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Printed: 02 April 2025 5:54 PM

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Performance Report: PURE Resources Fund
2 Mar 2023 - FundMonitors.com
The PURE Resources Fund rose by +0.8% in January. Over the past 12 months, the fund has risen by +11.56% compared with the S&P/ASX Small Resources TR benchmark which has returned +6.67%, for a difference of +4.89%. Since inception in May...
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Enabling net zero - infrastructure's role in the energy transition
2 Mar 2023 - abrdn
Infrastructure provides heat, power, mobility, clean water, waste treatment and digital connectivity - all services that underpin a functioning society. It also has the potential to enable change: to improve livelihoods, reduce inequality,...
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Performance Report: PURE Income & Growth Fund
1 Mar 2023 - FundMonitors.com
The PURE Income & Growth Fund rose by +0.2% in January. Since inception in December 2018, the fund has returned +12.02% per annum, a difference of +7.57% relative to the S&P/ASX Small Industrials TR benchmark which has returned +4.45% on...
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The global inflation bogeyman slips away...
1 Mar 2023 - Insync Fund Managers
In this White Paper, Insync said five common assertions had been stirring the pessimism pot, one of which was that the resumption of rising interest rates, and therefore inflation, is firmly established.
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Performance Report: Airlie Australian Share Fund
28 Feb 2023 - FundMonitors.com
The Airlie Australian Share Fund rose by +7% in January, an outperformance of +0.77% compared with the ASX 200 Total Return benchmark which rose by +6.23%. Since inception in June 2018, the fund has returned +11.3% per annum, a difference...
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Airlie Quarterly Update
28 Feb 2023 - Airlie Funds Management
Emma Fisher, Portfolio Manager, reflects on the volatility of the past year and discusses Airlie's investment thesis behind a building products company which has been a recent addition to the portfolio.
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10k Words
27 Feb 2023 - Equitable Investors
The "US equity market performance this year can broadly be characterised as a dash for trash," Bespoke declared on Feb 3. Our own analysis of ASX micro-to-mids shows a similar trend - CY2022 losers are now the winners, as are stocks on...
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Hedge Clippings |24 February 2023
24 Feb 2023 - FundMonitors.com
Beware the Politician with his hand in your pocket... The government set the proverbial cat among the pigeons this week with the "floating" of ideas to change the superannuation system - with a particular emphasis on the top end...
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Performance Report: Collins St Value Fund
24 Feb 2023 - FundMonitors.com
The Collins St Value Fund rose by +1.36% in January. Since inception in February 2016, the fund has returned +14.47% per annum, a difference of +4.22% relative to the ASX 200 Total Return benchmark which has returned +10.25% on an...
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China's reopening presents opportunities for investors
24 Feb 2023 - WaveStone Capital
The end of China's zero Covid Policy has spurred a dramatic turnaround in not only China's equity market, but also those with China-linked revenues. The opportunity for Australia has historically been in resources, but WaveStone Capital...
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April 2025
Schroders | Good Yield Hunting
3 Apr 2025 11:30 AM to 12:15 PM

 Good Yield Hunting | Why fixed income is back in the crosshairs

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