Fund Monitors Pty Ltd

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© Copyright 2014
Printed: 27 November 2014 8:09 PM
Allard Investment Fund: October 2014 perf: 0.60%, Last 12 Months: 13.30%
Cadence Capital Limited: October 2014 perf: 1.84%, Last 12 Months: 7.59%
Aurora Fortitude Absolute Return Fund: October 2014 perf: -0.29%, Last 12 Months: 2.36%
H3 Global Commodities Fund: October 2014 perf: -0.40%, Last 12 Months: -5.46%
Bennelong Kardinia Absolute Return Fund: October 2014 perf: 1.22%, Last 12 Months: 4.31%
K2 Asian Absolute Return Fund: October 2014 perf: 1.36%, Last 12 Months: 9.06%
K2 Australian Absolute Return Fund: October 2014 perf: 1.99%, Last 12 Months: 4.70%
K2 Select International Absolute Return Fund: October 2014 perf: 0.77%, Last 12 Months: 7.66%
Kaiser Trading Fund: October 2014 perf: -1.53%, Last 12 Months: -0.80%
NAOS Long Short Equities Fund: October 2014 perf: -2.46%, Last 12 Months: 8.96%
NAOS Emerging Companies Long Short Equities Fund: October 2014 perf: -4.58%, Last 12 Months: -8.66%
OC Dynamic Equity Fund: October 2014 perf: -0.80%, Last 12 Months: 6.19%
OC Premium Small Company Fund: October 2014 perf: -0.40%, Last 12 Months: 3.23%
Platinum Asia Fund: October 2014 perf: 0.72%, Last 12 Months: 17.48%
Platinum Japan Fund - AUD: October 2014 perf: -2.68%, Last 12 Months: 12.17%
Platypus Australian Equity Fund: October 2014 perf: 1.47%, Last 12 Months: 8.04%
PM CAPITAL Global Companies Fund: October 2014 perf: 1.20%, Last 12 Months: 17.14%
PM CAPITAL Australian Companies Fund: October 2014 perf: 1.80%, Last 12 Months: 3.69%
PM CAPITAL Enhanced Yield Fund: October 2014 perf: 0.10%, Last 12 Months: 4.18%
Antares High Growth Shares Fund: October 2014 perf: 3.80%, Last 12 Months: 6.30%
Premier Global Select Fund: October 2014 perf: 1.41%, Last 12 Months: 3.28%
Regal Atlantic Absolute Return Fund: October 2014 perf: -3.93%, Last 12 Months: 52.30%
WAM Capital Ltd: October 2014 perf: 0.60%, Last 12 Months: 7.42%
WaveStone Capital Absolute Return Fund: October 2014 perf: 2.35%, Last 12 Months: 6.27%
Agora Absolute Return Fund II: October 2014 perf: 3.08%, Last 12 Months: 7.03%
Elstree Enhanced Income Fund: October 2014 perf: 1.00%, Last 12 Months: 5.60%
Platinum International Fund: October 2014 perf: -2.85%, Last 12 Months: 9.74%
Platinum Unhedged Fund: October 2014 perf: -3.82%, Last 12 Months: 9.77%
Platinum European Fund: October 2014 perf: -1.61%, Last 12 Months: 2.22%
Platinum International Brands Fund: October 2014 perf: -0.65%, Last 12 Months: 2.95%
Platinum International Health Care Fund: October 2014 perf: -0.75%, Last 12 Months: 16.68%
Platinum International Technology Fund: October 2014 perf: -1.27%, Last 12 Months: 14.37%
Regal Tasman Market Neutral Fund: October 2014 perf: -0.03%, Last 12 Months: 27.52%
CSAG Long Only Program: October 2014 perf: -1.02%, Last 12 Months: -6.75%
AUI Wingate Global Equity Fund (Foundation Units): October 2014 perf: -0.28%, Last 12 Months: 13.15%
Select Real Return Fund: October 2014 perf: -2.37%, Last 12 Months: 0.16%
Baker Steel Gold: October 2014 perf: -14.04%, Last 12 Months: -28.38%
Bennelong Long Short Equity Fund: October 2014 perf: -4.33%, Last 12 Months: -11.21%
