News
21 Aug 2020 - Manager Insights | Gyrostat Capital Management
Chris Gosselin, CEO of Australian Fund Monitors, speaks with Craig Racine from Gyrostat Capital Management about the Gyrostat Absolute Return Income Equity Fund. Craig's fund began in December 2010 and is designed to combine protection, returns and regular income through all stages of the investment cycle. The Fund includes a 'tail hedge' for gains on large market falls which was particularly beneficial during February 2020 (Fund: +3.27%, ASX200 TR: -7.69%) and March 2020 (Fund: +5.80%, ASX200TR: -20.65%). |
20 Aug 2020 - Gyrations: August 2020
20 Aug 2020 - Presentation - Gyrostat Absolute Return Income Equity Fund
20 Aug 2020 - Performance Report: Bennelong Concentrated Australian Equities Fund
Report Date | |
Manager | |
Fund Name | |
Strategy | |
Latest Return Date | |
Latest Return | |
Latest 6 Months | |
Latest 12 Months | |
Latest 24 Months (pa) | |
Annualised Since Inception | |
Inception Date | |
FUM (millions) | |
Fund Overview | The overriding objective of the Concentrated Australian Equities Fund is to seek investment opportunities which are under-appreciated and have the potential to deliver positive earnings, while satisfying our stringent quality criteria. Bennelong's investment process combines bottom-up fundamental analysis together with proprietary investment tools which are used to build and maintain high quality portfolios that are risk aware. The portfolio typically consists of 20-35 high-conviction stocks from the S&P/ASX 300 Index. The Fund may invest in securities listed on other exchanges where such securities relate to ASX-listed securities. Derivative instruments are mainly used to replicate underlying positions and hedge market and company specific risks. |
Manager Comments | As at the end of July, the portfolio's weightings had been increased in the Health Care, Materials, Consumer Staples, IT, REIT's, Industrials and Financials sectors. The portfolio is significantly more heavily weighted towards the Discretionary sector than the Benchmark (ASX300 Accumulation Index), with an 'Active Weight' of 20.8%. It is also significantly underweight the Financials sector by comparison with the Benchmark, with an 'Active Weight' of -22.1%. The Fund aims to invest in a concentrated portfolio of high quality companies with strong growth outlooks, underestimated earnings momentum and underestimated prospects. By comparison with the Benchmark, the portfolio's holdings, on average, have a higher return on equity, lower debt/equity, higher sales growth, higher EPS growth, higher price/earnings and lower dividend yield which together indicate that the Fund is in line with its investment objectives. |
More Information |
20 Aug 2020 - Retail REITs Still Look Cheap
19 Aug 2020 - New Funds on Fundmonitors.com
New Funds on Fundmonitors.com |
|
ECP Growth Companies Fund |
||||
|
||||
View Profile |
Realside Adelaide Office Fund |
||||
|
||||
View Profile |
Nikko AM ARK Global Disruptive Innovation Fund | ||||
|
||||
View Profile |
Nikko AM Australian Share Concentrated Fund | ||||
|
||||
View Profile |
Nikko AM Australian Share Income Fund | ||||
|
||||
View Profile |
Nikko AM Australian Share Wholesale Fund | ||||
|
||||
View Profile |
Nikko AM New Asia Fund | ||||
|
||||
View Profile |
Want to see more funds? |
Subscribe for full access to these funds and over 450 others |
17 Aug 2020 - Introduction to the L1 Capital U.K. Residential Property Fund IV
L1 Capital is a well-known name in the Australian Funds management industry and they have recently released their 4th UK Residential Property Fund having begun investing in the strategy in September 2017. The Fund's strategy is focused on investing in fully tenanted residential property in major U.K. cities, excluding London, that provide a reliable income stream with the potential for capital growth. The objective of the Fund is to deliver clients a net return of 10% p.a., including a dividend yield of 6% p.a. |
12 Aug 2020 - Manager Insights | Cyan Investment Management
Chris Gosselin, CEO of Australian Fund Monitors, speaks with Dean Fergie about the Cyan C3G Fund's recent activity. Dean also shares his views on current market conditions and how he expects markets and the Fund to perform going forward. The Cyan C3G Fund invests in a portfolio of 20-40 small and mid-cap companies, weighted appropriately to balance risk and return. The Fund rose +9.9% after fees in July against the ASX200 Accumulation Index's +0.5%. Since inception in August 2014, the Fund has returned +14.53% p.a. against the Index's annualised return over the same period of +5.24%. |