NEWS

4 Sep 2020 - Manager Insights | Australian Eagle Asset Management
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Australian Fund Monitors speaks with Australian Eagle Asset Management's CIO, Sean Sequeira, about how their funds have performed historically with a focus on their performance throughout CY20. Sean also details Australian Eagle Asset Management's outlook for the funds and the markets in which they invest going forward. Australian Eagle Asset Management operate two funds, the Australian Eagle Growth High Conviction Equity Fund and the Australian Eagle Trust Long-Short Fund, both of which have risen +8.7% over the past 12 months against the ASX200 Accumulation Index's -5.08%. |

1 Sep 2020 - Time to Move on? Go East?

31 Aug 2020 - An Introduction to Life Settlements

25 Aug 2020 - Manager Insights | Insync Fund Managers
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Australian Fund Monitors speaks with Monik Kotecha from Insync Fund Managers about how their funds, the Insync Global Capital Aware Fund and the Insync Global Quality Equity Fund, have performed throughout the pandemic and how Insync expect them to perform going forward as the world adjusts to a post-COVID economy. Insync invest in high quality, large-cap, global companies which they expect to benefit from global megatrends. They combine this with active management of downside risk designed to protect the portfolio during significant equity market falls. |

25 Aug 2020 - A Time For Optimism

21 Aug 2020 - Manager Insights | Gyrostat Capital Management
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Chris Gosselin, CEO of Australian Fund Monitors, speaks with Craig Racine from Gyrostat Capital Management about the Gyrostat Absolute Return Income Equity Fund. Craig's fund began in December 2010 and is designed to combine protection, returns and regular income through all stages of the investment cycle. The Fund includes a 'tail hedge' for gains on large market falls which was particularly beneficial during February 2020 (Fund: +3.27%, ASX200 TR: -7.69%) and March 2020 (Fund: +5.80%, ASX200TR: -20.65%). |

20 Aug 2020 - Gyrations: August 2020

20 Aug 2020 - Presentation - Gyrostat Absolute Return Income Equity Fund

20 Aug 2020 - Performance Report: Bennelong Concentrated Australian Equities Fund
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| Fund Overview | The overriding objective of the Concentrated Australian Equities Fund is to seek investment opportunities which are under-appreciated and have the potential to deliver positive earnings, while satisfying our stringent quality criteria. Bennelong's investment process combines bottom-up fundamental analysis together with proprietary investment tools which are used to build and maintain high quality portfolios that are risk aware. The portfolio typically consists of 20-35 high-conviction stocks from the S&P/ASX 300 Index. The Fund may invest in securities listed on other exchanges where such securities relate to ASX-listed securities. Derivative instruments are mainly used to replicate underlying positions and hedge market and company specific risks. |
| Manager Comments | As at the end of July, the portfolio's weightings had been increased in the Health Care, Materials, Consumer Staples, IT, REIT's, Industrials and Financials sectors. The portfolio is significantly more heavily weighted towards the Discretionary sector than the Benchmark (ASX300 Accumulation Index), with an 'Active Weight' of 20.8%. It is also significantly underweight the Financials sector by comparison with the Benchmark, with an 'Active Weight' of -22.1%. The Fund aims to invest in a concentrated portfolio of high quality companies with strong growth outlooks, underestimated earnings momentum and underestimated prospects. By comparison with the Benchmark, the portfolio's holdings, on average, have a higher return on equity, lower debt/equity, higher sales growth, higher EPS growth, higher price/earnings and lower dividend yield which together indicate that the Fund is in line with its investment objectives. |
| More Information |

