Roadshow - The Great Mispricing

Airlie Funds Management

May 2026

(Viewing time: 26 mins)

Emma Fisher, Airlie's Deputy Head of Australian Equities, explores the "Great Mispricing" we're currently witnessing in Australian equities and where she is uncovering attractive investment opportunities.

Funds operated by this manager:

Airlie Australian Share Fund Active ETF (ASX:AASF) , Airlie Small Companies Fund

Important Information:

This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 trading as Airlie Funds Management ('Airlie') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to an Airlie financial product or service may be obtained by calling +61 2 9235 4760 or by visiting www.airliefundsmanagement.com.au.

Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of an Airlie financial product or service may differ materially from those reflected or contemplated in such forward-looking statements.

This material may include data, research and other information from third party sources. Airlie makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Airlie. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Airlie will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material.

Any third party trademarks contained herein are the property of their respective owners and Airlie claims no ownership in, nor any affiliation with, such trademarks. Any third party trademarks that appear in this material are used for information purposes and only to identify the company names or brands of their respective owners. No affiliation, sponsorship or endorsement should be inferred from the use of these trademarks. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Airlie.

1 Jun 2026 Manager Insights | Digital Asset Funds Management Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Clint Maddock, Director and Co-Founder at Digital Asset Funds Management. Clint discussed how the fund has remained...

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21 May 2026 Global Perspectives: Addressing the most... Author: Janus Henderson Investors

In this episode, Portfolio Manager Denny Fish takes a deep dive into the current state of artificial intelligence (AI), including the latest advancements, its potential to...

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21 May 2026 - Global Perspectives: Addressing the most essential questions around AI

By: Janus Henderson Investors

Global Perspectives: Addressing the most

essential questions around AI

Janus Henderson Investors

May 2026

(Duration: 29 minutes)

In this episode, Portfolio Manager Denny Fish takes a deep dive into the current state of artificial intelligence (AI), including the latest advancements, its potential to propel economic growth, and the rise of agentic AI and its impact on software business models. He also shares insights from a recent research trip in China.

Funds operated by this manager:

Janus Henderson Australian Fixed Interest Fund , Janus Henderson Conservative Fixed Interest Fund , Janus Henderson Diversified Credit Fund , Janus Henderson Global Natural Resources Fund , Janus Henderson Tactical Income Fund , Janus Henderson Australian Fixed Interest Fund - Institutional , Janus Henderson Conservative Fixed Interest Fund - Institutional , Janus Henderson Cash Fund - Institutional , Janus Henderson Global Multi-Strategy Fund , Janus Henderson Global Sustainable Equity Fund , Janus Henderson Sustainable Credit Fund

All opinions and estimates in this information are subject to change without notice and are the views of the author at the time of publication. Janus Henderson is not under any obligation to update this information to the extent that it is or becomes out of date or incorrect. The information herein shall not in any way constitute advice or an invitation to invest. It is solely for information purposes and subject to change without notice. This information does not purport to be a comprehensive statement or description of any markets or securities referred to within. Any references to individual securities do not constitute a securities recommendation. Past performance is not indicative of future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

Whilst Janus Henderson believe that the information is correct at the date of publication, no warranty or representation is given to this effect and no responsibility can be accepted by Janus Henderson to any end users for any action taken on the basis of this information.

20 May 2026 Who's winning the AI race - and does it matter? Author: abrdn

In this episode, we explore how artificial intelligence (AI) is reshaping global competition. (Duration: 27 Mins)

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15 May 2026 Manager Insights | Datt Capital Author: FundMonitors and Datt Capital

Chris Gosselin, CEO of FundMonitors.com, speaks with Emanuel Datt, founder and Chief Investment Officer at
Datt Capital.

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8 May 2026 Expert Analysis of the RBA's May 5 Rate Decision Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management and Renny Ellis, Director & Head of Portfolio...

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4 May 2026 Manager Insights | Altor Capital Author: FundMonitors and Altor Capital

Chris Gosselin, CEO of FundMonitors.com, speaks with Benjamin Harrison, Chief Investment Officer at Altor Capital.

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1 May 2026 Expert analysis on what the RBA will do next... Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management and Renny Ellis, Director & Head of Portfolio...

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30 Apr 2026 Airlie Australian Share Fund Quarterly Update Author: Airlie Funds Management

Amid a highly dynamic market environment, Deputy Portfolio Manager Joe Wright and Senior Equities Analyst Jack McNally provide an update on the Airlie Australian Share Fund.

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30 Apr 2026 - Airlie Australian Share Fund Quarterly Update

By: Airlie Funds Management

Airlie Small Companies Fund Quarterly Update

Airlie Funds Management

January 2026

(Viewing time: 15 mins)

Amid a highly dynamic market environment, Deputy Portfolio Manager Joe Wright and Senior Equities Analyst Jack McNally provide an update on the Airlie Australian Share Fund. They discuss recent performance, including corporate activity and reporting season outcomes, as well as the impact of evolving market narratives such as artificial intelligence and geopolitical developments. Joe and Jack highlight how these dynamics have created opportunities across the portfolio, while reinforcing the fund's focus on quality businesses, disciplined valuation and long-term investment outcomes.

Funds operated by this manager:

Airlie Australian Share Fund Active ETF (ASX:AASF) , Airlie Small Companies Fund

Important Information:

This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 trading as Airlie Funds Management ('Airlie') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to an Airlie financial product or service may be obtained by calling +61 2 9235 4760 or by visiting www.airliefundsmanagement.com.au.

Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of an Airlie financial product or service may differ materially from those reflected or contemplated in such forward-looking statements.

This material may include data, research and other information from third party sources. Airlie makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Airlie. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Airlie will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material.

Any third party trademarks contained herein are the property of their respective owners and Airlie claims no ownership in, nor any affiliation with, such trademarks. Any third party trademarks that appear in this material are used for information purposes and only to identify the company names or brands of their respective owners. No affiliation, sponsorship or endorsement should be inferred from the use of these trademarks. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Airlie.

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