Fund Monitors Pty Ltd

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© Copyright 2017
Printed: 17 January 2017 10:02 PM
Allard Investment Fund: December 2016 perf: 0.57%, Last 12 Months: 9.25%
Cadence Capital Limited: December 2016 perf: 2.40%, Last 12 Months: -5.98%
Bennelong Kardinia Absolute Return Fund: December 2016 perf: 1.45%, Last 12 Months: -2.44%
K2 Asian Absolute Return Fund: December 2016 perf: 0.17%, Last 12 Months: 0.52%
K2 Australian Absolute Return Fund: December 2016 perf: 2.94%, Last 12 Months: 10.65%
K2 Select International Absolute Return Fund: December 2016 perf: 2.98%, Last 12 Months: 2.18%
Platinum Asia Fund: December 2016 perf: -0.64%, Last 12 Months: 0.29%
Platinum Japan Fund - AUD: December 2016 perf: 3.60%, Last 12 Months: 11.48%
Blue Sky SRA Alliance Fund - Absolute Return Units: December 2016 perf: -1.11%, Last 12 Months: -4.22%
PM CAPITAL Global Companies Fund: December 2016 perf: 4.60%, Last 12 Months: 3.13%
PM CAPITAL Australian Companies Fund: December 2016 perf: 3.30%, Last 12 Months: 11.23%
PM CAPITAL Enhanced Yield Fund: December 2016 perf: 0.60%, Last 12 Months: 4.78%
Premier Global Select Fund: December 2016 perf: 3.55%, Last 12 Months: 5.12%
Regal Atlantic Absolute Return Fund: December 2016 perf: -2.90%, Last 12 Months: -44.56%
WAM Capital Ltd: December 2016 perf: 0.70%, Last 12 Months: 14.67%
WaveStone Capital Absolute Return Fund: December 2016 perf: 0.75%, Last 12 Months: 0.65%
Elstree Enhanced Income Fund: December 2016 perf: 2.39%, Last 12 Months: 9.52%
Platinum International Fund: December 2016 perf: 2.91%, Last 12 Months: 4.62%
Platinum Unhedged Fund: December 2016 perf: 2.77%, Last 12 Months: 6.23%
Platinum European Fund: December 2016 perf: 7.60%, Last 12 Months: 5.78%
Platinum International Brands Fund: December 2016 perf: 2.03%, Last 12 Months: 9.37%
Platinum International Health Care Fund: December 2016 perf: 3.04%, Last 12 Months: -0.45%
Platinum International Technology Fund: December 2016 perf: 3.76%, Last 12 Months: 6.82%
Macquarie Australia Plus Fund: December 2016 perf: 4.11%, Last 12 Months: 23.39%
Regal Tasman Market Neutral Fund: December 2016 perf: -2.62%, Last 12 Months: -27.32%
Pengana Australian Equities Fund: December 2016 perf: 3.36%, Last 12 Months: 10.61%
Pengana Emerging Companies Fund: December 2016 perf: 2.00%, Last 12 Months: 7.21%
WAM Active Ltd: December 2016 perf: 0.60%, Last 12 Months: 10.68%
WAM Research Ltd: December 2016 perf: 0.80%, Last 12 Months: 17.44%
Kaiser Trading Fund 2x - Class B: December 2016 perf: 5.90%, Last 12 Months: 6.23%
Denning Pryce Equity Income Fund: December 2016 perf: 3.15%, Last 12 Months: 8.43%
Prime Value Growth Fund: December 2016 perf: 3.85%, Last 12 Months: 0.83%
Prime Value Imputation Fund: December 2016 perf: 3.49%, Last 12 Months: 6.40%
Macquarie Winton Global Alpha Fund: December 2016 perf: 1.16%, Last 12 Months: -0.97%
Kapstream Wholesale Absolute Return Income Fund: December 2016 perf: 0.07%, Last 12 Months: 3.02%
Optimal Japan Absolute Long Fund (USD): December 2016 perf: 2.36%, Last 12 Months: -2.07%
Allard Growth Fund (USD): December 2016 perf: -1.23%, Last 12 Months: 9.61%
GMO Systematic Global Macro Trust - Class A: December 2016 perf: -0.18%, Last 12 Months: 7.58%
Ironbark Global Diversified Alternatives Fund: December 2016 perf: 0.54%, Last 12 Months: 1.15%
QAM Global Equities Fund - Class A: December 2016 perf: -2.56%, Last 12 Months: -16.45%
Kohinoor Series Three Fund USD: December 2016 perf: 0.71%, Last 12 Months: -6.32%
Macquarie Asian Alpha Fund (AU$): December 2016 perf: -1.06%, Last 12 Months: -8.02%
Blue Sky SRA Alliance Fund - Real Return Units: December 2016 perf: 0.21%, Last 12 Months: -2.44%
Blue Sky Alliance Fund - Dynamic Macro Units: December 2016 perf: -1.65%, Last 12 Months: -3.06%
Optimal Australia Absolute Trust: December 2016 perf: 0.29%, Last 12 Months: 4.75%
QIC Global Fixed Interest Alpha Fund: December 2016 perf: 0.07%, Last 12 Months: 1.01%
The 36 South Cullinan Fund (EUR): December 2016 perf: 20.35%, Last 12 Months: -15.32%
TGM Global Macro AUD: December 2016 perf: 0.12%, Last 12 Months: 2.80%
Pengana Asia Special Events (Offshore) Fund: December 2016 perf: 0.30%, Last 12 Months: -2.77%
Regal Australian Long Short Equity Fund: December 2016 perf: 2.01%, Last 12 Months: -5.86%
Australian Leaders Fund: December 2016 perf: -0.25%, Last 12 Months: 3.64%
