Fund Monitors Pty Ltd

www.fundmonitors.com
© Copyright 2015
Printed: 31 July 2015 6:13 AM
Allard Investment Fund: June 2015 perf: -3.10%, Last 12 Months: 21.95%
Cadence Capital Limited: June 2015 perf: -2.15%, Last 12 Months: 11.42%
Aviator Macro Opportunities Fund : June 2015 perf: 2.24%, Last 12 Months: 2.89%
Aurora Fortitude Absolute Return Fund: June 2015 perf: 0.17%, Last 12 Months: 1.73%
Bennelong Kardinia Absolute Return Fund: June 2015 perf: -1.49%, Last 12 Months: 8.36%
K2 Asian Absolute Return Fund: June 2015 perf: -4.23%, Last 12 Months: 34.62%
K2 Australian Absolute Return Fund: June 2015 perf: -2.98%, Last 12 Months: 10.96%
K2 Select International Absolute Return Fund: June 2015 perf: -2.69%, Last 12 Months: 31.72%
Macquarie Asian Alpha Fund (Cayman) - Class A USD: June 2015 perf: 2.13%, Last 12 Months: 11.40%
NAOS Emerging Companies Long Short Equities Fund: June 2015 perf: -3.03%, Last 12 Months: -10.49%
OC Dynamic Equity Fund: June 2015 perf: -1.80%, Last 12 Months: 9.73%
OC Premium Small Company Fund: June 2015 perf: -4.10%, Last 12 Months: 11.88%
Platinum Asia Fund: June 2015 perf: -4.10%, Last 12 Months: 29.89%
Platinum Japan Fund - AUD: June 2015 perf: -3.50%, Last 12 Months: 41.08%
Blue Sky SRA Alliance Fund - IS 4 Fund: June 2015 perf: -0.51%, Last 12 Months: 6.77%
PM CAPITAL Global Companies Fund: June 2015 perf: -0.70%, Last 12 Months: 32.89%
PM CAPITAL Australian Companies Fund: June 2015 perf: -1.00%, Last 12 Months: 6.13%
PM CAPITAL Enhanced Yield Fund: June 2015 perf: -0.20%, Last 12 Months: 2.95%
Antares High Growth Shares Fund: June 2015 perf: -5.80%, Last 12 Months: 8.53%
Premier Global Select Fund: June 2015 perf: -2.90%, Last 12 Months: 9.13%
Regal Atlantic Absolute Return Fund: June 2015 perf: -8.32%, Last 12 Months: 49.49%
WAM Capital Ltd: June 2015 perf: -1.60%, Last 12 Months: 14.73%
WaveStone Capital Absolute Return Fund: June 2015 perf: -1.67%, Last 12 Months: 11.05%
Agora Absolute Return Fund II: June 2015 perf: -4.60%, Last 12 Months: 5.58%
Elstree Enhanced Income Fund: June 2015 perf: -1.48%, Last 12 Months: 0.48%
Elstree Australian Enhanced Income Fund: June 2015 perf: -1.41%, Last 12 Months: -0.29%
Platinum International Fund: June 2015 perf: -3.90%, Last 12 Months: 20.29%
Platinum Unhedged Fund: June 2015 perf: -3.20%, Last 12 Months: 19.40%
Platinum European Fund: June 2015 perf: -1.90%, Last 12 Months: 15.51%
Platinum International Brands Fund: June 2015 perf: -1.50%, Last 12 Months: 19.77%
Platinum International Health Care Fund: June 2015 perf: -1.20%, Last 12 Months: 34.00%
Platinum International Technology Fund: June 2015 perf: -3.30%, Last 12 Months: 20.28%
Macquarie Alpha Opportunities Fund: June 2015 perf: -4.42%, Last 12 Months: 16.51%
Regal Tasman Market Neutral Fund: June 2015 perf: -0.66%, Last 12 Months: 6.06%
AUI Wingate Global Equity Fund (Foundation Units): June 2015 perf: -1.21%, Last 12 Months: 19.24%
Aurora Dividend Income Trust: June 2015 perf: -2.30%, Last 12 Months: -5.23%
Aurora Global Income Trust: June 2015 perf: 0.50%, Last 12 Months: 6.46%
Select Real Return Fund: June 2015 perf: -1.98%, Last 12 Months: 7.76%
Select Listed Investments: June 2015 perf: -3.05%, Last 12 Months: 18.89%
Baker Steel Gold: June 2015 perf: -2.74%, Last 12 Months: -0.84%
Bennelong Long Short Equity Fund: June 2015 perf: 4.86%, Last 12 Months: 8.60%
