NEWS
Performance Report: Insync Global Quality Equity Fund
The Insync Global Quality Equity Fund has returned +12.73% per annum since inception in October 2009, an outperformance of +0.93% relative to the All Countries World (AUD) benchmark which has returned +11.80% on an annualised basis over...
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Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund rose by +6.36% in June, outperforming the ASX 200 Total Return benchmark by +4.95%. Performance was driven by gains in Archtis and DXN, while Intelligent Monitoring and Dataworks detracted, with...
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Performance Report: Argonaut Global Gold Fund
The Argonaut Global Gold Fund rose by +0.15% in June. Since inception in November 2022, the fund has returned +25.39% per annum, an outperformance of +21.91% relative to the S&P Global Natural Resources AUD (TR) benchmark which has...
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Performance Report: Skerryvore Global Emerging Markets All-Cap Equity Fund
The Skerryvore Global Emerging Markets All-Cap Equity Fund has returned +5.56% per annum since inception in August 2021, an outperformance of +1.10% relative to the MSCI Emerging Markets (MMEF) AUD benchmark which has returned +3.46% on an...
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Performance Report: DAFM Digital Income Fund (Digital Income Class)
The DAFM Digital Income Fund (Digital Income Class) rose by +0.22% in June. Since inception in May 2021, the fund has returned +22.74% per annum, an outperformance of +16.97% relative to the RBA Cash Rate + 3% benchmark which has returned...
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Performance Report: TAMIM Fund: Global High Conviction Unit Class
The TAMIM Fund: Global High Conviction Unit Class rose by +1.82% in June. Since inception in July 2011, the fund has returned +13.73% per annum, an outperformance of +0.49% relative to the All Countries World (AUD) benchmark which has...
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Performance Report: Bennelong Twenty20 Australian Equities Fund
The Bennelong Twenty20 Australian Equities Fund rose by +1.60% in June, outperforming the ASX 200 Total Return benchmark by +0.19%. Since inception in November 2009, the fund has returned +9.59% per annum, an outperformance of +1.21%...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.83% in June, outperforming the RBA Cash Rate + 5% benchmark by +0.12%. Since inception in April 2018, the fund has returned +11.44% per annum, an outperformance of +4.49% relative to the benchmark...
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Performance Report: Canopy Global Small & Mid Cap Fund
The Canopy Global Small & Mid Cap Fund saw positive contributions from Visional, HEICO and Dollarama in June, while Moncler, Hemnet and Wise weighed on performance. Canopy remains constructive on its holdings, citing strong fundamentals...
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Performance Report: Bennelong Long Short Equity Fund
The Bennelong Long Short Equity Fund rose by +4.14% in June, outperforming the ASX 200 Total Return benchmark by +2.73%. Since inception in February 2002, the fund has returned +12.48% per annum, an outperformance of +4.09% relative to the...
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