NEWS
Performance Report: Argonaut Global Gold Fund
The Argonaut Global Gold Fund has returned +22.56% per annum since inception in November 2022, an outperformance of +18.10% relative to the S&P Global Natural Resources AUD (TR) benchmark which has returned +4.46% on an annualised basis...
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Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund rose by +9.56% in July, outperforming the ASX 200 Total Return benchmark by +7.20%. Performance was driven by Mad Paws and Spectur, while Archtis and DXN detracted, and Equitable expects continued...
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Performance Report: Insync Global Capital Aware Fund
The Insync Global Capital Aware Fund rose by +10.58% over the past 12 months. In July, Tencent contributed strongly while an underweight in Nvidia detracted, with Insync maintaining a focus on quality businesses and diversified AI exposure.
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Performance Report: ECCM Systematic Trend Fund
The ECCM Systematic Trend Fund has returned +10.81% per annum since inception in January 2020, an outperformance of +5.91% relative to the SG Trend benchmark which has returned +4.90% on an annualised basis over the same period.
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Performance Report: Argonaut Natural Resources Fund
The Argonaut Natural Resources Fund rose by +1.00% in July. Since inception in January 2020, the fund has returned +24.71% per annum, an outperformance of +17.55% relative to the S&P/ASX 300 Resources TR benchmark which has returned +7.16%...
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Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund rose by +8.03% in July, outperforming the ASX 200 Total Return benchmark by +5.67%. Since inception in February 2009, the fund has returned +12.63% per annum, an outperformance of +2.49%...
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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,...
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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...
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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...
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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...
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