Pengana Australian Equities Fund: October 2014 perf: 2.50%, Last 12 Months: 4.38%
Pengana Global Resources Fund: October 2014 perf: -5.60%, Last 12 Months: 4.71%
Pengana Emerging Companies Fund: October 2014 perf: 1.80%, Last 12 Months: 9.42%
WAM Active Ltd: October 2014 perf: 0.30%, Last 12 Months: 3.47%
WAM Research Ltd: October 2014 perf: 1.00%, Last 12 Months: 12.38%
Kaiser Trading Fund 2x: October 2014 perf: -3.02%, Last 12 Months: -0.76%
Denning Pryce Equity Income Fund: October 2014 perf: 2.63%, Last 12 Months: 0.67%
Prime Value Growth Fund: October 2014 perf: 3.10%, Last 12 Months: 3.27%
Prime Value Imputation Fund: October 2014 perf: 3.60%, Last 12 Months: 3.91%
Apostle Global Small-Mid Cap Fund: October 2014 perf: -1.29%, Last 12 Months: 12.22%
Apostle Loomis Sayles Credit Opportunities Fund: October 2014 perf: 0.82%, Last 12 Months: 5.81%
Apostle Loomis Sayles Senior Loan Fund : October 2014 perf: 0.61%, Last 12 Months: 4.57%
Macquarie Winton Global Alpha Fund: October 2014 perf: 3.35%, Last 12 Months: 14.13%
Kapstream Absolute Return Income Fund: October 2014 perf: 0.19%, Last 12 Months: 4.47%
Optimal Japan Absolute Long Fund: October 2014 perf: -0.65%, Last 12 Months: 0.84%
Allard Growth Fund (USD): October 2014 perf: 1.20%, Last 12 Months: 5.61%
OC Concentrated Equity Fund: October 2014 perf: -3.30%, Last 12 Months: 17.97%
GMO Systematic Global Macro Trust - Class A: October 2014 perf: 1.36%, Last 12 Months: 3.39%
Ironbark Global Diversified Alternatives Fund: October 2014 perf: -0.41%, Last 12 Months: 4.84%
BT Total Return Fund: October 2014 perf: 0.74%, Last 12 Months: 2.24%
First State Wh Global Resources Tactical Fund: October 2014 perf: -6.54%, Last 12 Months: -4.16%
Kohinoor Series Three Fund USD: October 2014 perf: 0.64%, Last 12 Months: -4.30%
Macquarie Asian Alpha Fund (Australian Fund): October 2014 perf: -0.48%, Last 12 Months: 13.55%
SGH Absolute Return Trust (Wholesale): October 2014 perf: 1.86%, Last 12 Months: -1.99%
Optimal Australia Absolute Trust: October 2014 perf: -0.71%, Last 12 Months: 5.42%
QIC Global Fixed Interest Alpha Fund: October 2014 perf: 0.14%, Last 12 Months: 5.67%
The 36 South Cullinan Fund (EUR): October 2014 perf: -8.31%, Last 12 Months: -24.65%
TGM Global Macro AUD: October 2014 perf: -0.20%, Last 12 Months: 5.27%
Pengana Asia Special Events (Offshore) Fund: October 2014 perf: -0.16%, Last 12 Months: 2.44%
Regal Australian Long Short Equity Fund: October 2014 perf: 3.10%, Last 12 Months: 17.18%
DDH Global Fixed Interest Alpha Fund: October 2014 perf: 0.12%, Last 12 Months: 2.84%
Smallco Investment Fund: October 2014 perf: 2.41%, Last 12 Months: 12.26%
WaveStone Dynamic Australian Equity Fund : October 2014 perf: 3.16%, Last 12 Months: 6.39%
Sandon Capital Activist Fund: October 2014 perf: -0.50%, Last 12 Months: 15.85%
The Supervised Fund: October 2014 perf: 0.74%, Last 12 Months: 9.15%
Supervised High Yield Fund: October 2014 perf: 0.41%, Last 12 Months: 6.50%
Ellerston Australian Market Neutral Fund: October 2014 perf: -0.82%, Last 12 Months: 18.71%
Merricks Capital Soft Commodity Fund: October 2014 perf: -2.10%, Last 12 Months: 7.24%