Pengana Australian Equities Fund: June 2015 perf: -3.46%, Last 12 Months: 8.91%
Pengana Global Resources Fund: June 2015 perf: -5.90%, Last 12 Months: -4.76%
Pengana Emerging Companies Fund: June 2015 perf: -6.90%, Last 12 Months: 12.87%
WAM Active Ltd: June 2015 perf: -1.00%, Last 12 Months: 5.60%
WAM Research Ltd: June 2015 perf: -2.20%, Last 12 Months: 22.81%
Aurora Property Buy-Write Income Trust: June 2015 perf: -0.91%, Last 12 Months: 8.66%
Kaiser Trading Fund 2x: June 2015 perf: -3.80%, Last 12 Months: 10.54%
Prime Value Growth Fund: June 2015 perf: -5.75%, Last 12 Months: 0.51%
Prime Value Imputation Fund: June 2015 perf: -5.42%, Last 12 Months: 3.91%
Vaughan Nelson Global Small-Mid Cap Fund: June 2015 perf: -1.22%, Last 12 Months: 29.93%
Loomis Sayles Credit Opportunities Fund: June 2015 perf: -0.28%, Last 12 Months: 4.50%
Loomis Sayles Senior Loan Fund : June 2015 perf: 0.07%, Last 12 Months: 5.44%
Macquarie Winton Global Alpha Fund: June 2015 perf: -3.18%, Last 12 Months: 13.11%
Kapstream Absolute Return Income Fund: June 2015 perf: -0.17%, Last 12 Months: 3.47%
Optimal Japan Absolute Long Fund: June 2015 perf: -3.54%, Last 12 Months: 19.29%
Allard Growth Fund (USD): June 2015 perf: -2.40%, Last 12 Months: 3.61%
OC Concentrated Equity Fund: June 2015 perf: -2.90%, Last 12 Months: 17.22%
GMO Systematic Global Macro Trust - Class A: June 2015 perf: -5.46%, Last 12 Months: 8.80%
Ironbark Global Diversified Alternatives Fund: June 2015 perf: -1.11%, Last 12 Months: 6.59%
BT Total Return Fund: June 2015 perf: -2.19%, Last 12 Months: 2.97%
Signature Quantitative Fund: June 2015 perf: -3.00%, Last 12 Months: -1.92%
QAM Global Equities Fund - Class A: June 2015 perf: 5.44%, Last 12 Months: 24.02%
Kohinoor Series Three Fund USD: June 2015 perf: -0.37%, Last 12 Months: -0.80%
Macquarie Asian Alpha Fund (Australian Fund): June 2015 perf: -2.42%, Last 12 Months: 8.70%
SGH Absolute Return Trust (Wholesale): June 2015 perf: -5.77%, Last 12 Months: -4.53%
Blue Sky SRA Alliance Fund - IS 9 Fund: June 2015 perf: -2.72%, Last 12 Months: 12.35%
Blue Sky Investment Science - IS 16E Fund: June 2015 perf: -1.10%, Last 12 Months: 33.44%
Optimal Australia Absolute Trust: June 2015 perf: -1.10%, Last 12 Months: 0.79%
QIC Global Fixed Interest Alpha Fund: June 2015 perf: 0.81%, Last 12 Months: 2.41%
The 36 South Cullinan Fund (EUR): June 2015 perf: -5.63%, Last 12 Months: -26.31%
TGM Global Macro AUD: June 2015 perf: 2.24%, Last 12 Months: 11.79%
Pengana Asia Special Events (Offshore) Fund: June 2015 perf: -2.50%, Last 12 Months: 4.62%
Regal Australian Long Short Equity Fund: June 2015 perf: -4.74%, Last 12 Months: 7.85%
Australian Leaders Fund: June 2015 perf: 3.10%, Last 12 Months: -3.57%
DDH Global Fixed Interest Alpha Fund: June 2015 perf: 0.66%, Last 12 Months: -0.59%
Smallco Investment Fund: June 2015 perf: -1.90%, Last 12 Months: 15.68%
WaveStone Dynamic Australian Equity Fund : June 2015 perf: -2.92%, Last 12 Months: 10.71%
Sandon Capital Activist Fund: June 2015 perf: -4.10%, Last 12 Months: 7.64%
90 West Global Basic Materials Fund: June 2015 perf: -7.76%, Last 12 Months: 11.38%
The Supervised Fund: June 2015 perf: 1.78%, Last 12 Months: 8.95%
Supervised High Yield Fund: June 2015 perf: 0.21%, Last 12 Months: 6.16%
