NEWS
Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund has returned +11.08% per annum since its inception in February 2009, an outperformance of +1.15% relative to the ASX 200 Total Return benchmark, which has returned +9.93% on an annualised...
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Performance Report: Airlie Australian Share Fund
The Airlie Australian Share Fund has returned +9.29% per annum since its inception in June 2018, an outperformance of +0.32% relative to the ASX 200 Total Return benchmark which has returned +8.97% on an annualised basis over the same period.
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Performance Report: Bennelong Emerging Companies Fund
The Bennelong Emerging Companies Fund has returned +19.65% per annum since its inception in November 2017, an outperformance of +10.76% relative to the ASX 200 Total Return benchmark which has returned +8.89% on an annualised basis over...
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Performance Report: 4D Global Infrastructure Fund (Unhedged)
The 4D Global Infrastructure Fund (Unhedged) rose by +4.18% in November, outperforming the S&P Global Infrastructure TR (AUD) benchmark by +0.82%. Since inception in March 2016, the fund has returned +10.40% per annum, a difference of...
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Performance Report: ECCM Systematic Trend Fund
The ECCM Systematic Trend Fund has returned +13.00% per annum since its inception in January 2020, an outperformance of +6.42% relative to the SG Trend benchmark which has returned +6.58% on an annualised basis over the same period.
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Performance Report: Bennelong Long Short Equity Fund
The Bennelong Long Short Equity Fund has returned +11.78% per annum since its inception in February 2002, an outperformance of +3.44% relative to the ASX 200 Total Return benchmark which has returned +8.49% on an annualised basis over the...
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Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund has returned +9.99% per annum since its inception in February 2009, an outperformance of +0.06% relative to the ASX 200 Total Return benchmark which has returned +10.16% on an annualised basis over...
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Performance Report: ASCF High Yield Fund
The ASCF High Yield Fund rose by +0.65% in October, outperforming the Bloomberg AusBond Composite 0+ Yr benchmark by +0.29%. Since inception in March 2017, the fund has returned +8.12% per annum, an outperformance of +6.03% relative to the...
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Performance Report: DAFM Digital Income Fund (Digital Income Class)
The DAFM Digital Income Fund (Digital Income Class) rose by +2.72% in October, outperforming the RBA Cash Rate + 3% benchmark by +2.19%. Since its inception in May 2021, the fund has returned +22.52% per annum, an outperformance of +16.68%...
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Performance Report: Canopy Global Small & Mid Cap Fund
The Canopy Global Small & Mid Cap Fund has returned +1.85% per annum since its inception in July 2024. In October, the fund saw mixed stock performance, with Edenred, Medpace and Assa Abloy contributing positively while AutoZone, Wise and...
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