Fund Monitors Pty Ltd

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© Copyright 2014
Printed: 23 October 2014 12:45 AM
Allard Investment Fund: September 2014 perf: 3.20%, Last 12 Months: 12.96%
Cadence Capital Limited: September 2014 perf: -2.73%, Last 12 Months: 10.65%
Aurora Fortitude Absolute Return Fund: September 2014 perf: -0.07%, Last 12 Months: 2.94%
Bennelong Kardinia Absolute Return Fund: September 2014 perf: -0.31%, Last 12 Months: 5.29%
K2 Asian Absolute Return Fund: September 2014 perf: 2.80%, Last 12 Months: 11.47%
K2 Select International Absolute Return Fund: September 2014 perf: 3.92%, Last 12 Months: 9.42%
Kaiser Trading Fund: September 2014 perf: 3.01%, Last 12 Months: 1.49%
NAOS Long Short Equities Fund: September 2014 perf: 2.11%, Last 12 Months: 29.79%
NAOS Emerging Companies Long Short Equities Fund: September 2014 perf: -5.00%, Last 12 Months: 3.93%
OC Dynamic Equity Fund: September 2014 perf: -1.20%, Last 12 Months: 8.97%
OC Premium Small Company Fund: September 2014 perf: -2.80%, Last 12 Months: 6.13%
Platinum Asia Fund: September 2014 perf: 2.70%, Last 12 Months: 21.98%
Platinum Japan Fund - AUD: September 2014 perf: 5.30%, Last 12 Months: 15.51%
Access SRA Fund - SRA 4 Portfolio: September 2014 perf: 1.08%, Last 12 Months: 5.01%
PM CAPITAL Absolute Performance Fund AUD: September 2014 perf: 7.60%, Last 12 Months: 18.18%
PM CAPITAL Australian Opportunities Fund AUD: September 2014 perf: -1.70%, Last 12 Months: 3.49%
PM CAPITAL Enhanced Yield Fund: September 2014 perf: 0.20%, Last 12 Months: 4.70%
Antares High Growth Shares Fund: September 2014 perf: -4.50%, Last 12 Months: 5.58%
Premier Global Select Fund: September 2014 perf: -1.67%, Last 12 Months: 4.76%
Regal Atlantic Absolute Return Fund: September 2014 perf: -0.01%, Last 12 Months: 73.56%
WAM Capital Ltd: September 2014 perf: -0.90%, Last 12 Months: 10.30%
WaveStone Capital Absolute Return Fund: September 2014 perf: -1.89%, Last 12 Months: 6.84%
Agora Absolute Return Fund II: September 2014 perf: -4.23%, Last 12 Months: 6.76%
Platinum International Fund: September 2014 perf: 3.00%, Last 12 Months: 14.62%
Platinum Unhedged Fund: September 2014 perf: 1.70%, Last 12 Months: 16.15%
Platinum European Fund: September 2014 perf: 3.00%, Last 12 Months: 6.27%
Platinum International Brands Fund: September 2014 perf: 1.30%, Last 12 Months: 5.37%
Platinum International Health Care Fund: September 2014 perf: 6.10%, Last 12 Months: 16.27%
Platinum International Technology Fund: September 2014 perf: 3.40%, Last 12 Months: 17.45%
Macquarie Alpha Opportunities Fund: September 2014 perf: -4.19%, Last 12 Months: 9.93%
Regal Tasman Market Neutral Fund: September 2014 perf: 2.20%, Last 12 Months: 32.80%
CSAG Long Only Program: September 2014 perf: -2.78%, Last 12 Months: -5.84%
AUI Wingate Global Equity Fund (wh units): September 2014 perf: 3.33%, Last 12 Months: 16.03%
Aurora Dividend Income Trust: September 2014 perf: -3.60%, Last 12 Months: 0.61%
Select Defensive Portfolios: September 2014 perf: -0.55%, Last 12 Months: 3.24%
Select Growth: September 2014 perf: -0.93%, Last 12 Months: 2.73%
Baker Steel Gold: September 2014 perf: -13.21%, Last 12 Months: -20.83%
Bennelong Long Short Equity Fund: September 2014 perf: -3.59%, Last 12 Months: -5.45%