Ellerston Australian Market Neutral Fund: June 2015 perf: 1.29%, Last 12 Months: 11.65%
Merricks Capital Soft Commodity Fund: June 2015 perf: -8.59%, Last 12 Months: -2.35%
Wilson HTM Priority Growth Fund: June 2015 perf: -8.10%, Last 12 Months: 5.58%
KIS Asia Long Short Fund : June 2015 perf: -1.48%, Last 12 Months: 6.79%
Arnhem Long Short Australian Equity Fund: June 2015 perf: -6.10%, Last 12 Months: 2.99%
PM CAPITAL Asian Companies Fund: June 2015 perf: -2.70%, Last 12 Months: 20.37%
Wilson HTM Priority Core Fund: June 2015 perf: -3.23%, Last 12 Months: 6.99%
Peters Macgregor Global Fund: June 2015 perf: -1.89%, Last 12 Months: 19.00%
Microequities Deep Value Microcap Fund: June 2015 perf: -5.97%, Last 12 Months: 6.23%
Aubrey Global Conviction Fund: June 2015 perf: 0.13%, Last 12 Months: 26.54%
Asia Alpha Fund: June 2015 perf: -0.57%, Last 12 Months: 14.97%
Arnhem Australian Equity Fund: June 2015 perf: -4.50%, Last 12 Months: 3.02%
Arnhem Concentrated Australian Equity Fund: June 2015 perf: -5.31%, Last 12 Months: 1.84%
MGH Investment Fund Limited: June 2015 perf: -1.30%, Last 12 Months: 2.22%
AQR Wholesale Managed Futures Fund: June 2015 perf: -8.20%, Last 12 Months: 32.01%
Tribeca Australian Smaller Companies Fund: June 2015 perf: -4.94%, Last 12 Months: -8.02%
Tribeca Alpha Plus Fund - Class A: June 2015 perf: -4.94%, Last 12 Months: 20.25%
Man AHL Alpha (AUD): June 2015 perf: -5.64%, Last 12 Months: 10.70%
Man AHL Gold (AUD): June 2015 perf: -8.34%, Last 12 Months: 12.07%
AQR Wholesale DELTA Fund: June 2015 perf: -1.08%, Last 12 Months: 6.29%
Totus Alpha Fund: June 2015 perf: 6.30%, Last 12 Months: 22.74%
Candriam Alpha Dynamic Fund: June 2015 perf: -0.69%, Last 12 Months: 8.13%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: June 2015 perf: -2.70%, Last 12 Months: 7.83%
Solaris Core Australian Equity Fund (Performance Fee Option): June 2015 perf: -4.81%, Last 12 Months: 7.15%
Solaris High Alpha Australian Equity Fund: June 2015 perf: -5.06%, Last 12 Months: 0.00%
Monash Absolute Investment Fund: June 2015 perf: -1.90%, Last 12 Months: 1.89%
Merlon Wholesale Australian Share Income Fund: June 2015 perf: -5.64%, Last 12 Months: 5.53%
Bentham Wholesale Global Income Fund: June 2015 perf: 0.02%, Last 12 Months: 3.45%
Bentham Wholesale High Yield Fund: June 2015 perf: -0.97%, Last 12 Months: 3.96%
Bentham Wholesale Syndicated Loan Fund: June 2015 perf: -0.12%, Last 12 Months: 5.38%
NovaPort Smaller Companies: June 2015 perf: -6.69%, Last 12 Months: 4.25%
Ardea Wholesale Australian Inflation Linked Bond Fund: June 2015 perf: -2.21%, Last 12 Months: 6.31%
Nanuk Global Alpha Fund: June 2015 perf: 0.75%, Last 12 Months: 0.67%
Morphic Global Opportunities Fund: June 2015 perf: -2.44%, Last 12 Months: 25.51%
Zurich Global Equity Income Fund: June 2015 perf: -1.93%, Last 12 Months: -1.64%
Bennelong Avoca Emerging Leaders Fund: June 2015 perf: -6.76%, Last 12 Months: 0.44%
Bennelong Concentrated Australian Equities Fund: June 2015 perf: -6.26%, Last 12 Months: 15.72%
Bennelong Australian Equities Fund: June 2015 perf: -5.43%, Last 12 Months: 6.06%
Bennelong ex-20 Australian Equities Fund: June 2015 perf: -7.66%, Last 12 Months: 7.29%
Ausbil Australian Active Equity Fund: June 2015 perf: -5.39%, Last 12 Months: 4.17%
Perpetual Wholesale Industrial Fund: June 2015 perf: -4.90%, Last 12 Months: 7.42%
