Musical Chairs 2019 Q4

14 Feb 2020 - Adviser Ratings

LIC/LIT Conflict of Interest Debate

7 Feb 2020 - Christopher Joye - Coolabah Capital Investments

Mis-selling plagues the asset class as issuers paying commissions to advisers and brokers continue to cause friction within the industry...

The False Contradiction of Value Versus Growth

7 Feb 2020 - Charlie Aitken, Aitken Investment Management

Given the substantial outperformance of 'growth' stocks over the past decade - and 2019 in particular - there is currently a robust debate around whether it's time to switch to a more 'value' oriented portfolio.

Trends in Renewable Energy and some thoughts on climate change

6 Feb 2020 - Delft Partners

The range of investment opportunities in renewables is increasing and perhaps counter intuitively is most apparent in the USA, and obviously, Canada. This is capitalism in action since the cost benefits of renewables are now comparable to...

Coronavirus - Worse than you think, but not necessarily bad for stocks

6 Feb 2020 - Michael Frazis, Frazis Capital Partners

The 2020 Coronavirus has become a cultural meme, like Kony 2012 or bitcoin in 2018. I'd guess most people on the planet have talked about it in the last 24 hours. The doctor line seems to be that it's not that bad... more people die from...

Retirement Income Review Submission

5 Feb 2020 - Gyrostat Capital Management

The importance of new risk management techniques. While minimising the risks associated with lifetime investment earnings for Australians is a proposition with wide support, the Australian financial services sector is founded on...

New Funds on Fundmonitors.com

5 Feb 2020 - Australian Fund Monitors

Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...

5 Feb 2020 - New Funds on Fundmonitors.com

By: Australian Fund Monitors

New Funds on Fundmonitors.com

Below are some of the funds we've recently added to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research, platform availability, and news & insights.

1851 Emerging Companies Fund

Inception date: February 2020
Strategy: Equity Long
Geographic mandate: Australia/NZ
Investor type: Wholesale

Minimum initial investment: AU$100,000
Distributions: Annually
Management fee: 1.25%
Performance fee: 20%

View Profile

Delft Partners Global Infrastructure Strategy

Inception date: December 2016
Strategy: Infrastructure
Geographic mandate: Global
Investor type: Wholesale

Minimum initial investment: AU$50,000
Distributions: N/A
Management fee: 0.75%
Performance fee: 0%

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Chester High Conviction Fund

Inception date: April 2017
Strategy: Equity Long
Geographic mandate: Australia/Global
Investor type: Retail

Minimum initial investment: AU$20,000
Distributions: 6 Monthly
Management fee: 0.95%
Performance fee: 15%

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Smarter Money (Active Cash) Fund (SMAC)

Inception date: February 2012
Strategy: Fixed Income
Geographic mandate: Australia
Investor type: Retail

Minimum initial investment: AU$1,000
Distributions: Quarterly
Management fee: 0.15%
Performance fee: 20.5%

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Smarter Money Higher Income Fund (SMHI)

Inception date: August 2014
Strategy: Fixed Income
Geographic mandate: Australia
Investor type: Wholesale & Retail

Minimum initial investment: AU$1,000
Distributions: Quarterly
Management fee: 0.3%
Performance fee: 22.5%

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Smarter Money Long Short Credit Fund (LSCF)

Inception date: August 2017
Strategy: Fixed Income
Geographic mandate: Australia
Investor type: Wholesale & Retail

Minimum initial investment: AU$1,000
Distributions: Quarterly
Management fee: 0.5%
Performance fee: 20.5%

View Profile

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On the Road Again Part 3 - Hong Kong: 1 Country 2 Systems 3 Conclusions

31 Jan 2020 - Delft Partners

The riots in Hong Kong are more than a protest about a change in deportation rules. Grievances are more fundamental and likely to simmer for longer than expected. These events have allowed the USA to exert some pressure on China in the...

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....

What drove Loftus Peak's +35% net-of-fees return for 2019

23 Jan 2020 - Alex Pollak (CIO)

Loftus Peak has been named among the top performing global fund managers for 2019. We believe our
investment philosophy and process underpin the successful year and longer-term track record.

Fund Monitors Pty Ltd

News

14 Feb 2020 - Musical Chairs 2019 Q4

7 Feb 2020 - LIC/LIT Conflict of Interest Debate

7 Feb 2020 - The False Contradiction of Value Versus Growth

6 Feb 2020 - Trends in Renewable Energy and some thoughts on climate change

6 Feb 2020 - Coronavirus - Worse than you think, but not necessarily bad for stocks

5 Feb 2020 - Retirement Income Review Submission

5 Feb 2020 - New Funds on Fundmonitors.com

31 Jan 2020 - On the Road Again Part 3 - Hong Kong: 1 Country 2 Systems 3 Conclusions

28 Jan 2020 - On the Road Again Part 2 Germany Calling

23 Jan 2020 - What drove Loftus Peak's +35% net-of-fees return for 2019

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