Pengana Australian Equities Fund: September 2014 perf: -2.40%, Last 12 Months: 4.16%
Pengana Global Resources Fund: September 2014 perf: -3.60%, Last 12 Months: 12.92%
Pengana Emerging Companies Fund: September 2014 perf: -3.10%, Last 12 Months: 12.32%
WAM Active Ltd: September 2014 perf: -2.90%, Last 12 Months: 7.08%
WAM Research Ltd: September 2014 perf: 0.90%, Last 12 Months: 14.05%
Kaiser Trading Fund 2x: September 2014 perf: 5.96%, Last 12 Months: 3.78%
Denning Pryce Equity Income Fund: September 2014 perf: -3.94%, Last 12 Months: 1.24%
LHP Global Long/Short Fund (Retail): September 2014 perf: 0.05%, Last 12 Months: 8.87%
LHP Diversified Investments Fund (Wholesale): September 2014 perf: 0.45%, Last 12 Months: 14.15%
LHP Diversified Investments Fund (Retail): September 2014 perf: 0.45%, Last 12 Months: 13.83%
LHP Global Long/Short Fund (Wholesale): September 2014 perf: 0.07%, Last 12 Months: 9.23%
Apostle Global Small-Mid Cap Fund: September 2014 perf: 2.40%, Last 12 Months: 15.40%
Macquarie Winton Global Alpha Fund: September 2014 perf: 0.71%, Last 12 Months: 13.10%
Kapstream Absolute Return Income Fund: September 2014 perf: 0.27%, Last 12 Months: 4.82%
Optimal Japan Absolute Long Fund: September 2014 perf: 2.91%, Last 12 Months: 1.14%
Allard Growth Fund (USD): September 2014 perf: -2.60%, Last 12 Months: 5.92%
OC Concentrated Equity Fund: September 2014 perf: -4.90%, Last 12 Months: 26.15%
GMO Systematic Global Macro Trust - Class A: September 2014 perf: -0.37%, Last 12 Months: 3.81%
Ironbark Global Diversified Alternatives Fund: September 2014 perf: 0.16%, Last 12 Months: 6.41%
Kohinoor Series Three Fund USD: September 2014 perf: -0.66%, Last 12 Months: -5.01%
Macquarie Asian Alpha Fund (Australian Fund): September 2014 perf: 2.71%, Last 12 Months: 15.53%
SGH Absolute Return Trust (Wholesale): September 2014 perf: -4.86%, Last 12 Months: -0.06%
Access SRA Fund - SRA 9 Portfolio: September 2014 perf: 0.41%, Last 12 Months: 9.45%
Access SRA Fund - SRA 16 Portfolio: September 2014 perf: 1.24%, Last 12 Months: 9.62%
Optimal Australia Absolute Trust: September 2014 perf: 0.64%, Last 12 Months: 6.51%
QIC Global Fixed Interest Alpha Fund: September 2014 perf: 1.37%, Last 12 Months: 5.28%
The 36 South Cullinan Fund (EUR): September 2014 perf: -11.48%, Last 12 Months: -17.37%
TGM Global Macro AUD: September 2014 perf: 2.24%, Last 12 Months: 3.33%
Pengana Asia Special Events (Offshore) Fund: September 2014 perf: 0.00%, Last 12 Months: 3.83%
Regal Australian Long Short Equity Fund: September 2014 perf: -4.82%, Last 12 Months: 19.39%
Australian Leaders Fund: September 2014 perf: 1.30%, Last 12 Months: 5.16%
DDH Global Fixed Interest Alpha Fund: September 2014 perf: 1.57%, Last 12 Months: 2.46%
Smallco Investment Fund: September 2014 perf: -1.50%, Last 12 Months: 12.36%
WaveStone Dynamic Australian Equity Fund : September 2014 perf: -2.84%, Last 12 Months: 5.99%
Sandon Capital Activist Fund: September 2014 perf: 2.80%, Last 12 Months: 23.07%
90 West Global Basic Materials Fund: September 2014 perf: -7.14%, Last 12 Months: 13.70%
Supervised High Yield Fund: September 2014 perf: 0.31%, Last 12 Months: 6.60%
Merricks Capital Soft Commodity Fund: September 2014 perf: 2.90%, Last 12 Months: 12.99%