Ironbark Karara Australian Small Companies Fund: June 2015 perf: -7.76%, Last 12 Months: 5.28%
Magellan Global Fund: June 2015 perf: -2.75%, Last 12 Months: 29.44%
MCG K2 Advisors Endowment Strategy Fund: June 2015 perf: -1.18%, Last 12 Months: 2.73%
Perpetual Pure Equity Alpha Fund: June 2015 perf: 1.30%, Last 12 Months: 8.80%
Pimco EQT Wholesale Global Bond Fund: June 2015 perf: -1.24%, Last 12 Months: 5.90%
Samuel Terry Absolute Return Fund: June 2015 perf: 4.29%, Last 12 Months: 32.51%
KIS Asia Long Short Cayman Fund ($US): June 2015 perf: -1.64%, Last 12 Months: 3.63%
Whitehaven SPC Correlation Fund : June 2015 perf: 0.83%, Last 12 Months: 9.79%
Insync Global Titans Fund: June 2015 perf: -2.20%, Last 12 Months: 18.97%
Altius Bond Fund: June 2015 perf: -0.43%, Last 12 Months: 2.92%
Forager Australian Shares Fund: June 2015 perf: -2.34%, Last 12 Months: 12.31%
Legg Mason Martin Currie Real Income Fund (Class A): June 2015 perf: -4.20%, Last 12 Months: 19.36%
Armytage Australian Equity Income Fund: June 2015 perf: -4.14%, Last 12 Months: 3.91%
Armytage Strategic Opportunities - Retail Class: June 2015 perf: -4.31%, Last 12 Months: 6.43%
Investors Mutual Equity Income : June 2015 perf: -2.80%, Last 12 Months: 10.87%
Northward Equity Income: June 2015 perf: -2.23%, Last 12 Months: -0.04%
36ONE Offshore Portfolio: June 2015 perf: -0.39%, Last 12 Months: 7.02%
36ONE Fund: June 2015 perf: 0.20%, Last 12 Months: 12.25%
36ONE Hedge Fund: June 2015 perf: 0.22%, Last 12 Months: 15.73%
Visium Global Fund: June 2015 perf: -0.09%, Last 12 Months: 6.19%
The 36 South Cullinan Fund (USD): June 2015 perf: -5.73%, Last 12 Months: -25.18%
Visium Institutional Partners Fund: June 2015 perf: 0.69%, Last 12 Months: 11.86%
Auscap Long Short Australian Equities Fund: June 2015 perf: -7.55%, Last 12 Months: 16.80%
GAM Absolute Return Bond Fund (AU): June 2015 perf: 0.47%, Last 12 Months: -0.55%
Pengana Absolute Return Asia Pacific Fund: June 2015 perf: -2.39%, Last 12 Months: 9.00%
Kentgrove Capital Fund: June 2015 perf: 4.10%, Last 12 Months: 30.66%
MCG K2 Absolute Return Strategies Fund Class A: June 2015 perf: -0.89%, Last 12 Months: 0.97%
SGH ICE: June 2015 perf: -3.71%, Last 12 Months: 20.43%
SGH Wholesale Property Income Fund : June 2015 perf: -3.22%, Last 12 Months: 17.34%
Blackrock Global Allocation Fund (Class D): June 2015 perf: -2.23%, Last 12 Months: 9.22%
Optimal Japan Trust AUD: June 2015 perf: -2.69%, Last 12 Months: 11.28%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: June 2015 perf: -4.52%, Last 12 Months: 4.58%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: June 2015 perf: -4.20%, Last 12 Months: 16.58%
Avenir Value Fund: June 2015 perf: -4.40%, Last 12 Months: 0.37%
Schroders Global Value Fund: June 2015 perf: -2.92%, Last 12 Months: 25.36%
Watermark Market Neutral Fund Ltd (LIC): June 2015 perf: 3.30%, Last 12 Months: -2.25%
Trafalgar Copley Fund: June 2015 perf: 7.91%, Last 12 Months: 15.13%
Ophir Opportunities Fund: June 2015 perf: -4.90%, Last 12 Months: 27.85%
Fermat ILS Yield Fund: June 2015 perf: 0.08%, Last 12 Months: 6.16%
The Paragon Fund: June 2015 perf: -3.80%, Last 12 Months: 13.88%
Laminar Credit Opportunities Fund: June 2015 perf: 0.64%, Last 12 Months: 7.92%
Aberdeen Actively Hedged International Equities Fund: June 2015 perf: -3.54%, Last 12 Months: 12.01%