DDH Global Fixed Interest Alpha Fund: December 2016 perf: 0.06%, Last 12 Months: 1.05%
WaveStone Wholesale Dynamic Australian Equity Fund : December 2016 perf: 0.97%, Last 12 Months: 0.80%
Sandon Capital Activist Fund: December 2016 perf: 0.10%, Last 12 Months: 13.09%
Supervised Global Income Fund: December 2016 perf: 0.97%, Last 12 Months: 6.39%
Ellerston Australian Market Neutral Fund: December 2016 perf: 0.02%, Last 12 Months: 3.96%
Spheria Australian Smaller Companies Fund: December 2016 perf: 2.22%, Last 12 Months: 12.19%
KIS Asia Long Short Fund : December 2016 perf: -0.42%, Last 12 Months: 13.46%
Arnhem Long Short Australian Equity Fund: December 2016 perf: 4.95%, Last 12 Months: -0.03%
PM CAPITAL Asian Companies Fund: December 2016 perf: -1.40%, Last 12 Months: 0.52%
NWQ Fiduciary Fund: December 2016 perf: -0.86%, Last 12 Months: -7.04%
Spheria Australian Midcap Fund: December 2016 perf: 1.71%, Last 12 Months: 6.17%
Peters Macgregor Global Fund: December 2016 perf: 2.25%, Last 12 Months: 7.94%
Deep Value Microcap Fund: December 2016 perf: 1.12%, Last 12 Months: 13.62%
Arnhem Australian Equity Fund: December 2016 perf: 4.20%, Last 12 Months: 2.06%
Arnhem Concentrated Australian Equity Fund: December 2016 perf: 5.55%, Last 12 Months: 3.10%
Ironbark Gavekal Asian Opportunities Fund: December 2016 perf: 1.36%, Last 12 Months: -2.29%
MGH Investment Fund Limited: December 2016 perf: 1.94%, Last 12 Months: 3.83%
Tribeca Australian Smaller Companies Fund: December 2016 perf: 4.72%, Last 12 Months: 6.05%
Tribeca Alpha Plus Fund - Class A: December 2016 perf: 3.39%, Last 12 Months: 8.94%
Katana Australian Equity Fund: December 2016 perf: 0.75%, Last 12 Months: 2.45%
Totus Alpha Fund: December 2016 perf: 2.74%, Last 12 Months: -14.25%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: December 2016 perf: 3.79%, Last 12 Months: 4.45%
Merlon Wholesale Australian Share Income Fund: December 2016 perf: 3.94%, Last 12 Months: 13.23%
NovaPort Wholesale Smaller Companies Fund: December 2016 perf: 4.02%, Last 12 Months: 12.72%
Ardea Wholesale Australian Inflation Linked Bond Fund: December 2016 perf: 0.72%, Last 12 Months: 1.13%
Nanuk Global Alpha Fund: December 2016 perf: 0.56%, Last 12 Months: -7.03%
Morphic Global Opportunities Fund: December 2016 perf: 3.85%, Last 12 Months: 6.67%
Bennelong Concentrated Australian Equities Fund: December 2016 perf: 0.83%, Last 12 Months: 6.73%
Bennelong Australian Equities Fund: December 2016 perf: 1.38%, Last 12 Months: 2.33%
Bennelong ex-20 Australian Equities Fund: December 2016 perf: 0.62%, Last 12 Months: 4.32%
Perpetual Wholesale Industrial Share Fund: December 2016 perf: 4.11%, Last 12 Months: 5.45%
Ironbark Karara Australian Small Companies Fund: December 2016 perf: -0.88%, Last 12 Months: 5.58%
Magellan Global Fund: December 2016 perf: 3.38%, Last 12 Months: 3.71%
Perpetual Pure Equity Alpha Fund: December 2016 perf: 1.75%, Last 12 Months: 3.64%
Pimco EQT Wholesale Global Bond Fund: December 2016 perf: 0.86%, Last 12 Months: 7.11%
Samuel Terry Absolute Return Fund: December 2016 perf: -1.00%, Last 12 Months: 39.86%
KIS Asia Long Short Cayman Fund ($US): December 2016 perf: -0.55%, Last 12 Months: 10.71%
Whitehaven SPC Correlation Fund : December 2016 perf: 0.29%, Last 12 Months: 3.77%
Legg Mason Martin Currie Real Income Fund (Class A): December 2016 perf: 4.97%, Last 12 Months: 14.88%
Investors Mutual Equity Income Fund: December 2016 perf: 3.50%, Last 12 Months: 8.51%
The 36 South Cullinan Fund (USD): December 2016 perf: 20.45%, Last 12 Months: -14.25%
Auscap Long Short Australian Equities Fund: December 2016 perf: 4.00%, Last 12 Months: 2.21%
Pengana Absolute Return Asia Pacific Fund: December 2016 perf: 0.37%, Last 12 Months: -2.10%
Kentgrove Capital Fund: December 2016 perf: -1.27%, Last 12 Months: 16.32%
Pengana Asia Special Events (Offshore) Fund (AUD): December 2016 perf: 0.40%, Last 12 Months: -2.08%
SGH ICE: December 2016 perf: 2.63%, Last 12 Months: -4.58%
SGH Wholesale Property Income Fund : December 2016 perf: 5.80%, Last 12 Months: 14.35%
Optimal Japan Trust AUD: December 2016 perf: 2.91%, Last 12 Months: 1.08%
Spectrum Strategic Income Fund: December 2016 perf: 0.38%, Last 12 Months: 5.58%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: December 2016 perf: 3.85%, Last 12 Months: 10.44%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: December 2016 perf: 5.45%, Last 12 Months: 7.05%