Wilson HTM Priority Growth Fund: October 2014 perf: -1.44%, Last 12 Months: -11.69%
KIS Asia Long Short Fund : October 2014 perf: -1.10%, Last 12 Months: 5.50%
PM CAPITAL Asian Companies Fund: October 2014 perf: -0.50%, Last 12 Months: 8.59%
Merricks Capital Long Short Equity Strategy: October 2014 perf: -2.14%, Last 12 Months: 4.14%
Wilson HTM Priority Core Fund: October 2014 perf: 1.37%, Last 12 Months: -0.82%
Microequities Deep Value Microcap Fund: October 2014 perf: 1.66%, Last 12 Months: 16.37%
Aubrey Global Conviction Fund: October 2014 perf: -0.40%, Last 12 Months: 5.38%
Asia Alpha Fund: October 2014 perf: 0.44%, Last 12 Months: 7.45%
Threadneedle Global Equity Fund - hedged: October 2014 perf: -0.57%, Last 12 Months: 12.08%
GaveKal Asian Opportunities Fund: October 2014 perf: 2.00%, Last 12 Months: 11.58%
MGH Investment Fund Limited: October 2014 perf: -0.30%, Last 12 Months: 3.41%
Alpha Beta Asian Fund: October 2014 perf: -0.51%, Last 12 Months: 5.21%
Tribeca Australian Smaller Companies Fund: October 2014 perf: -0.89%, Last 12 Months: -2.50%
Tribeca Alpha Plus Fund - Class A: October 2014 perf: 4.54%, Last 12 Months: 7.98%
Man AHL Alpha (AUD): October 2014 perf: 1.50%, Last 12 Months: 17.99%
Man AHL Gold (AUD): October 2014 perf: 2.37%, Last 12 Months: 14.12%
Pengana Australian Equities Market Neutral Fund: October 2014 perf: -0.40%, Last 12 Months: -8.09%
Totus Alpha Fund: October 2014 perf: 0.87%, Last 12 Months: 15.65%
Candriam Alpha Dynamic Fund: October 2014 perf: -0.57%, Last 12 Months: 5.72%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: October 2014 perf: 4.52%, Last 12 Months: 14.12%
Ausbil Active Extension Fund - Wholesale: October 2014 perf: 3.89%, Last 12 Months: 4.21%
Solaris Core Australian Equity Fund (Performance Fee Option): October 2014 perf: 4.10%, Last 12 Months: 7.82%
Solaris High Alpha Australian Equity Fund: October 2014 perf: 3.58%, Last 12 Months: 8.07%
Monash Absolute Investment Fund: October 2014 perf: -0.30%, Last 12 Months: 4.83%
Merlon Wholesale Australian Share Income Fund: October 2014 perf: 2.75%, Last 12 Months: 4.26%
Bentham Wholesale Global Income Fund: October 2014 perf: -0.86%, Last 12 Months: 6.33%
Bentham Wholesale High Yield Fund: October 2014 perf: 0.96%, Last 12 Months: 7.76%
Bentham Wholesale Syndicated Loan Fund: October 2014 perf: 0.44%, Last 12 Months: 6.59%
NovaPort Smaller Companies: October 2014 perf: 1.84%, Last 12 Months: 9.81%
Ardea Wholesale Australian Inflation Linked Bond Fund: October 2014 perf: 0.56%, Last 12 Months: 10.82%
Nanuk Global Alpha Fund: October 2014 perf: -2.79%, Last 12 Months: 1.42%
Morphic Global Opportunities Fund: October 2014 perf: 1.12%, Last 12 Months: 15.62%
Zurich Global Equity Income Fund: October 2014 perf: -0.10%, Last 12 Months: 5.49%
Bennelong Avoca Emerging Leaders Fund: October 2014 perf: 0.62%, Last 12 Months: -5.73%
Bennelong Concentrated Australian Equities Fund: October 2014 perf: 3.75%, Last 12 Months: 3.42%
Bennelong Australian Equities Fund: October 2014 perf: 4.60%, Last 12 Months: 1.13%
Bennelong ex-20 Australian Equities Fund: October 2014 perf: 3.31%, Last 12 Months: 1.17%
