NEWS
Performance Report: Argonaut Natural Resources Fund
The Argonaut Natural Resources Fund returned -0.2% in August, outperforming the ASX200 Total Return benchmark by +0.53%. Since inception in January 2020, the fund has returned +35.65% per annum, an outperformance of +29.26% relative to the...
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Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund rose by +2.34% in August, outperforming the ASX 200 Total Return by +3.07%. Since inception in February 2009, the fund has returned +13.45% per annum, an outperformance of +3.76% relative...
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Performance Report: 4D Global Infrastructure Fund (Unhedged)
The 4D Global Infrastructure Fund (Unhedged) returned -2.2% in August. Since inception in March 2016, the fund has returned +9.26% per annum, an outperformance of +0.77% relative to the S&P Global Infrastructure TR (AUD) benchmark which...
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Performance Report: Skerryvore Global Emerging Markets All-Cap Equity Fund
The Skerryvore Global Emerging Markets All-Cap Equity Fund rose by +1.07% in August, outperforming the MSCI Emerging Markets (MMEF) AUD benchmark by +3.43%. Since inception in August 2021, the fund has returned +3.26% per annum, an...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.63% in August. Since inception in April 2018, the fund has returned +10.95% per annum, an outperformance of +4.76% relative to the RBA Cash Rate + 5% benchmark which has returned +6.19% on an...
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Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund rose by +2.63% in August, outperforming the ASX200 Total Return by +3.36%. Since inception in February 2009, the fund has returned +12.02% per annum, an outperformance of +2.33% relative to the...
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Performance Report: Rixon Income Fund
The Rixon Income Fund rose by +1.02% in August, outperforming the RBA Cash Rate + 5% benchmark by +0.29%. Since inception in November 2022, the fund has returned +10.31% on a cumulative basis, a difference of +3.21% relative to the...
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Performance Report: Insync Global Quality Equity Fund
The Insync Global Quality Equity Fund rose by +1.68% in July. Since inception in October 2009, the fund has returned +12.43% per annum, an outperformance of +1.24% relative to the All Countries World (AUD) benchmark which has returned...
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Performance Report: PURE Resources Fund
The PURE Resources Fund rose by +0.96% in July. Since inception in May 2021, the fund has returned +8.63% per annum, a difference of +0.63% relative to the benchmark which has returned +8% on an annualised basis over the same period.
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Performance Report: Insync Global Capital Aware Fund
The Insync Global Capital Aware Fund rose by +1.68% in July. Since inception in October 2009, the fund has returned +10.49% per annum, a difference of -0.7% relative to the All Countries World (AUD) benchmark which has returned +11.19% on...
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