Avenir Value Fund: December 2016 perf: 2.26%, Last 12 Months: 20.42%
Watermark Market Neutral Fund Ltd (LIC): December 2016 perf: -0.16%, Last 12 Months: 3.14%
Paragon Australian Long Short Fund: December 2016 perf: 0.80%, Last 12 Months: 6.82%
Alexander Credit Opportunities Fund: December 2016 perf: 0.64%, Last 12 Months: 7.58%
Aberdeen Actively Hedged International Equities Fund: December 2016 perf: 3.65%, Last 12 Months: 8.02%
Aberdeen Australian Equities Fund: December 2016 perf: 4.34%, Last 12 Months: 10.38%
Aberdeen Australian Small Companies Fund: December 2016 perf: 3.72%, Last 12 Months: 12.02%
Aberdeen International Equity Fund : December 2016 perf: 3.69%, Last 12 Months: 7.69%
Aberdeen Fully Hedged International Equities Fund: December 2016 perf: 2.15%, Last 12 Months: 11.42%
Alphinity Wholesale Australian Share Fund: December 2016 perf: 4.00%, Last 12 Months: 8.78%
Cor Capital Fund: December 2016 perf: 1.29%, Last 12 Months: 8.25%
Celeste Australian Small Companies Fund: December 2016 perf: 5.50%, Last 12 Months: 23.04%
The Montgomery Fund: December 2016 perf: 1.27%, Last 12 Months: -2.72%
Montgomery (Private) Fund: December 2016 perf: 0.94%, Last 12 Months: -1.73%
Terra Natural Resources Fund : December 2016 perf: 1.04%, Last 12 Months: 50.14%
Quay Global Real Estate Fund: December 2016 perf: 6.20%, Last 12 Months: 3.42%
Macquarie Asia New Stars No. 1 Fund: December 2016 perf: -3.17%, Last 12 Months: -15.47%
QATO Capital Market Neutral Long/Short Fund: December 2016 perf: 0.70%, Last 12 Months: -11.27%
AE Capital Systematic FX Fund: December 2016 perf: 2.41%, Last 12 Months: 7.10%
Cyan C3G Fund: December 2016 perf: -1.00%, Last 12 Months: 14.79%
Spire Copper Rock Capital Global Smaller Companies: December 2016 perf: 4.08%, Last 12 Months: 5.20%
Perennial Value Wealth Defender Shares Trust: December 2016 perf: 4.30%, Last 12 Months: 5.42%
Legg Mason Martin Currie Equity Income Trust (Class A): December 2016 perf: 5.14%, Last 12 Months: 13.17%
Legg Mason Multi Asset Retirement Income Trust: December 2016 perf: 4.22%, Last 12 Months: 11.84%
Meme Australian Share Fund: December 2016 perf: -0.72%, Last 12 Months: 7.30%
Paradice Global Small Mid Cap Fund: December 2016 perf: 3.85%, Last 12 Months: 9.68%
Tribeca Global Total Return Fund: December 2016 perf: -2.60%, Last 12 Months: -12.24%
VGI Partners Master Fund: December 2016 perf: 3.60%, Last 12 Months: 10.23%
NB Systematic Global Equity Trust (Z Class): December 2016 perf: 4.83%, Last 12 Months: 6.68%
APN AREIT Fund: December 2016 perf: 6.80%, Last 12 Months: 13.73%
APN Asian REIT Fund: December 2016 perf: 1.01%, Last 12 Months: 8.45%
Hunter Hall Global Equities Trust: December 2016 perf: 2.14%, Last 12 Months: 7.03%
Bennelong Twenty20 Australian Equities Fund: December 2016 perf: 2.62%, Last 12 Months: 7.42%
Gleneagle Income Plus Trust: December 2016 perf: 1.43%, Last 12 Months: 3.71%
Prime Value Opportunities Fund: December 2016 perf: 2.73%, Last 12 Months: 4.48%
Montaka Global Fund: December 2016 perf: 1.57%, Last 12 Months: -7.03%
Hunter Hall Australian Value Trust: December 2016 perf: -3.52%, Last 12 Months: -0.41%
Hunter Hall High Conviction Equities Trust: December 2016 perf: -9.87%, Last 12 Months: 43.84%
Prime Value Emerging Opportunities Fund: December 2016 perf: -2.00%, Last 12 Months: 8.83%
Affluence Investment Fund: December 2016 perf: 1.08%, Last 12 Months: 10.65%
Magellan Infrastructure Fund (Unhedged): December 2016 perf: 4.52%, Last 12 Months: 3.62%
Terra New Horizons Fund: December 2016 perf: -0.57%, Last 12 Months: 27.80%
Harvest Lane Asset Management Absolute Return Fund: December 2016 perf: 0.34%, Last 12 Months: 2.03%
Magellan Global Fund (Hedged): December 2016 perf: 1.48%, Last 12 Months: 5.34%
Warburton Global Fund: December 2016 perf: 23.39%, Last 12 Months: 0.00%
L1 Capital Long Short Fund: December 2016 perf: 2.22%, Last 12 Months: 29.66%
Ophir High Conviction Fund: December 2016 perf: 2.40%, Last 12 Months: -3.45%
Eley Griffiths Group Small Companies Fund: December 2016 perf: 2.01%, Last 12 Months: 8.83%
API High Conviction Strategy: December 2016 perf: 4.88%, Last 12 Months: 6.75%
Jaipur AM Master Fund: December 2016 perf: 2.57%, Last 12 Months: 0.00%
Karara Market Neutral Fund: December 2016 perf: -0.57%, Last 12 Months: 0.00%
Kaiser Trading Fund 2x - Class A: December 2016 perf: 5.38%, Last 12 Months: 8.81%
Allard Investment Fund: December 2016 perf: 0.57%, Last 12 Months: 9.25%