AWJ Global Sustainable Offshore Fund: September 2014 perf: -4.74%, Last 12 Months: 10.73%
Wilson HTM Priority Growth Fund: September 2014 perf: -2.57%, Last 12 Months: -9.80%
KIS Asia Long Short Fund : September 2014 perf: -0.08%, Last 12 Months: 8.21%
Arnhem Long Short Australian Equity Fund: September 2014 perf: -4.37%, Last 12 Months: 5.18%
PM Capital Emerging Asia Fund: September 2014 perf: 3.10%, Last 12 Months: 12.08%
Merricks Capital Long Short Equity Strategy: September 2014 perf: 2.54%, Last 12 Months: 6.97%
Wilson HTM Priority Core Fund: September 2014 perf: -5.74%, Last 12 Months: 1.62%
Microequities Deep Value Microcap Fund: September 2014 perf: -2.59%, Last 12 Months: 16.31%
Aubrey Global Conviction Fund: September 2014 perf: 3.60%, Last 12 Months: 8.15%
Threadneedle Global Equity Fund - hedged: September 2014 perf: 1.50%, Last 12 Months: 15.21%
Arnhem Australian Equity Fund: September 2014 perf: -5.19%, Last 12 Months: 2.84%
Arnhem Concentrated Australian Equity Fund: September 2014 perf: -5.70%, Last 12 Months: 4.46%
GaveKal Asian Opportunities Fund: September 2014 perf: 4.27%, Last 12 Months: 11.89%
MGH Investment Fund Limited: September 2014 perf: -2.20%, Last 12 Months: 6.35%
Alpha Beta Asian Fund: September 2014 perf: -0.70%, Last 12 Months: 7.07%
Tribeca Alpha Plus Fund - Class A: September 2014 perf: -0.57%, Last 12 Months: 8.87%
Pengana Australian Equities Market Neutral Fund: September 2014 perf: -1.70%, Last 12 Months: -6.79%
Totus Alpha Fund: September 2014 perf: 1.02%, Last 12 Months: 30.88%
Candriam Alpha Dynamic Fund: September 2014 perf: -0.30%, Last 12 Months: 7.66%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: September 2014 perf: -2.90%, Last 12 Months: 13.14%
Ausbil Active Extension Fund - Wholesale: September 2014 perf: -5.16%, Last 12 Months: 5.60%
Monash Absolute Investment Fund: September 2014 perf: -4.31%, Last 12 Months: 8.26%
Merlon Wholesale Australian Share Income Fund: September 2014 perf: -2.52%, Last 12 Months: 3.79%
Bentham Wholesale Global Income Fund: September 2014 perf: 0.99%, Last 12 Months: 8.99%
Bentham Wholesale High Yield Fund: September 2014 perf: -1.05%, Last 12 Months: 8.93%
Bentham Wholesale Syndicated Loan Fund: September 2014 perf: -0.17%, Last 12 Months: 7.20%
NovaPort Smaller Companies: September 2014 perf: -4.28%, Last 12 Months: 10.45%
Ardea Wholesale Australian Inflation Linked Bond Fund: September 2014 perf: -1.30%, Last 12 Months: 10.45%
Nanuk Global Alpha Fund: September 2014 perf: -1.69%, Last 12 Months: 8.86%
Morphic Global Opportunities Fund: September 2014 perf: 3.20%, Last 12 Months: 17.93%
Zurich Global Equity Income Fund: September 2014 perf: -0.58%, Last 12 Months: 7.36%
Ausbil Active Extension Fund - Retail: September 2014 perf: -5.19%, Last 12 Months: 5.75%
Bennelong Avoca Emerging Leaders Fund: September 2014 perf: -5.39%, Last 12 Months: -4.93%
Bennelong Concentrated Australian Equities Fund: September 2014 perf: -4.00%, Last 12 Months: 2.34%
Bennelong Australian Equities Fund: September 2014 perf: -4.87%, Last 12 Months: -0.04%
Bennelong ex-20 Australian Equities Fund: September 2014 perf: -4.47%, Last 12 Months: -0.53%
Ausbil Australian Active Equity Fund: September 2014 perf: -4.58%, Last 12 Months: 7.04%
