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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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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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