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Printed: 23 November 2024 7:56 AM

News

NEWS

Platinum ends year on a positive note
12 Jan 2009 - Australian Fund Monitors
None of Platinum Asset Management's absolute return funds reported negative performance in December with their Asia Fund recording the strongest gain of 4.4 per cent, while the International Health Care Fund was their worst performer with...
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Long/short and event driven strategies drive Wallace fund to +48.9% in 2008
12 Jan 2009 - Australian Fund Monitors
The Wallace Australia Opportunities Fund (WAOF) returned +1.71% in December, bringing its 2008 return to +48.9%. This fund has now produced positive returns for every month since March 2008.
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Prime Value funds end 2008 in the red
12 Jan 2009 - Australian Fund Monitors
The Prime Value Imputation Fund (PVIF) recorded a loss of -1.7% in December, and was down -40.6% for 2008, while the Prime Value Growth Fund (PVGF) returned -31.5% in 2008 (+1.1% in December).
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Regal's equity market neutral funds down in December
12 Jan 2009 - Australian Fund Monitors
Regal's Tasman fund lost 2.9% in December and their Amazon fund was down 0.6% for the month. Over 2008 the Amazon fund lost 8.18% and the Tasman fund lost 9.8%.
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Excalibur fund shines in 2008
12 Jan 2009 - Australian Fund Monitors
The Excalibur Absolute Return Fund returned +3.74% in December, ending 2008 with a return of +12.23% and a worst month of -0.94%.
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Elstree Enhanced Income Fund ends year in negative territory
12 Jan 2009 - Australian Fund Monitors
The Elstree Enhanced Income Fund returned -5.62% in December, reducing its 2008 return to -36.4%. The December return underperformed the All Ordinaries Accumulation Index (0%) and the UBS All Maturities Bond Index (-1.2%).
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Prodigal expects strong recovery for fund
9 Jan 2009 - Australian Fund Monitors
Prodigal's Absolute Return Fund performed strongly in December with the manager reporting an estimated gain of 6%. The fund has lost -19.96% over the year but, after the second positive month in a row, the manager says that they expect the...
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MM&E event driven funds hurt by Indophil's takeover backdown
9 Jan 2009 - Australian Fund Monitors
MM&E Capital saw small losses both of their Investment Trusts, No. 1 and 2, in December. Trust No.1 recorded a loss of -0.98% for the month, bringing it's return for the year to -4.88%, while Trust No.2 was down -1.01% for the month and...
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MM&E Takeover Target fund finds some winners
9 Jan 2009 - Australian Fund Monitors
MM&E's Takeover Target fund had a positive month in December with a gain of 1.19%, but remains down -30.84% over the year.
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Equity funds improve at Plato while Market Neutral strategy suffers
9 Jan 2009 - Australian Fund Monitors
Plato Asset Management's Core Composite (long only) and Core Composite 130/30 have reported significantly improved performance in December, while their Market Neutral fund recorded its worst month since inception.
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Events Calendar

November 2024
L1 Capital International
28 Nov 2024 11:00 AM to 11:30 AM

Join L1 Capital International's CIO, David Steinthal, for an update on the investment environment, positioning of the L1 Capital International Fund (Managed Fund) and key takeaways from the recent results season.

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