NEWS
Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) rose by +1.36% over the past 12 months. In July, Goodman Group in Australia was a key contributor, while holdings in the UK and Europe detracted, and Quay remains positive on the sector,...
Read more...
Performance Report: Glenmore Australian Equities Fund
The Glenmore Australian Equities Fund rose by +5.40% in July, outperforming the ASX 200 Total Return benchmark by +3.04%. Since inception in June 2017, the fund has returned +18.91% per annum, an outperformance of +9.47% relative to the...
Read more...
Performance Report: Canopy Global Small & Mid Cap Fund
The Canopy Global Small & Mid Cap Fund rose by +1.90% in July, driven by strong gains from Medpace, PTC and Trex, while Brown & Brown, Gartner and Tradeweb detracted from returns. Canopy remains constructive on the market, noting easing...
Read more...
Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.81% in July, outperforming the RBA Cash Rate + 5% benchmark by +0.10%. Since inception in April 2018, the fund has returned +11.43% per annum, an outperformance of +4.45% relative to the benchmark...
Read more...
Performance Report: DS Capital Growth Fund
The DS Capital Growth Fund rose by +2.21% in July. Since inception in January 2013, the fund has returned +13.09% per annum, an outperformance of +3.60% relative to the ASX 200 Total Return benchmark which has returned +9.49% on an...
Read more...
Performance Report: Cyan C3G Fund
The Cyan C3G Fund rose by +18.51% over the past 12 months, outperforming the ASX Small Ordinaries Total Return benchmark by +6.97%. In July, strong performances from Beforepay, Bioxyne and Alcidion were offset by a sharp pullback in Locate...
Read more...
Performance Report: 4D Global Infrastructure Fund (Unhedged)
The 4D Global Infrastructure Fund (Unhedged) rose by +14.83% over the past 12 months. American Electric Power was the top contributor and Brazilian rail operator Rumo the largest detractor, with 4D maintaining a positive view on listed...
Read more...
Performance Report: Skerryvore Global Emerging Markets All-Cap Equity Fund
The Skerryvore Global Emerging Markets All-Cap Equity Fund has returned +4.92% per annum since inception in August 2021. In July, top contributors included Mega Lifesciences, Taiwan Semiconductor, and Hindustan Unilever, while Raia...
Read more...
Performance Report: Bennelong Emerging Companies Fund
The Bennelong Emerging Companies Fund rose by +4.23% in July, outperforming the ASX 200 Total Return benchmark by +1.87%. Since inception in November 2017, the fund has returned +20.47% per annum, an outperformance of +11.18% relative to...
Read more...
Performance Report: Airlie Australian Share Fund
The Airlie Australian Share Fund rose by +2.70% in July, outperforming the ASX 200 Total Return benchmark by +0.33%. Since inception in June 2018, the fund has returned +10.50% per annum, an outperformance of +1.09% relative to the...
Read more...