Perpetual Wholesale Industrial Fund: October 2014 perf: 4.19%, Last 12 Months: 8.41%
Ironbark Karara Australian Small Companies Fund: October 2014 perf: 0.68%, Last 12 Months: 4.12%
Magellan Global Fund: October 2014 perf: -0.67%, Last 12 Months: 13.82%
Smallco Broadcap Fund: October 2014 perf: 3.40%, Last 12 Months: 13.75%
MCG Multi-Asset Endowment Fund: October 2014 perf: 0.50%, Last 12 Months: 5.54%
Perpetual Pure Equity Alpha Fund: October 2014 perf: 2.00%, Last 12 Months: 11.86%
Pimco EQT Wholesale Global Bond Fund: October 2014 perf: 1.18%, Last 12 Months: 9.04%
Samuel Terry Absolute Return Fund: October 2014 perf: -0.43%, Last 12 Months: 22.50%
KIS Asia Long Short Cayman Fund ($US): October 2014 perf: -1.31%, Last 12 Months: 2.12%
Whitehaven SPC Correlation Fund : October 2014 perf: 2.24%, Last 12 Months: 9.25%
Insync Global Titans Fund: October 2014 perf: -0.70%, Last 12 Months: 11.42%
Forager Australian Shares Fund: October 2014 perf: -2.06%, Last 12 Months: 3.89%
Legg Mason Australian Real Income Fund: October 2014 perf: 5.48%, Last 12 Months: 19.18%
Armytage Australian Equity Income Fund: October 2014 perf: 4.63%, Last 12 Months: 5.61%
Armytage Strategic Opportunities - Retail Class: October 2014 perf: 4.00%, Last 12 Months: 7.13%
Investors Mutual Equity Income : October 2014 perf: 4.10%, Last 12 Months: 12.48%
Northward Equity Income: October 2014 perf: 2.06%, Last 12 Months: 4.78%
36ONE Offshore Portfolio: October 2014 perf: 0.69%, Last 12 Months: 5.61%
36ONE Fund: October 2014 perf: 0.76%, Last 12 Months: 10.51%
36ONE Hedge Fund: October 2014 perf: 1.04%, Last 12 Months: 12.94%
Visium Global Fund: October 2014 perf: -2.69%, Last 12 Months: 1.14%
The 36 South Cullinan Fund (USD): October 2014 perf: -8.18%, Last 12 Months: -23.86%
Visium Institutional Partners Fund: October 2014 perf: -1.44%, Last 12 Months: 0.89%
Auscap Long Short Australian Equities Fund: October 2014 perf: 2.25%, Last 12 Months: 29.93%
GAM Absolute Return Bond Fund (AU): October 2014 perf: 0.55%, Last 12 Months: 1.88%
Pengana Absolute Return Asia Pacific Fund: October 2014 perf: 0.00%, Last 12 Months: 6.13%
Kentgrove Capital Fund: October 2014 perf: 5.72%, Last 12 Months: -0.83%
SGH ICE: October 2014 perf: 2.22%, Last 12 Months: 11.93%
SGH Wholesale Property Income Fund : October 2014 perf: 6.09%, Last 12 Months: 16.39%
Optimal Japan Trust AUD: October 2014 perf: -0.08%, Last 12 Months: 0.80%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: October 2014 perf: 1.52%, Last 12 Months: 13.15%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: October 2014 perf: 0.37%, Last 12 Months: 16.10%
Avenir Value Fund: October 2014 perf: -1.92%, Last 12 Months: 18.68%
Schroders Global Active Value Fund: October 2014 perf: -0.09%, Last 12 Months: 15.55%
Watermark Market Neutral Fund Ltd (LIC): October 2014 perf: -1.90%, Last 12 Months: 0.61%
Trafalgar Copley Fund: October 2014 perf: 3.08%, Last 12 Months: 2.14%
The Paragon Fund: October 2014 perf: -2.50%, Last 12 Months: 23.80%
Laminar Credit Opportunities Fund: October 2014 perf: 0.51%, Last 12 Months: 9.28%
Aberdeen Actively Hedged International Equities Fund: October 2014 perf: -1.09%, Last 12 Months: 12.60%
