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Printed: 09 July 2024 9:18 AM

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Hedge Clippings | 31 January 2020
31 Jan 2020 - Australian Fund Monitors
With scarcely a month gone in 2020, the year is shaping up to be tumultuous for all the wrong reasons - fossil fuels/climate change/global warming, widespread bushfires across the length and breadth of Australia, and now the World Health...
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Performance Report: DS Capital Growth Fund
31 Jan 2020 - Australian Fund Monitors
The DS Capital Growth Fund rose +0.51% in December, outperforming the ASX200 Accumulation Index by +2.68% and taking the 12-month return to +27.09% versus the Index's 23.40%. Since inception in December 2012, the Fund has returned +15.41%...
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Performance Report: NWQ Global Markets Fund
31 Jan 2020 - Australian Fund Monitors
The NWQ Global Markets Fund returned -2.61% in December and has returned +1.84% p.a. since inception in September 2018. NWQ noted the month was a challenging one for managers adopting both discretionary and systematic approaches.
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On the Road Again Part 3 - Hong Kong: 1 Country 2 Systems 3 Conclusions
31 Jan 2020 - Delft Partners
The riots in Hong Kong are more than a protest about a change in deportation rules. Grievances are more fundamental and likely to simmer for longer than expected. These events have allowed the USA to exert some pressure on China in the...
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Performance Report: Australian Eagle Trust Long-Short Fund
30 Jan 2020 - Australian Fund Monitors
The Australian Eagle Long-Short Fund has risen +29.82% over the past 12 months versus the ASX200 Accumulation Index's +23.40%. Since inception in July 2016, the Fund has returned +19.46% p.a. versus the Index's +11.90%.
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Performance Report: Gyrostat Absolute Return Income Equity Fund
30 Jan 2020 - Australian Fund Monitors
The Gyrostat Absolute Return Income Fund rose +0.80% in December, taking 12-month performance to +4.50% versus the RBA Cash Rate's +1.50%.
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Performance Report: Wheelhouse Global Equity Income Fund
30 Jan 2020 - Australian Fund Monitors
The Wheelhouse Global Equity Income Fund rose +14.69% over 2019, taking annualised performance since inception in May 2017 to +8.78% per annum with an annualised volatility of 7.52%.
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Fund Review: Bennelong Twenty20 Australian Equities Fund December 2019
29 Jan 2020 - 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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Performance Report: Quay Global Real Estate Fund
29 Jan 2020 - Australian Fund Monitors
The Quay Global Real Estate Fund returned +23.82% over 2019, driven almost entirely by underlying stock performance and exceeding Quay's investment objective of CPI +5%. Since inception in January 2016, the Fund has returned +10.58% per annum.
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Performance Report: Loftus Peak Global Disruption Fund
29 Jan 2020 - Australian Fund Monitors
The Loftus Peak Global Disruption Fund outperformed AFM's Global Equity Benchmark by +5.87% over the December quarter and by +8.03% over CY2019. Since inception in November 2016, the Fund has returned +21.95% p.a. versus the Index's +15.96%.
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