News
Performance Report: DS Capital Growth Fund
The DS Capital Growth Fund rose by +2.71% in February, outperforming the ASX 200 Total Return benchmark by +1.92%. Since inception in January 2013, the fund has returned +12.91% per annum, an outperformance of +3.87% relative to the...
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Performance Report: Bennelong Emerging Companies Fund
The Bennelong Emerging Companies Fund rose by +6.34% in February, outperforming the ASX 200 Total Return benchmark by +5.55%. Since inception in November 2017, the fund has returned +18.28% per annum, an outperformance of +9.82% relative...
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Performance Report: Airlie Australian Share Fund
The Airlie Australian Share Fund rose by +1.6% in February. Since inception in June 2018, the fund has returned +11.18% per annum, an outperformance of +2.66% relative to the ASX 200 Total Return benchmark which has returned +8.52% on an...
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Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) rose by +0.38% in February. Since inception in January 2016, the fund has returned +6.68% per annum, an outperformance of +3.16% relative to the FTSE EPRA/ NAREIT Developed NET TR benchmark which...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.79% in February. Since inception in April 2018, the fund has returned +11.9% per annum, an outperformance of +5.45% relative to the RBA Cash Rate + 5% benchmark which has returned +6.45% on an...
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Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund rose by +2.75% in February, outperforming the ASX 200 Total Return benchmark by +1.96%. Since inception in February 2009, the fund has returned +13.55% per annum, an outperformance of...
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Performance Report: Rixon Income Fund
The Rixon Income Fund rose by +0.94% in February. Since inception in November 2022, the fund has returned +12.4% per annum, an outperformance of +3.57% relative to the RBA Cash Rate + 5% benchmark which has returned +8.83% on an annualised...
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Performance Report: ASCF High Yield Fund
The ASCF High Yield Fund rose by +0.59% in February, outperforming the Bloomberg AusBond Composite 0+ Yr benchmark by +0.89%. Since inception in March 2017, the fund has returned +8.18% per annum, an outperformance of +6.69% relative to...
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Performance Report: PURE Income & Growth Fund
The PURE Income & Growth Fund returned -0.12% in January. Since inception in December 2018, the fund has returned +10.56% per annum, a difference of +5.67% relative to the S&P/ASX Small Industrials TR benchmark which has returned +4.89% on...
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Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund returned -2.54% in January. Top contributors included Adveritas and MedAdvisor, while Scout Security and Talius Group were the key detractors. One notable move in January was the fund's participation...
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