Perpetual Wholesale Industrial Fund: September 2014 perf: -4.59%, Last 12 Months: 8.01%
Ironbark Karara Australian Small Companies Fund: September 2014 perf: -3.04%, Last 12 Months: 7.31%
Magellan Global Fund: September 2014 perf: 5.40%, Last 12 Months: 16.75%
Smallco Broadcap Fund: September 2014 perf: -2.73%, Last 12 Months: 14.85%
MCG Multi-Asset Endowment Fund: September 2014 perf: -0.80%, Last 12 Months: 6.73%
Perpetual Pure Equity Alpha Fund: September 2014 perf: 1.31%, Last 12 Months: 10.48%
Pimco EQT Wholesale Global Bond Fund: September 2014 perf: -0.39%, Last 12 Months: 8.98%
Samuel Terry Absolute Return Fund: September 2014 perf: 5.78%, Last 12 Months: 26.11%
KIS Asia Long Short Cayman Fund ($US): September 2014 perf: -0.45%, Last 12 Months: 4.83%
Whitehaven SPC Correlation Fund : September 2014 perf: -0.70%, Last 12 Months: 6.96%
Insync Global Titans Fund: September 2014 perf: 3.81%, Last 12 Months: 13.86%
Altius Bond Fund: September 2014 perf: 0.18%, Last 12 Months: 5.13%
Forager Australian Shares Fund: September 2014 perf: -1.16%, Last 12 Months: 8.81%
Legg Mason Australian Real Income Fund: September 2014 perf: -1.57%, Last 12 Months: 17.42%
Armytage Australian Equity Income Fund: September 2014 perf: -6.22%, Last 12 Months: 5.08%
Armytage Strategic Opportunities - Retail Class: September 2014 perf: -5.89%, Last 12 Months: 8.33%
Investors Mutual Equity Income : September 2014 perf: -2.50%, Last 12 Months: 11.30%
Northward Equity Income: September 2014 perf: -2.49%, Last 12 Months: 4.48%
36ONE Offshore Portfolio: September 2014 perf: -0.77%, Last 12 Months: 7.23%
36ONE Fund: September 2014 perf: 0.37%, Last 12 Months: 12.45%
36ONE Hedge Fund: September 2014 perf: 0.38%, Last 12 Months: 15.54%
Visium Global Fund: September 2014 perf: 0.22%, Last 12 Months: 5.24%
The 36 South Cullinan Fund (USD): September 2014 perf: -11.10%, Last 12 Months: -16.60%
Visium Institutional Partners Fund: September 2014 perf: 1.39%, Last 12 Months: 4.57%
Auscap Long Short Australian Equities Fund: September 2014 perf: -2.09%, Last 12 Months: 34.01%
GAM Absolute Return Bond Fund (AU): September 2014 perf: -0.29%, Last 12 Months: 2.28%
Pengana Absolute Return Asia Pacific Fund: September 2014 perf: 0.62%, Last 12 Months: 7.29%
Kentgrove Capital Fund: September 2014 perf: -2.40%, Last 12 Months: 1.28%
SGH ICE: September 2014 perf: -1.47%, Last 12 Months: 12.91%
SGH Wholesale Property Income Fund : September 2014 perf: -5.13%, Last 12 Months: 14.47%
Blackrock Global Allocation Fund (Class D): September 2014 perf: -0.09%, Last 12 Months: 12.11%
Optimal Japan Trust AUD: September 2014 perf: 1.90%, Last 12 Months: -1.77%
EQT Spectrum Credit Opportunities Fund: September 2014 perf: -0.06%, Last 12 Months: 7.59%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: September 2014 perf: -0.48%, Last 12 Months: 16.83%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: September 2014 perf: 4.19%, Last 12 Months: 19.57%
Avenir Value Fund: September 2014 perf: 0.20%, Last 12 Months: 24.30%
Watermark Market Neutral Fund Ltd (LIC): September 2014 perf: 2.81%, Last 12 Months: 4.18%
Trafalgar Copley Fund: September 2014 perf: -0.48%, Last 12 Months: 2.01%
The Paragon Fund: September 2014 perf: 0.30%, Last 12 Months: 33.18%
