NEWS
Performance Report: Bennelong Long Short Equity Fund
The Bennelong Long Short Equity Fund rose by +6.27% over the past 12 months. Since inception in February 2002, the fund has returned +12.35% per annum, an outperformance of +3.77% relative to the ASX 200 Total Return benchmark which has...
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Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) rose by +0.78% in August. Since inception in January 2016, the fund has returned +6.68% per annum, an outperformance of +2.20% relative to the FTSE EPRA/ NAREIT Developed NET TR benchmark which...
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Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund rose by +1.67% over the past 12 months. Since inception in February 2009, the fund has returned +11.20% per annum, an outperformance of +0.91% relative to the ASX 200 Total Return benchmark which has...
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Performance Report: TAMIM Fund: Global High Conviction Unit Class
The TAMIM Fund: Global High Conviction Unit Class rose by +4.89% in July, outperforming the All Countries World (AUD) benchmark by +1.33%. Since inception in July 2011, the fund has returned +14.03% per annum, an outperformance of +0.59%...
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Performance Report: ASCF High Yield Fund
The ASCF High Yield Fund rose by +0.67% in July, outperforming the Bloomberg AusBond Composite 0+ Yr benchmark by +0.71% Since inception in March 2017, the fund has returned +8.12% per annum, an outperformance of +6.06% relative to the...
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Performance Report: Insync Global Quality Equity Fund
The Insync Global Quality Equity Fund has returned +12.60% per annum since inception in October 2009, an outperformance of +0.62% relative to the benchmark which has returned +11.98% on an annualised basis over the same period.
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Performance Report: DAFM Digital Income Fund (Digital Income Class)
The DAFM Digital Income Fund (Digital Income Class) rose by +1.66% in July, outperforming the RBA Cash Rate + 3% benchmark by +1.11%. Since inception in May 2021, the fund has returned +22.72% per annum, an outperformance of +16.93%...
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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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