Aberdeen Australian Equities Fund: June 2015 perf: -5.78%, Last 12 Months: 8.50%
Aberdeen Australian Small Companies Fund: June 2015 perf: -7.60%, Last 12 Months: 13.00%
Aberdeen Financials Fund: June 2015 perf: -3.58%, Last 12 Months: 6.83%
Aberdeen International Equity Fund : June 2015 perf: -3.49%, Last 12 Months: 11.82%
Aberdeen Fully Hedged International Equities Fund: June 2015 perf: -3.85%, Last 12 Months: -1.40%
Alphinity Wh Australian Share Fund: June 2015 perf: -5.50%, Last 12 Months: 4.35%
Cor Capital Fund: June 2015 perf: -2.29%, Last 12 Months: 4.77%
Celeste Australian Small Companies Fund: June 2015 perf: -4.40%, Last 12 Months: -6.17%
The Montgomery Fund: June 2015 perf: -4.34%, Last 12 Months: 13.75%
Forager International Shares Fund: June 2015 perf: -2.17%, Last 12 Months: 14.04%
Terra Natural Resources Fund : June 2015 perf: 6.30%, Last 12 Months: 7.85%
Ausbil MicroCap Fund: June 2015 perf: 3.99%, Last 12 Months: 31.33%
Legg Mason Western Asset Global Multi Strategy Bond Trust: June 2015 perf: -1.78%, Last 12 Months: 4.01%
UBS Dynamic Alpha Strategy: June 2015 perf: -1.57%, Last 12 Months: 7.42%
Standard Life Investments Global Absolute Return Strategies Trust: June 2015 perf: -1.09%, Last 12 Months: 16.01%
Quay Global Real Estate Fund: June 2015 perf: -3.70%, Last 12 Months: 26.69%
QATO Capital Market Neutral Long/Short Fund: June 2015 perf: 1.89%, Last 12 Months: 0.00%
Millinium Australian Equities Mandate: June 2015 perf: -4.74%, Last 12 Months: 9.74%
Millinium Investment Cash Mandate: June 2015 perf: 0.33%, Last 12 Months: 4.48%
Standard Life Absolute Return Global Bond Strategy: June 2015 perf: 1.65%, Last 12 Months: 3.97%
AE Capital Systematic FX Fund: June 2015 perf: -0.38%, Last 12 Months: 23.27%
Cyan C3G Fund: June 2015 perf: 0.33%, Last 12 Months: 0.00%
Odey International Fund: June 2015 perf: 0.30%, Last 12 Months: 0.00%
Spire Copper Rock Capital Global Small Cap Equities : June 2015 perf: -1.75%, Last 12 Months: 26.47%
Future Generation Investment Fund: June 2015 perf: -2.85%, Last 12 Months: 0.00%
Millinium Fixed Income Fund: June 2015 perf: -0.16%, Last 12 Months: 8.57%
Legg Mason Martin Currie Equity Income Trust (Class A): June 2015 perf: -6.40%, Last 12 Months: 10.36%
Legg Mason Multi Asset Retirement Income Trust: June 2015 perf: -4.51%, Last 12 Months: 12.19%
Meme Australian Share Fund: June 2015 perf: -5.97%, Last 12 Months: 18.45%
Eastspring Investments - Asian Dynamic Fund: June 2015 perf: -5.79%, Last 12 Months: -0.47%
Paradice Global Small Mid Cap Fund: June 2015 perf: 0.80%, Last 12 Months: 28.23%
Tribeca Global Total Return Fund: June 2015 perf: 0.06%, Last 12 Months: 6.92%
Ellerston Global Investments Limited (LIC): June 2015 perf: -1.45%, Last 12 Months: 0.00%
Manikay Global Opportunistic (Offshore) Fund : June 2015 perf: 0.40%, Last 12 Months: 3.61%
VGI Partners Master Fund: June 2015 perf: 1.50%, Last 12 Months: 37.94%
VGI Partners Offshore Fund: June 2015 perf: 0.50%, Last 12 Months: 18.57%
NB Systematic Global Equity: June 2015 perf: 2.73%, Last 12 Months: 31.54%
APN AREIT Fund: June 2015 perf: -2.93%, Last 12 Months: 18.88%
APN Asian REIT Fund: June 2015 perf: -2.19%, Last 12 Months: 26.65%
Allard Investment Fund: June 2015 perf: -3.10%, Last 12 Months: 21.95%

