In this video insight Roger Montgomery discusses the exciting global megatrend of e-commerce. In the seven years between 2014 and 2020, worldwide retail e-commerce sales have grown from US$1.3 trillion to US$6.5 trillion. While much of the focus is on the leading giants; Amazon, eBay, and Alibaba, there are numerous small Australian companies generating serious returns for investors from e-commerce. City Chic Collective is an exciting global e-tailer with a structural component to its growth runway.

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Matt Williams, Portfolio Manager of the Airlie Australian Share Fund, about how the fund invests and how it has performed so far throughout 2020. Matt discusses how COVID-19 has impacted the fund and also provides his outlook for the fund and economy going forward.

The Fund has returned +4.43% against the ASX200 Accumulation Index's -5.08% over the past 12 months. Since inception in June 2018, the Fund has returned +6.44% p.a. against the Index's annualised return over the same period of +4.29%. These returns have been achieved with a similar level of volatility to the market.

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Damen Purcell, COO at Australian Fund Monitors, speaks with Nicolas Bryon, manager of the APSEC Atlantic Pacific Australian Equity Fund, about the performance of the fund since its inception in June 2013 with a focus on more recent performance throughout the pandemic.

The Fund has returned +21.82% against the ASX200 Accumulation Index's -5.08% over the past 12 months and +9.37% p.a. since inception against the Index's annualised return over the same period of +7.35%. One of the Fund's strengths is its ability to perform well in falling markets, highlighted by its consistently low down-capture ratios and significantly lower drawdowns during periods of significant market decline.

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Chris Gosselin, CEO of Australian Fund Monitors, speaks with Rodney brott, CEO & Executive Director of DS Capital, and Dean Fergie, Director & Portfolio Manager at Cyan Investment Management. Both funds, the Cyan C3G Fund and the DS Capital Growth Fund, have successfully navigated the rebound since March to record monthly returns and, in spite of the market's +38% rise, outperform the ASX200.

In spite of both being in lock-down in Melbourne, some common views and themes were apparent - the ability to switch sectors from those such as travel, tourism or commercial property, to areas that have benefited from COVID - tech and communications for example.

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%.

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.

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%).

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L1 Capital is a well-known name in the Australian Funds management industry and they have recently released their 4th UK Residential Property Fund having begun investing in the strategy in September 2017.

The Fund's strategy is focused on investing in fully tenanted residential property in major U.K. cities, excluding London, that provide a reliable income stream with the potential for capital growth.

The objective of the Fund is to deliver clients a net return of 10% p.a., including a dividend yield of 6% p.a.

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Chris Gosselin, CEO of Australian Fund Monitors, speaks with Dean Fergie about the Cyan C3G Fund's recent activity. Dean also shares his views on current market conditions and how he expects markets and the Fund to perform going forward.

The Cyan C3G Fund invests in a portfolio of 20-40 small and mid-cap companies, weighted appropriately to balance risk and return. The Fund rose +9.9% after fees in July against the ASX200 Accumulation Index's +0.5%. Since inception in August 2014, the Fund has returned +14.53% p.a. against the Index's annualised return over the same period of +5.24%.

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Damen Purcell, COO at Australian Fund Monitors, speaks with Jesse Moors and Nicholas Quinn from Spatium Capital. Jesse and Nicholas manage the Spatium Small Companies Fund, a long-only fund that invests in a portfolio of 25 - 40 ASX300 listed companies.

Since the strategy's inception in July 2018, it has returned +15.52% p.a. against the ASX200 Accumulation Index's annualised return over the same period of +1.48%. Over FY20 the Fund rose +29.16%, outperforming the Index by +36.84%.

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