Jonathan Wu, Executive Director & Chief Investment Specialist at Premium China Funds Management, gives an update on the Premium Asia Income Fund.

Premium Asia Income Fund

Jonathan Wu, Executive Director and Chief Investment Specialist at Premium China Funds Management, gives an update on Asian equities and discusses the performance of the Premium Asia Fund and Premium China Fund.

Premium Asia Fund

Premium China Fund

Damen Purcell, COO of Australian Fund Monitors, speaks with Rodney Brott, CEO & Executive Director of DS Capital. DS Capital is a Melbourne based boutique investment manager. Their fund, the DS Capital Growth Fund was started in early in 2013 and aims to deliver an average return of at least 10% per annum through the economic cycle with a focus on preserving capital.

As at the end of November 2020, the DS Capital Growth Fund had returned +15.64% p.a. with an annualised volatility of 11.47% since inception in January 2013. By contrast, the ASX200 Accumulation Index had returned +8.82% p.a. with an annualised volatility of 14.10% over the same period. The Fund's capacity to protect investors' capital in falling markets is highlighted by its Sortino ratio of 1.75 vs the Index's 0.66 and down-capture ratio of 45%.

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Damen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee who heads up Investor Relations (Australia & New Zealand) at Laureola Advisors.

The Laureola Investment Fund invests in Life Settlements and looks to provide investors with stable, non-correlated returns while generating cash flow from investments that allow the Fund to be used as a Fixed Income Alternative as well as a portfolio diversifier.

The Fund has returned +16.59% p.a. since inception in May 2013 with a maximum drawdown of -4.90%.

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Damen Purcell, COO of Australian Fund Monitors, speaks with Charlie Aitken, CEO & Portfolio Manager at Aitken Investment Management.

The AIM Global High Conviction Fund was started in 2015 and in 2019 was restructured from a currency hedged global long/short fund to an unhedged global long-only equity fund. Since the Fund's change of mandate, it has returned +11.25% p.a., outperforming the global equity index by over 5.5% on an annualised basis.

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Damen Purcell, COO at Australian Fund Monitors, speaks with Dean Fergie, Portfolio Manager at Cyan Investment Management. 

The Cyan C3G fund is a concentrated portfolio that invests in Australian shares outside the ASX top 100. Established in 2014 the fund has outperformed the ASX 200 accumulation index to the end of October by 9.45% per annum since inception.

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Montgomery are a well known firm in the Australian funds management market and the fund recently celebrated its 1 year anniversary after being started in September 2019. In its first year, the fund has returned 15.6% for the 12 months to the end of September outperforming the Small Ordinaries Index by 19% and the ASX200 Total return index by over 25%.

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Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value, about the Prime Value Emerging Opportunities Fund.

The Fund has risen +19.06% over the 12 months to the end of September 2020, outperforming the ASX200 Accumulation Index by +29.27%. Since inception in October 2015, the Fund has returned +13.02% p.a. vs the Index's annualised return over the same period of +7.31%. The Fund's capacity to significantly outperform when the market falls is highlighted by its down-capture ratio (since inception) of 45.7%.

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The US election is currently front and centre in the media - as it should be given that the outcome will shape the world for the next four years and beyond. Much of the focus is on the incumbents themselves, and much on the political ramifications of either a Trump or Biden victory, or even the possibility of no clear outcome at all.

But what of the market outcome, both in the US, Australia, Asia or the world as a whole?

This is a recording of a webinar hosted by Australian Fund Monitors on the 28th of October 2020. We speak with Rodney Brott from DS Capital, Rob Swift from Delft Partners and Chris Wheldon from Magellan Asset Management to get their perspectives on the market outlook post the US election and how they expect either outcome to influence their investment decisions.

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Damen Purcell, COO of Australian Fund Monitors, speaks with Emanuel Datt, the Founder and Principal of Datt Capital. Emanuel discusses the performance of the Datt Capital Absolute Return Fund with a particular focus on the fund's ability to protect capital. Emanuel also provides insight into how Datt Capital are positioning the portfolio in order to navigate an increasingly uncertain future.

The Fund has returned +36.17% against the ASX200 Accumulation Index's -10.21% over the past 12 months. Since inception in August 2018, the Fund has returned +21.30% p.a. against the Index's annualised return of +0.52%. These returns have been achieved with a similar level of volatility to the market.

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