NEWS
Performance Report: Bennelong Emerging Companies Fund
The Bennelong Emerging Companies Fund has returned +18.03% per annum since its inception in November 2017, an outperformance of +8.49% relative to the ASX 200 Total Return benchmark, which has returned +9.54% on an annualised basis over...
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Performance Report: ECCM Systematic Trend Fund
The ECCM Systematic Trend Fund rose by +4.59% in February, outperforming the SG Trend benchmark by +0.69%. Since its inception in January 2020, the fund has returned +15.56% per annum, an outperformance of +7.45% relative to the benchmark,...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.74% in February, outperforming the RBA Cash Rate + 5% benchmark by +0.03%. Since its inception in April 2018, the fund has returned +11.51% per annum, an outperformance of +4.41% relative to the...
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Performance Report: Airlie Australian Share Fund
The Airlie Australian Share Fund rose by +1.60% in February. Since its inception in June 2018, the fund has returned +9.52% per annum, a difference of -0.15% relative to the ASX 200 Total Return benchmark, which has returned +9.67% on an...
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Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) rose by +2.15% in February. Since its inception in January 2016, the fund has returned +6.00% per annum, outperforming the FTSE EPRA/NAREIT Developed NET TR benchmark by +1.53 %, which has...
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Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund, since its inception in February 2009, has returned +10.62% per annum, an outperformance of +0.38% relative to the ASX 200 Total Return benchmark, which has returned +10.24% on an...
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Performance Report: 4D Global Infrastructure Fund (Unhedged)
The 4D Global Infrastructure Fund (Unhedged) rose by +5.26% in February. Over the past 12 months, the fund rose by +27.59%, an outperformance of +9.32% compared with the S&P Global Infrastructure TR (AUD) benchmark, which has returned +18.27%.
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Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund, since its inception in February 2009, has delivered positive returns in 89% of the months when the market was positive.
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Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund rose by +11.82% over the past 12 months, outperforming the ASX 200 Total Return benchmark by +4.45%. The month saw weakness in small-cap technology, with Compumedics and IODM contributing positively...
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Performance Report: Insync Global Quality Equity Fund
The Insync Global Quality Equity Fund's strongest contributor in January was Alibaba, supported by positive AI developments, while LVMH was the largest detractor amid softer luxury demand and trade tensions. Insync highlights an emerging...
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