Prism Select

We are pleased to announce the launch of Prism Select  - a new service that provides self-directed investors and advisors with factual information and performance data on a group of managed funds selected from the AFM database.

Prism Select also gives investors the option of applying for funds online using OLIVIA.

OLIVIA123

Managed funds listed on the Prism Select portal have access to OLIVIA, which stands for "On-line Investor Verification & Interactive Applications".

OLIVIA guides investors through the application process, allowing them to complete applications faster and reducing the potential for errors.

Fund Selector»

Funds Found

close

Enter the name of the Fund Manager or Fund Name above.

Results will appear automatically, select "View Table" to see the results.

Register

REGISTER for FREE access to AFM's general industry information, performance data and to preview a comprehensive range of information provided on Absolute Return, Hedge Funds and Alternative Investments in Australia.

Premium content is available to paid SUBSCRIBERS.

 

AFM INDEX»

Fund TypeMayJuneYTD12 Month% Reported
All
1.26%
-1.79%
4.90%
9.89%
87.00%
Equity Based Funds
1.55%
-1.94%
6.10%
11.34%
87.00%
Non Equity Based Funds
0.66%
-1.51%
2.50%
7.02%
90.00%
Fund of Funds
0.89%
-1.24%
2.13%
5.52%
75.00%
Single Funds
1.31%
-1.84%
5.30%
10.53%
88.00%
ASX200 Acc
0.40%
-5.30%
3.10%
5.68%
-

Latest News»

»
«
31 Jul 2015 - Insync Global Titans Fund
Australian Fund Monitors
In June, the Insync Global Titans Fund outperformed its benchmark MSCI All Country World ex-Australia Net Total Return Index ($A) by 0.50%.
30 Jul 2015 - Fund Review: Totus Alpha Fund June...
Australian Fund Monitors
June Fund Review with key statistics for Totus Alpha Fund now available.
29 Jul 2015 - Aurora Fortitude Absolute Return Fund
Australian Fund Monitors
In a volatile month, the Aurora Fortitude Absolute Return Fund returned 0.17%, outperforming the ASX200 Accumulation Index by 5.47%.
29 Jul 2015 - Fund Review Pengana Absolute Return...
Australian Fund Monitors
Latest Fund Review now available on Pengana Absolute Return Asia Pacific Fund, which has over 6 years of track record and annualised return of 10.90% p.a.
28 Jul 2015 - Cor Capital Fund
Australian Fund Monitors
During June the Cor Capital Fund returned -2.29% bringing the 12-month return to 4.77%, outperforming the RBA Cash Rate Index by 2.42%.
28 Jul 2015 - Avenir Value Fund
Australian Fund Monitors
Avenir Value Fund outperformed the ASX200 Accumulation Index (-5.30%) in June by 0.90%.
View All News »

Featured Fund