NEWS
Performance Report: Skerryvore Global Emerging Markets All-Cap Equity Fund
The Skerryvore Global Emerging Markets All-Cap Equity Fund rose by +0.85% in July. Since inception in August 2021, the fund has returned +2.85% per annum, an outperformance of +5.67% relative to the MSCI Emerging Markets (MMEF) AUD...
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Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund rose by +7.93% in July, outperforming the ASX 200 Total Return benchmark by +5.05%. Since inception in February 2009, the fund has returned +13.35% per annum, an outperformance of +3.55%...
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Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) rose by +4.18% in July, outperforming the FTSE EPRA/ NAREIT Developed NET TR benchmark by +1.68%. Since inception in January 2016, the fund has returned +6.42% per annum, an outperformance of...
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Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund rose by +6.83% in July, outperforming the ASX 200 Total Return benchmark by +3.95%. Since inception in February 2009, the fund has returned +11.89% per annum, an outperformance of +2.09% relative to...
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Performance Report: 4D Global Infrastructure Fund (Unhedged)
The 4D Global Infrastructure Fund (Unhedged) rose by +0.86% in July. Since inception in March 2016, the fund has returned +9.7% per annum, an outperformance of +1.04% relative to the S&P Global Infrastructure TR (AUD) benchmark which has...
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Performance Report: Equitable Investors Dragonfly Fund
Equitable noted June was a month in which they watched the final rush of end-of-financial year tax loss selling, with a basket of positions all under pressure as a result. Compensating for that was the reaction to a transformational...
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Performance Report: Rixon Income Fund
The Rixon Income Fund rose by +0.93% in July, an outperformance of +0.2% compared with the RBA Cash Rate + 5% benchmark which rose by +0.73%. Since inception in November 2022, the fund has returned +9.20% on a cumulative basis, a...
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Performance Report: PURE Resources Fund
The PURE Resources Fund rose by +2.7% in June, an outperformance of +3.91% compared with the S&P/ASX Small Resources TR benchmark which fell by -1.21%. Since inception in May 2021, the fund has returned +8.47% per annum, an outperformance...
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Performance Report: Insync Global Capital Aware Fund
The Insync Global Capital Aware Fund rose by +3.31% in June. Since inception in October 2009, the fund has returned +10.42% per annum, a difference of -0.46% relative to the All Countries World (AUD) benchmark which has returned +10.88% on...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.62% in June, a difference of -0.11% compared with the RBA Cash Rate + 5% benchmark which rose by +0.73%. Since inception in April 2018, the fund has returned +11.04% per annum, an outperformance of...
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