Heineken - Beneficiary of global disruption and riding the Africa Megatrend

27 Mar 2019 - Insync Fund Managers

Being on the right side of disruption is going to be a key driver of generating future investment performance. Many consumer staple companies that have been at the core of quality portfolios are now being disrupted and beer clearly falls...

The company shaking up the U.S. healthcare system (NYSE: CVS)

14 Mar 2019 - Ted Franks, Pengana WHEB Sustainable Impact Fund

The American healthcare system is one of the world's largest markets, nearly 18% of the U.S. GDP is spent on healthcare compared with Australia's 9.6%, however their average life expectancy is 78.8 years vs. 80.7 - 83.9 years for other...

Opera in Beijing - The National People's Congress 2019

13 Mar 2019 - Marcel von Pfyffer, Arminius Capital

China's equivalent of Parliament meets in Beijing every year for a few days in March. This august body, officially called the National People's Congress, always passes every item of legislation put in front of it by the Communist Party...

New Funds on Fundmonitors.com

7 Mar 2019 - 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,...

7 Mar 2019 - 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.

TAMIM Alpha Fund

Inception date: 31 December 2017
Strategy: Equity Long
Geographic mandate: Israel/Global
Investor type: Wholesale

Minimum initial investment: AU$250,000
Distributions: Annually
Management fee: 1.5%
Performance fee: 20%

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TAMIM Asia Small Companies Fund

Inception date: 02 October 2018
Strategy: Equity Long
Geographic mandate: Asia
Investor type: Wholesale

Minimum initial investment: AU$100,000
Distributions: Annually
Management fee: 1%
Performance fee: 20%

View Profile

See also: TAMIM Credit Fund

Greencape Broadcap Fund

Inception date: 11 September 2006
Strategy: Equity Long
Geographic mandate: Australia/Global
Investor type: Wholesale & Retail

Minimum initial investment: AU$10,000
Distributions: Quarterly
Management fee: 0.95%
Performance fee: 15%

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Greencape High Conviction Fund

Inception date: 11 September 2006
Strategy: Equity Long
Geographic mandate: Australia/Global
Investor type: Wholesale & Retail

Minimum initial investment: AU$10,000
Distributions: Quarterly
Management fee: 0.9%
Performance fee: 15%

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Progressive Global Fund

Inception date: 01 April 2018
Strategy: Equity Long/Short
Geographic mandate: Global
Investor type: Wholesale

Minimum initial investment: AU$50,000
Distributions: Annually
Management fee: 1.5%
Performance fee: 20%

View Profile

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Bharti Infratel: One of the best ways to play the emerging Indian consumer...

6 Mar 2019 - Steven Glass

Despite the short-term disruption for Bharti Infratel, the long-term future is bright as telecom operators will need a significant number of additional towers in order to increase their 4G coverage and improve their network.

Performance Report: Bennelong Emerging Companies Fund

5 Mar 2019 - Australian Fund Monitors

The Bennelong Emerging Companies Fund rose +5.80% in January, outperforming the ASX200 Accumulation Index by +1.93% and taking annualised performance since inception in November 2017 to +8.80% versus the Index's +3.53%.

5 Mar 2019 - Performance Report: Bennelong Emerging Companies Fund

By: Australian Fund Monitors

Report Date	05 March 2019
Manager	Bennelong Australian Equity Partners (BAEP), a Bennelong boutique
Fund Name	Bennelong Emerging Companies Fund
Strategy	Equity Long
Latest Return Date	January 2019
Latest Return	5.80%
Latest 6 Months	-15.27%
Latest 12 Months	-10.90%
Latest 24 Months
Annualised Since Inception	8.80%
Inception Date	01 November 2017
FUM (millions)	AU$10.71
Fund Overview	The Fund invests in ASX-listed securities of small and micro capitalised companies that are covered by the investment research capabilities of Bennelong Australian Equity Partners ('BAEP'). The Fund may invest in securities expected to be listed on the ASX within 12 months. The Fund may also invest in securities listed, or expected to be listed, on other exchanged where such securities relate to ASX-listed securities
Manager Comments	The Bennelong Emerging Companies Fund rose +5.80% in January, outperforming the ASX200 Accumulation Index by +1.93% and taking annualised performance since inception in November 2017 to +8.80% versus the Index's +3.53%. As would be expected of a fund invested in micro and small-cap stocks, this return has been achieved with significantly higher volatility than the market, however, the Fund's up-capture and down-capture ratios indicate that, on average, the Fund has captured significantly more of the market's upside than its downside since inception. As at the end of January, the Fund's top holdings included Nearmap, Cml, Audinate, Helloworld and Apollo Tourism and Leisure. The Fund invests predominantly in micro and small-cap stocks listed on the ASX. It is managed via a research-intensive and predominantly bottom-up investment approach. The Fund focuses on high quality stocks and seeks to avoid the higher risk that usually comes with micro and small-cap stocks.
More Information	Fund Profile Manager's Report

Preparing for the China Crisis

4 Mar 2019 - Marcel von Pfyffer, Arminius Capital

After a decade of pointing out that China was not heading for a financial crisis, we have changed our minds. Recent trends suggest that problems are building in China's corporate bonds, small banks, and consumer loans. We think that a...

L1 Capital International

1 Mar 2019 - - L1 Capital Pty Ltd

L1 Capital International is an independent active manager of global equities. We apply a detailed investment process built up on a fundamental assessment of quality and value. We aim to deliver attractive risk-adjusted returns by...

Spectrum Insights - So bad its good?

28 Feb 2019 - Damien Wood - Spectrum Asset Management

So bad its good? International and domestic economic indicators have turned negative in recent months. Major central banks responded to this and the weak financial markets in late 2018. In fact, policy makers pivoted from...

A contrarian play on the aged care sector

26 Feb 2019 - Newgate Capital Partners

In this research report we look at the probable outcomes of the upcoming Royal Commission into the Australian aged care industry, and why we are taking a contrarian view on the sector.

Fund Monitors Pty Ltd

News

27 Mar 2019 - Heineken - Beneficiary of global disruption and riding the Africa Megatrend

14 Mar 2019 - The company shaking up the U.S. healthcare system (NYSE: CVS)

13 Mar 2019 - Opera in Beijing - The National People's Congress 2019

7 Mar 2019 - New Funds on Fundmonitors.com

6 Mar 2019 - Bharti Infratel: One of the best ways to play the emerging Indian consumer (NSE: INFRATEL)

5 Mar 2019 - Performance Report: Bennelong Emerging Companies Fund

4 Mar 2019 - Preparing for the China Crisis

1 Mar 2019 - L1 Capital International

28 Feb 2019 - Spectrum Insights - So bad its good?

26 Feb 2019 - A contrarian play on the aged care sector

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