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| Fund Overview | |
| Manager Comments | Since inception (October 2009) the Fund has out-performed the ASX 200 Accum index with a return of 13.98% (Index 8.77%) with Sharpe and Sortino ratios of 0.78 and 1.34 above that of the Index. While positive contributors included portfolio mainstays GBST, Hansen and RNY Property Trust, the most significant contribution came from a new addition to the portfolio â€" civil and mining company Brierty. Those gains were partly offset by declines in Infigen Energy and Hughes Drilling. There is now approximately 17% of the fund invested in a collection of businesses either directly or partially exposed to mining services. The sector remains under intense pressure, and a couple of these investments have been a significant drag on performance over the past 12 months. The Fund's monthly report is available on the AFM website under the Fund's profile. |
| More Information | » View detailed profile of this fund |