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OLIVIA123

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

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

 

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AFM INDEX»

Fund TypeNovemberDecemberYTD12 Month% Reported
All
0.46%
1.56%
3.73%
3.73%
61.00%
Equity Based Funds
0.44%
1.48%
2.72%
2.72%
64.00%
Non Equity Based Funds
0.50%
1.74%
5.65%
5.65%
56.00%
Fund of Funds
1.94%
-0.27%
5.38%
5.38%
21.00%
Single Funds
0.33%
1.63%
3.48%
3.48%
64.00%
Australia/NZ Equity
-0.58%
0.88%
-1.14%
-1.14%
79.00%
ASX200 Acc
2.99%
4.38%
11.80%
11.80%
-

Latest News»

»
«
17 Jan 2017 - Fund Review: Bennelong Kardinia...
Australian Fund Monitors
Latest Fund Review is now available on Bennelong Kardinia Absolute Return Fund, which has over 10 years of positive track record.
17 Jan 2017 - Affluence Investment Fund
Australian Fund Monitors
Affluence Investment Fund increased +1.08% in December resulting in a +10.65% return for the calendar year.
16 Jan 2017 - Optimal Australia Absolute Trust
Australian Fund Monitors
The Optimal Australia Absolute Trust returned +0.29% in December 2016, to take the annualised return since inception to 8.54% p.a.
13 Jan 2017 - Bennelong Kardinia Absolute Return...
Australian Fund Monitors
Bennelong Kardinia Absolute Return Fund rose 1.45% in December to take annualised returns since inception to 11.22% p.a.
13 Jan 2017 - Paragon Australian Long Short Fund
Australian Fund Monitors
The Paragon Australian Long Short Fund returned +0.80% in December and +24.73% for the latest 24-months.
12 Jan 2017 - Cyan C3G Fund
Australian Fund Monitors
Cyan C3G Fund returned -1.00% in December, to take the annualised return since inception to 27.15% p.a.
View All News »

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