Aberdeen Australian Equities Fund: October 2014 perf: 3.65%, Last 12 Months: 4.65%
Australian Small Companies Fund: October 2014 perf: 2.31%, Last 12 Months: 11.32%
Aberdeen China Opportunities Fund: October 2014 perf: 0.33%, Last 12 Months: 6.40%
Aberdeen Financials Fund: October 2014 perf: 6.32%, Last 12 Months: 4.44%
Aberdeen International Equity Fund : October 2014 perf: -1.14%, Last 12 Months: 12.66%
Aberdeen Fully Hedged International Equities Fund: October 2014 perf: 0.12%, Last 12 Months: 9.82%
Alphinity Wh Australian Share Fund: October 2014 perf: 4.24%, Last 12 Months: 0.00%
Cor Capital Fund: October 2014 perf: -0.13%, Last 12 Months: 1.72%
Celeste Australian Small Companies Fund: October 2014 perf: -2.52%, Last 12 Months: 0.00%
The Montgomery Fund: October 2014 perf: 2.81%, Last 12 Months: 7.27%
Bennelong Alpha 200 Fund: October 2014 perf: -2.49%, Last 12 Months: 0.00%
Forager International Shares Fund: October 2014 perf: -2.94%, Last 12 Months: 6.86%
Terra Natural Resources Fund : October 2014 perf: -1.50%, Last 12 Months: -2.96%
UBS Dynamic Alpha Strategy: October 2014 perf: 1.57%, Last 12 Months: 8.74%
Standard Life Investments Global Absolute Return Strategies Trust: October 2014 perf: 0.50%, Last 12 Months: 14.45%
Insync Global Titans Fund Copy: October 2014 perf: -0.70%, Last 12 Months: 11.42%
Allard Investment Fund: October 2014 perf: 0.60%, Last 12 Months: 13.30%

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 TypeSeptemberOctoberYTD12 Month% Reported
All
-0.18%
0.42%
4.73%
7.13%
77.00%
Equity Based Funds
-0.39%
0.49%
5.49%
8.22%
80.00%
Non Equity Based Funds
0.25%
0.25%
3.32%
5.15%
71.00%
Fund of Funds
0.16%
-0.20%
2.45%
4.63%
58.00%
Single Funds
-0.24%
0.48%
5.07%
7.51%
79.00%
ASX200 Acc
-5.38%
4.43%
6.96%
6.39%
-

Latest News»

»
«
27 Nov 2014 - Allard Investment Fund
Australian Fund Monitors
Allard Investment Fund recorded a performance of 0.60% during October bringing the annual return to 13.30%.
26 Nov 2014 - Aurora Fortitude Absolute Return Fund
Australian Fund Monitors
Aurora Fortitude Absolute Return Fund returned -0.29% during October and 2.36% for the previous 12 months with a volatility of 1.09%.
25 Nov 2014 - Alpha Beta Asian Fund
Australian Fund Monitors
Alpha Beta Asian Fund returned -0.51% during October with annual performance of 5.21% with a volatility of 4.05%.
24 Nov 2014 - Fund Review: Microequities Deep Value...
Australian Fund Monitors
AFM's updated Fund Review for the Microequities Fund for October 2014. The Fund is characterised by above index returns and a sound Sharpe ratio. The Fund returned 1.66% during October and...
24 Nov 2014 - Auscap Long Short Australian Equities...
Australian Fund Monitors
Auscap Long Short Australian Equities Fund recorded a return of 2.25% in October with the annual return 29.93% and a volatility of 6.95%.
21 Nov 2014 - Fund Review: Bennelong Alpha 200 Fund...
Australian Fund Monitors
The Alpha 200 Fund primarily invests within the top 200 by market capitalisation, using a similar "pairs trading" approach while remaining broadly market neutral on a cost basis. The Fund...
View All News »

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