The AIM Investment team discusses why we are at a point in the cycle where it's time to be disciplined. Sectors discussed include streaming, BNPL, food delivery, telemedicine and autos.

Funds operated by this manager:

AIM Global High Conviction Fund

Tony Bremness, Managing Director & Chief Investment Officer of the Laureola Investment Fund, discusses the performance of the fund over the first quarter of CY21.

The Fund invests in Life Settlements. Since inception in May 2013, it has returned +15.88% p.a. with an annualised volatility of 5.56%.

Australian Fund Monitors' CEO, Chris Gosselin, speaks with Robert Swift from Delft Partners about the Delft Partners Global High Conviction Strategy. Robert shares his thoughts regarding the tension around the South China Sea.

Since inception in August 2011, the Strategy has risen +16.21% p.a. with an annualised volatility of 12%. Over that period, the Strategy has achieved Sharpe and Sortino ratios of 1.16 and 2.18 respectively, highlighting its capacity to achieve good risk-adjusted returns while avoiding the market's downside volatility.

Funds operated by manager:

Delft Partners Global High Conviction Strategy, Delft Partners Asia Small Companies Strategy, Delft Partners Global Infrastructure Strategy

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Michael Tobin, Founder and Managing Director at Vantage Asset Management. Established in 2004, Vantage Asset Management Pty Limited is an independent investment management company with expertise in private equity, funds management, manager selection and operational management.

Vantage Private Equity Growth 4 (VPEG4) is a closed-ended Private Equity fund which started on 30 September 2019 and which is due to close on 30 September 2021. The Fund continues the investment strategy of Vantage's previous two Private Equity Funds, VPEG3 and VPEG2. The Fund invests in Private Equity funds based in Australia, along with Permitted Co-investments, to create a well diversified portfolio of Private Equity investments.

Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.

The Collins St Value Fund is an index unaware fund which seeks to create strong investment returns over the medium and long term with capital preservation a priority. The fund has performed strong vs the ASX200 Total Return Index since inception, outperforming by 7.0% per annum.

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Monik Kotecha Chief Investment Officer at Insync Fund Managers. Insync Fund Managers operate two funds, the Insync Global Capital Aware Fund (hedged) and the Insync Global Quality Equity Fund (unhedged). The two funds have the same strategy, the only difference being that one is hedged and the other is unhedged.

The Insync Global Capital Aware Fund was started in October 2009 and since then has returned +11.43% p.a. with an annualised volatility of 9.90%. Over the same period, the Insync Global Quality Equity Fund has returned +13.38% p.a. with an annualised volatility of 10.64%.

Funds operated by manager:
Insync Global Capital Aware Fund
Insync Global Quality Equity Fund

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Martin Pretty, Director at Equitable Investors.

The Equitable Investors Dragonfly Fund was started in September 2017 and has returned +3.06% p.a. since inception. Over the 12 months to February 2021, the Fund rose +59.82% against the ASX200 Accumulation Index's +6.48%.

Damen Purcell, COO of Australian Fund Monitors, speaks with Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund.

The Montgomery Small Companies Fund was started in September 2019 and has come through a pretty volatile period, outperforming the ASX Small Ordinaries and broader ASX 200 Total Return Index by significant amounts. Since inception the fund has returned 20.39% with a standard deviation of just 2.74%.

Funds operated by manager: The Montgomery Fund, Montgomery (Private) Fund, Montgomery Small Companies Fund

Damen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee, Director of Investor Relations at Laureola Advisors.

Laureola are a specialist investment management firm offering conservative, risk mitigated exposure to life settlements. The firm was established in 2012 to take advantage of the opportunities in the Life Settlements asset class which produces attractive non-correlated long-term returns. Since inception the fund has returned 16.1% with a standard deviation of just 5.6%.

Funds operated by manager: Laureola Australia Feeder Fund

Damen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee, Director of Investor Relations at Laureola Advisors.

Laureola are a specialist investment management firm offering conservative, risk mitigated exposure to life settlements. The firm was established in 2012 to take advantage of the opportunities in the Life Settlements asset class which produces attractive non-correlated long-term returns. Since inception the fund has returned 16.1% with a standard deviation of just 5.6%.

Funds operated by manager: Laureola Australia Feeder Fund