NEWS
Performance Report: PURE Resources Fund
The PURE Resources Fund returned -0.14% in June, outperforming the S&P/ASX Small Resources TR benchmark by +7.88%. Since inception in May 2021, the fund has returned +9.59% per annum, an outperformance of +3.89% relative to the benchmark...
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Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund returned -0.34% in June. Intelligent Monitoring (IMB) and MedAdvisor (MDR) were the top contributors, while MadPaws (MPA) and Top Shelf (TSI) were the main detractors. This performance was largely...
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Performance Report: PURE Income & Growth Fund
The PURE Income & Growth Fund rose by +0.56% in June. Since inception in December 2018, the fund has returned +10.73% per annum, an outperformance of +5.71% relative to the S&P/ASX Small Industrials TR benchmark which has returned +5.02%...
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Performance Report: Digital Income Fund (Digital Income Class)
The Digital Income Fund (Digital Income Class) rose by +1.88% in June, outperforming the Bloomberg AusBond Composite 0+ Yr benchmark by +1.11%. Since inception in May 2021, the fund has returned +23.48% per annum, an outperformance of...
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Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund rose by +0.28% in June. Since inception in February 2009, the fund has returned +12.83% per annum, an outperformance of +3.03% relative to the ASX 200 Total Return benchmark which has...
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Performance Report: 4D Global Infrastructure Fund (Unhedged)
The 4D Global Infrastructure Fund (Unhedged) since inception in March 2016, has returned +8.4% per annum, a difference of +0.13% relative to the S&P Global Infrastructure TR (AUD) benchmark which has returned +8.27% on an annualised basis...
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Performance Report: Bennelong Twenty20 Australian Equities Fund
The Bennelong Twenty20 Australian Equities Fund rose by +1.06% in June, outperforming the ASX 200 Total Return benchmark by +0.05%. Since inception in November 2009, the fund has returned +9.47% per annum, an outperformance of +1.45%...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.82% in June, outperforming the RBA Cash Rate + 5% benchmark by +0.07%. Since inception in April 2018, the fund has returned +11.76% per annum, an outperformance of +5.16% relative to the benchmark...
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Performance Report: Skerryvore Global Emerging Markets All-Cap Equity Fund
The Skerryvore Global Emerging Markets All-Cap Equity Fund returned -0.36% in June. Since inception in August 2021, the fund has returned +3.88% per annum, an outperformance of +3.55% relative to the MSCI Emerging Markets (MMEF) AUD...
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Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) returned -0.75% in June. Since inception in January 2016, the fund has returned +6.47% per annum, an outperformance of +3.28% relative to the FTSE EPRA/ NAREIT Developed NET TR benchmark which...
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