NEWS
Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund, since its inception in February 2009, has returned +10.62% per annum, an outperformance of +0.38% relative to the ASX 200 Total Return benchmark, which has returned +10.24% on an...
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Performance Report: 4D Global Infrastructure Fund (Unhedged)
The 4D Global Infrastructure Fund (Unhedged) rose by +5.26% in February. Over the past 12 months, the fund rose by +27.59%, an outperformance of +9.32% compared with the S&P Global Infrastructure TR (AUD) benchmark, which has returned +18.27%.
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Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund, since its inception in February 2009, has delivered positive returns in 89% of the months when the market was positive.
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Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund rose by +11.82% over the past 12 months, outperforming the ASX 200 Total Return benchmark by +4.45%. The month saw weakness in small-cap technology, with Compumedics and IODM contributing positively...
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Performance Report: Insync Global Quality Equity Fund
The Insync Global Quality Equity Fund's strongest contributor in January was Alibaba, supported by positive AI developments, while LVMH was the largest detractor amid softer luxury demand and trade tensions. Insync highlights an emerging...
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Performance Report: Insync Global Capital Aware Fund
The Insync Global Capital Aware Fund's top contributor in January was Alibaba, while LVMH was the largest detractor. Insync observes a rotation towards more attractively valued sectors and believes the portfolio is well positioned to...
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Performance Report: DAFM Digital Income Fund (Digital Income Class)
The DAFM Digital Income Fund (Digital Income Class) rose by +0.18% in January. Since its inception in May 2021, the fund has returned +21.41% per annum, outperforming the RBA Cash Rate + 3% benchmark by +15.53 %, which has returned +5.88%...
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Performance Report: Bennelong Emerging Companies Fund
The Bennelong Emerging Companies Fund rose by +0.03% in January. Since inception in November 2017, the fund has returned +18.49% per annum, an outperformance of +9.39% relative to the ASX 200 Total Return benchmark, which has returned...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +1.32% in January, outperforming the RBA Cash Rate + 5% benchmark by +0.63%. Since inception in April 2018, the fund has returned +11.53% per annum, an outperformance of +4.45% relative to the benchmark...
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Performance Report: Seed Funds Management Financial Income Fund
The Seed Funds Management Financial Income Fund rose by +0.71% in January, outperforming the Solactive Australian Hybrid Securities (Net) benchmark by +0.54%. Since its inception in October 2015, the fund has returned +6.44% per annum, an...
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