Laminar Credit Opportunities Fund: September 2014 perf: 0.84%, Last 12 Months: 9.54%
Aberdeen Actively Hedged International Equities Fund: September 2014 perf: 2.07%, Last 12 Months: 15.95%
Aberdeen Australian Equities Fund: September 2014 perf: -3.77%, Last 12 Months: 4.08%
Australian Small Companies Fund: September 2014 perf: -4.35%, Last 12 Months: 10.91%
Aberdeen China Opportunities Fund: September 2014 perf: 0.81%, Last 12 Months: 5.60%
Aberdeen Financials Fund: September 2014 perf: -6.45%, Last 12 Months: 4.43%
Aberdeen International Equity Fund : September 2014 perf: 2.17%, Last 12 Months: 16.00%
Aberdeen Fully Hedged International Equities Fund: September 2014 perf: -2.55%, Last 12 Months: 13.37%
Alphinity Wh Australian Share Fund: September 2014 perf: -5.16%, Last 12 Months: 0.57%
The Montgomery Fund: September 2014 perf: -2.32%, Last 12 Months: 6.15%
Bennelong Alpha 200 Fund: September 2014 perf: 0.56%, Last 12 Months: 0.00%
Forager International Shares Fund: September 2014 perf: 1.53%, Last 12 Months: 15.21%
Terra Natural Resources Fund : September 2014 perf: -4.70%, Last 12 Months: -3.82%
Ausbil MicroCap Fund: September 2014 perf: -2.68%, Last 12 Months: 21.67%
UBS Dynamic Alpha Strategy: September 2014 perf: 0.49%, Last 12 Months: 9.82%
Allard Investment Fund: September 2014 perf: 3.20%, Last 12 Months: 12.96%

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»

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AFM INDEX»

Fund TypeAugustSeptemberYTD12 Month% Reported
All
0.73%
-0.18%
4.22%
8.88%
77.00%
Equity Based Funds
0.74%
-0.31%
4.96%
10.80%
80.00%
Non Equity Based Funds
0.72%
0.12%
2.90%
5.57%
73.00%
Fund of Funds
0.60%
0.07%
2.65%
5.67%
71.00%
Single Funds
0.75%
-0.21%
4.50%
9.44%
78.00%
ASX200 Acc
0.62%
-5.38%
2.42%
5.93%
-

Latest News»

»
«
23 Oct 2014 - Fund Review: Morphic Global...
Australian Fund Monitors
The September Fund Review shows performance at 3.20% for the Morphic Global Opportunities Fund well ahead of the domestic equity Index (down 5.38%) and a 12 month Sharpe ratio of 1.73. CPD...
23 Oct 2014 - Nanuk Global Alpha Fund
Australian Fund Monitors
Nanuk Global Alpha Fund returned -1.69% in September, a difficult month in which global equities fell 2.9%, with the Fund's twelve month return 8.86%.
22 Oct 2014 - Fund Review: Monash Absolute...
Australian Fund Monitors
Monash Absolute Investment Fund declined 4.30% in September and returned 8.26% for the previous 12 months. The Fund's investment strategy is best described as long biased, equity...
22 Oct 2014 - Totus Alpha Fund
Australian Fund Monitors
Totus Alpha Fund returned 1.02% in September a month in which domestic equities fell 5.38%, bringing the annual performance to 30.85%.
21 Oct 2014 - Fund Review: Bennelong Kardinia...
Australian Fund Monitors
The Bennelong Kardinia Absolute Return Fund rose 0.56% in August. Net equity market exposure (including derivatives) averaged around 55% during the month, but was reduced to 36% at...
21 Oct 2014 - Auscap Long Short Australian Equities...
Australian Fund Monitors
Auscap Long Short Australian Equities Fund delivered -2.09% in weak month for equities (ASX 200 Acc -5.38%) and 34.01% for the year with volatility of 7.61%.
View All News »

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