Damen Purcell, COO of Australian Fund Monitors, speaks with Charlie Aitken, CEO & Portfolio Manager at Aitken Investment Management.

The AIM Global High Conviction Fund was started in 2015 and in 2019 was restructured from a currency hedged global long/short fund to an unhedged global long-only equity fund. Since the Fund's change of mandate, it has returned +11.25% p.a., outperforming the global equity index by over 5.5% on an annualised basis.

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Damen Purcell, COO at Australian Fund Monitors, speaks with Dean Fergie, Portfolio Manager at Cyan Investment Management. 

The Cyan C3G fund is a concentrated portfolio that invests in Australian shares outside the ASX top 100. Established in 2014 the fund has outperformed the ASX 200 accumulation index to the end of October by 9.45% per annum since inception.

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Montgomery are a well known firm in the Australian funds management market and the fund recently celebrated its 1 year anniversary after being started in September 2019. In its first year, the fund has returned 15.6% for the 12 months to the end of September outperforming the Small Ordinaries Index by 19% and the ASX200 Total return index by over 25%.

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Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value, about the Prime Value Emerging Opportunities Fund.

The Fund has risen +19.06% over the 12 months to the end of September 2020, outperforming the ASX200 Accumulation Index by +29.27%. Since inception in October 2015, the Fund has returned +13.02% p.a. vs the Index's annualised return over the same period of +7.31%. The Fund's capacity to significantly outperform when the market falls is highlighted by its down-capture ratio (since inception) of 45.7%.

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The US election is currently front and centre in the media - as it should be given that the outcome will shape the world for the next four years and beyond. Much of the focus is on the incumbents themselves, and much on the political ramifications of either a Trump or Biden victory, or even the possibility of no clear outcome at all.

But what of the market outcome, both in the US, Australia, Asia or the world as a whole?

This is a recording of a webinar hosted by Australian Fund Monitors on the 28th of October 2020. We speak with Rodney Brott from DS Capital, Rob Swift from Delft Partners and Chris Wheldon from Magellan Asset Management to get their perspectives on the market outlook post the US election and how they expect either outcome to influence their investment decisions.

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