NEWS

Performance Report: Fortitude Capital Absolute Return Trust

16 Dec 2009 - Australian Fund Monitors

Fortitude\\'s Absolute Return Trust was slightly down in November, only losing 0.0157%, largely due to poor performance in the fund\\'s derivatives book which has been scaled back and restructured to reduce exposure going forward.

Performance Report: TI Intercept Capital Fund

15 Dec 2009 - Australian Fund Monitors

Techinvest\\'s Intercept Capital Fund has reported a positive return of 4.39% for November with the main contributors being a long position in Synaptics and short positions in Diebold and Hitachi.

Performance Report: Antares Lodestar Absolute Return Trust

15 Dec 2009 - Australian Fund Monitors

Antares\\' Lodestar Absolute Return Trust reported a 0.85% gain in November with a diverse range of holdings contributing to the result.

Performance Report: Pengana Australian Equities Core Fund

15 Dec 2009 - Australian Fund Monitors

Pengana\\'s Australian Equities Core Fund posted a gain of 1.0% in November, in part due to rising precious metal prices. Holdings in Aquarius Platinum, Lihir Gold and Sino Gold all made positive contributions, along with industrial...

Performance Report: Austral Equity Fund

9 Dec 2009 - Australian Fund Monitors

The Austral Equity Fund finished the month up 0.78%, mainly attributed to a moderate increase in the value of its interest rate securities holdings and equity long positions.

Performance Report: CSL Active Long/Short Programme

9 Dec 2009 - Australian Fund Monitors

Commodity Strategies' Long Short Fund posted an impressive 4.28% return in November. Metals including gold, silver and platinum were the main positive contributors

Performance Report: AR Capital - Ascot Fund

9 Dec 2009 - Australian Fund Monitors

AR Capital's Ascot Fund returned a positive 0.15% for the month as the fund was caught out with a conservative stance while waiting for events in the middle east to play out, so missing out on the almost 3% upward swing on November 30.

Performance Report: Regal Tasman Market Neutral Fund

9 Dec 2009 - Australian Fund Monitors

Regal's Tasman Market Neutral Fund finished November up 2.7%, making profits on both long and short positions.

9 Dec 2009 - Performance Report: Regal Tasman Market Neutral Fund

By: Australian Fund Monitors

Report Date	08 December 2009
Manager	Regal Funds Management
Fund Name	Regal Tasman Market Neutral Fund
Strategy	Equity Market Neutral
Latest Return Date	November 2009
Latest Return	2.70%
Latest 6 Months	44.02%
Latest 12 Months	48.18%
Latest 24 Months	40.51%
Annualised Since Inception	25.08%
Inception Date	03 May 2007
FUM (millions)	AU$21
Fund Overview	The Tasman Market Neutral Fund aims to maximise returns with only moderate risk and little correlation to equity markets. Investments are usually based on fundamental research and may be held for months or years. Hedging is usually achieved through single stock exposures. The fund aims to limit the volatility of returns to less than 15% pa and maintains a beta neutral portfolio. Risk limits (stock, sector, liquidity, systematic etc) are maintained to help achieve the volatility target. Most of the investments are in Australia but investments are also made in other countries on an opportunistic basis (mainly in Europe and no emerging markets).
Manager Comments	Regal's Tasman Market Neutral Fund finished November up 2.7%, making profits on both long and short positions. Stocks experiencing corporate actions were the biggest winners on the long side. These included Sino Gold which is in the process of being taken over by El Dorado, Village which completed a large buyback, and the mining company Indophil which has been in takeover talks. On the short side the best performers were overvalued cyclicals such as Bluescope Steel and Brambles. Profit was also made on fund managers Perpetual and Platinum whose share prices may have increased too much and too quickly. The main loss in the month was BBI which had been a big winner for the fund in October, but fell when preference shares were converted to ordinary shares as part of a recapitalisation process.
More Information	» View detailed profile of this fund

Performance Report: Bennelong Securities Long Short Equity Fund

9 Dec 2009 - Australian Fund Monitors

Bennelong's Long Short Equity Fund performed well in November, gaining 1.71%. However the manager said performance was adversely impacted late in the month by large volatility swings in world makets due to Dubai related credit issues.

November absolute return and hedge fund review

3 Dec 2009 - Australian Fund Monitors

Australian Fund Monitors has just released the November Absolute Return and Hedge Fund Review. Results for October were generally flat, but this still represents outperformance of around 2% when compared with equity markets.

1 ... 678 679 680 681 682 683 684 685 686 ... 720

Search

Search for:
Fund:	Type a few letters to search
Manager:
Publish Dates:	From: To:

Events Calendar

June 2026

RBA - Monetary Policy Decision

Date 16 Jun 2026 2:30 PM to 3:00 PM

Where

65 Martin Place, Sydney

Link News & Announcements

Details

Fund Monitors Pty Ltd

News

NEWS

16 Dec 2009 - Performance Report: Fortitude Capital Absolute Return Trust

15 Dec 2009 - Performance Report: TI Intercept Capital Fund

15 Dec 2009 - Performance Report: Antares Lodestar Absolute Return Trust

15 Dec 2009 - Performance Report: Pengana Australian Equities Core Fund

9 Dec 2009 - Performance Report: Austral Equity Fund

9 Dec 2009 - Performance Report: CSL Active Long/Short Programme

9 Dec 2009 - Performance Report: AR Capital - Ascot Fund

9 Dec 2009 - Performance Report: Regal Tasman Market Neutral Fund

9 Dec 2009 - Performance Report: Bennelong Securities Long Short Equity Fund

3 Dec 2009 - November absolute return and hedge fund review

Category

Search

Events Calendar