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Fund Review: Bennelong Twenty20 Australian Equities Fund June 2021
29 Jul 2021 - Australian Fund Monitors
The latest Fund Review on Bennelong Twenty20 Australian Equities Fund is now available. The Fund invests in ASX listed stocks, combining an indexed position in the Top 20 stocks with an actively managed portfolio of ex-20 stocks.
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How to fire up the dividend machine
29 Jul 2021 - Dr Don Hamson, Plato Investment Management
We model expected dividends for S&P/ASX300 companies and our expectations for future dividends is looking very bright. We also forecast the likelihood of companies potentially cutting their future dividends. This helps us avoid dividend...
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AIM 2021 Interim Letter
28 Jul 2021 - Aitken Investment Management
The first half of 2021 has provided no shortage of 'big picture' topics to be concerned about: take your pick between the pace of vaccine-rollouts, ongoing border closures, geopolitical sabre-rattling, the risk of personal and corporate...
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Fund Review: Bennelong Kardinia Absolute Return Fund June 2021
28 Jul 2021 - Australian Fund Monitors
The latest Fund Review for the Bennelong Kardinia Absolute Return Fund is now available. The Fund, which has been in operation for more than 10 years, has a long-biased, research driven, active equity long/short strategy and invests in...
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Performance Report: Insync Global Quality Equity Fund
28 Jul 2021 - Australian Fund Monitors
The Insync Global Quality Equity Fund returned +9.61% in June, a difference of +5.07% compared with the Global Equity index, which rose by +4.54%. Since inception in July, 2018, the fund has returned +14.59% per annum, a difference of...
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Is Greed feeding the macro environment?
28 Jul 2021 - Jesse Moors, Spatium Capital
The focus of behavioural finance is the idea that investors are limited in their ability to make rational economic decisions, whether that be influenced by their own biases, by a lack of self-control or resources, by peer pressure or a...
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AIM FY21 Investor Webinar
27 Jul 2021 - Aitken Investment Management
In a year largely driven by narrative ("Value! Growth! Reflation! Deflation!"), the AIM GHCF's portfolio of high-quality companies delivered a solid return (+25.8%), with much lower volatility than the market. In this Webinar,...
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Performance Report: NWQ Fiduciary Fund
27 Jul 2021 - Australian Fund Monitors
The NWQ Fiduciary Fund returned +1.05% in June. Over the past 12 months the fund has returned +14.11%. Since inception in May, 2013, the fund has returned +6.17% per annum. Since inception the fund's volatility has been 5.76% vs the ASX200...
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Performance Report: 4D Global Infrastructure Fund
27 Jul 2021 - Australian Fund Monitors
The 4D Global Infrastructure Fund returned +0.55% in June, a difference of +2.27% compared with the S&P Global Infrastructure index, which fell by --1.72%. Over the past 12 months the fund has returned +11.73%. Since inception in March,...
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The Challenges of Short-Term Market Forecasting
27 Jul 2021 - Ophir Asset Management
In our Investment Strategy Note we take a look at the components of share market returns and how they make short term market forecasting a difficult, if not impossible, exercise.
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