News
Performance Report: ASCF High Yield Fund
The ASCF High Yield Fund rose by +0.55% in June, an outperformance of +2.5% compared with the Bloomberg AusBond Composite 0+ Yr benchmark which fell by -1.95%. Since inception in March 2017, the fund has returned +8.27% per annum, a...
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Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund returned -11.33% in May, a difference of -8.8% compared with the ASX 200 Total Return benchmark which fell by -2.53%. Since inception in September 2017, the fund has returned -10.63% per annum, a...
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Performance Report: Digital Asset Fund (Digital Opportunities Class)
The Digital Asset Fund (Digital Opportunities Class) rose by +0.11% in May, an outperformance of +5.27% compared with the S&P Cryptocurrency Broad Digital Market benchmark which fell by -5.16%. Since inception in May 2021, the fund has...
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Performance Report: Bennelong Emerging Companies Fund
The Bennelong Emerging Companies Fund returned -2.33% in May, an outperformance of +0.2% compared with the ASX 200 Total Return benchmark which fell by -2.53%. Since inception in November 2017, the fund has returned +16.54% per annum, a...
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Performance Report: Insync Global Capital Aware Fund
The Insync Global Capital Aware Fund rose by +0.59% in May. Since inception in October 2009, the fund has returned +10.23% per annum, a difference of -0.42% relative to the All Countries World (AUD) benchmark which has returned +10.65% on...
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Performance Report: Bennelong Twenty20 Australian Equities Fund
The Bennelong Twenty20 Australian Equities Fund returned -4.11% in May, a difference of -1.58% compared with the ASX 200 Total Return benchmark which fell by -2.53%. Since inception in November 2009, the fund has returned +9.09% per annum,...
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Performance Report: Skerryvore Global Emerging Markets All-Cap Equity Fund
The Skerryvore Global Emerging Markets All-Cap Equity Fund rose by +0.85% in May, an outperformance of +0.45% compared with the MSCI Emerging Markets (MMEF) AUD benchmark which rose by +0.4%. Since inception in August 2021, the fund has...
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Performance Report: Rixon Income Fund
The Rixon Income Fund rose by +0.85% in May, an outperformance of +0.14% compared with the RBA Cash Rate + 5% benchmark which rose by +0.71%. Since inception in November 2022, the fund has returned +12.75% per annum, a difference of +4.4%...
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Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund returned -4.26% in May, a difference of -1.73% compared with the ASX 200 Total Return benchmark which fell by -2.53%. Since inception in February 2009, the fund has returned +12.92% per...
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Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) returned -2.87% in May, a difference of -0.42% compared with the FTSE EPRA/ NAREIT Developed NET TR benchmark which fell by -2.45%. Since inception in January 2016, the fund has returned +5.75%...
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