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Printed: 29 November 2024 10:49 PM

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NEWS

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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Performance Report: Insync Global Quality Equity Fund
29 Jan 2020 - Australian Fund Monitors
The Insync Global Quality Equity Fund returned +37.24% over CY2019, outperforming AFM's Global Equity Benchmark by +10.05% and taking annualised performance since inception in October 2009 to +13.74% versus the Index's +11.63%.
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Performance Report: Bennelong Emerging Companies Fund
28 Jan 2020 - Australian Fund Monitors
The Bennelong Emerging Companies Fund returned +86.64% after fees over CY2019, outperforming the ASX200 Accumulation Index by +66.24% and taking annualised performance since inception in November 2017 to +36.43% versus the Index's +10.47%.
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Performance Report: Surrey Australian Equities Fund
28 Jan 2020 - Australian Fund Monitors
The Surrey Australian Equities Fund fell in line with the market in December, returning -2.90%. Over CY2019 the Fund rose +19.54% with a volatility of 12.04%.
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On the Road Again Part 2 Germany Calling
28 Jan 2020 - Delft Partners
The second article following a research trip to Europe and Hong Kong. Germany is the epitome of fiscal rectitude and prudence. It is however surrounded by rather troublesome neighbours with whom it does most of its commercial transactions....
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Hedge Clippings | 24 January 2020
24 Jan 2020 - Australian Fund Monitors
The summer bushfires of 2019-2020 will undoubtedly go down in history as the worst on record, and this at a point of time when we have yet to see the end of January, and therefore - barring an unexpected deluge - there's more of the same to come.
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Performance Report: Harvest Lane Asset Management Absolute Return Fund
24 Jan 2020 - Australian Fund Monitors
The Harvest Lane Absolute Return Fund has returned +8.01% p.a. with an annualised volatility of 6.74% since inception in July 2013. In December the Fund returned -0.94% versus the ASX200 Accumulation Index's -2.17%.
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Performance Report: Glenmore Australian Equities Fund
24 Jan 2020 - Australian Fund Monitors
The Glenmore Australian Equities Fund returned +40.29% over CY2019 versus the ASX200 Accumulation Index's +23.40%. Since inception in June 2017, the Fund has returned +26.11% p.a. versus the Index's +10.74%.
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Performance Report: Insync Global Capital Aware Fund
24 Jan 2020 - Australian Fund Monitors
The Insync Global Capital Aware Fund ended CY2019 up +32.77% versus AFM's Global Equity Benchmark's +27.19%. Since inception in October 2009, the Fund has returned +11.21% p.a. with an annualised volatility of 9.45%.
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Events Calendar

December 2024
Plato Global Alpha Complex ETF
3 Dec 2024 11:00 AM to 11:30 AM

Plato's Head of Long/Short Strategies and Lead Portfolio Manager, Dr David Allen is hosting a webinar on 3 December at 11.00 am (AEDT).


RBA - Monetary Policy Decision
10 Dec 2024 2:30 PM to 3:00 PM
65 Martin Place, Sydney
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