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Use the Peer Group Analysis to Compare Funds, and a free FACT Sheet covering every fund for registered users.



Compare and Track Over 800 Managed Funds

Subscribers can access Narrative Performance Reports, Performance Summaries with Peer Group Rankings, or full Performance Analysis.



Compare and Track Over 800 Managed Funds

Check the Education videos at the bottom of this page to make the most of what's on offer.


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Peer Group Analysis View All»

Index Selector Links 1 Year 3 Year 5 Year
10.21%
8.73%
7.67%
116.26%
24.32%
75.89%
8.62%
-0.57%
3.24%
10.61%
6.56%
8.04%
11.82%
6.93%
8.71%
7.16%
0.80%
4.62%
13.27%
8.53%
9.35%
22.09%
7.38%
10.99%
16.67%
3.19%
9.66%
15.21%
4.21%
9.67%
4.34%
0.59%
1.73%
8.31%
3.08%
4.11%
8.24%
6.22%
5.97%
8.88%
6.19%
6.08%
3.98%
7.77%
5.65%
8.44%
4.56%
6.34%
-2.45%
1.86%
3.13%

Hedge Clippings

Hedge Clippings | 12 April 2024
12 Apr 2024 - FundMonitors.com
It was only a couple of months ago that the "market" (i.e. bond traders and economists) was firmly of the opinion that the US Federal Reserve would cut interest rates up to six times this year - starting about now. Fast forward to "now" -...
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12 Apr 2024 Performance Report: Quay Global Real Estate Fund... FundMonitors.com
The Quay Global Real Estate Fund (Unhedged) rose by +3.57% in March. Since inception in January 2016, the fund has returned +7.06% per annum, an...
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12 Apr 2024 Performance Report: Glenmore Australian Equities... FundMonitors.com
The Glenmore Australian Equities Fund rose by +4.98% in March, outperforming the ASX 200 Total Return benchmark by +1.71% compared with the ASX 200...
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12 Apr 2024 Why reframing fixed income is key to portfolio... Yarra Capital Management
Conventional portfolio construction theory positions equities as the primary driver of returns, while fixed income typically takes a back seat as a...
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11 Apr 2024 Performance Report: 4D Global Infrastructure Fund... FundMonitors.com
The 4D Global Infrastructure Fund (Unhedged) rose by +1.76% in March. Since inception in March 2016, the fund has returned +9.22% per annum, an...
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11 Apr 2024 Performance Report: DS Capital Growth Fund FundMonitors.com
The DS Capital Growth Fund rose by +1.62% in March. Since inception in January 2013, the fund has returned +12.97% per annum, an outperformance of...
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11 Apr 2024 Performance Report: ASCF High Yield Fund FundMonitors.com
The ASCF High Yield Fund rose by +0.62% in March. Since inception in March 2017, the fund has returned +8.17% per annum, an outperformance of +6.54%...
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10 Apr 2024 Performance Report: Bennelong Concentrated... FundMonitors.com
The Bennelong Concentrated Australian Equities Fund rose by +1.95% in March. Since inception in February 2009, the fund has returned +13.62% per...
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10 Apr 2024 Performance Report: Delft Partners Global High... FundMonitors.com
The Delft Partners Global High Conviction Strategy rose by +5.97% in March, outperforming the All Countries World (AUD) benchmark by +2.96%. Since...
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10 Apr 2024 Fund Monitors | Portfolios FundMonitors.com
Fundmonitors.com enables you to build and save customized portfolios with multiple funds and track return risk correlation and many other metrics.
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9 Apr 2024 Performance Report: Bennelong Australian Equities... FundMonitors.com
The Bennelong Australian Equities Fund rose by +2.14% in March. Since inception in February 2009, the fund has returned +12.22% per annum, an...
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10 Apr 2024 Fund Monitors | Portfolios FundMonitors.com
Fundmonitors.com enables you to build and save customized portfolios with multiple funds and track return risk correlation and many other metrics.
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21 Mar 2024 ESG in 10: Episode 15 - The disproportionate... Fidante Partners
In this episode, we delve deep into this crucial topic with Melissa Stewart, a member of the Alphinity Sustainable Share Fund and Alphinity Global...
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19 Mar 2024 Fund Monitors | Peer Groups FundMonitors.com
If you are interested in how a particular fund has performed compared to its competitors or how different sectors have performed against each other,...
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7 Mar 2024 Fund Monitors | Custom Statistics FundMonitors.com
Custom statistics allows you to designate the information you want to see and compare funds, indices and even your own portfolios. It generates a...
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13 Feb 2024 Fund Monitors | Watch List FundMonitors.com
Using a watchlist gives you access to the most up to date information on the funds that you're most interested in. By adding funds to your watchlist...
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7 Feb 2024 Fund Monitors | Fund Selector Tool FundMonitors.com
FundMonitor.com's Fund Selector also allows you to filter your search by individual criteria. You can filter by strategy, fund structure, fund size,...
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6 Feb 2024 Magellan Global Quarterly Update Magellan Asset Management
Arvid Streimann discusses investment attributes that led the market in 2023 and key thematics to watch out for in the year ahead, while Nikki Thomas...
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30 Jan 2024 Airlie Quarterly Update - January 2024 Airlie Funds Management
Emma Fisher provides her perspective on how the Australian equity market played out in 2023 and the outlook for the year ahead. Emma also discusses...
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8 Dec 2023 The weight loss drug shaping-up as a gamechanger Magellan Asset Management
The world is awash with news that a drug designed to treat type 2 diabetes has also been approved to help achieve weight loss. Glucagon-like peptide...
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1 Dec 2023 What is AMR and why is it important for Investors? Fidante Partners
In this episode, Charlotte is joined by Moana Nottage from Alphinity Investment Management to discuss her research into Antimicrobial Resistance...
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