Fund Monitors Pty Ltd

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© Copyright 2014
Printed: 03 September 2014 4:48 AM
Allard Investment Fund: July 2014 perf: 4.50%, Last 12 Months: 7.83%
Cadence Capital Limited: July 2014 perf: 2.45%, Last 12 Months: 17.13%
Aurora Fortitude Absolute Return Fund: July 2014 perf: 0.07%, Last 12 Months: 3.44%
Bennelong Kardinia Absolute Return Fund: July 2014 perf: 1.07%, Last 12 Months: 7.02%
K2 Asian Absolute Return Fund: August 2014 perf: 0.48%, Last 12 Months: 10.77%
K2 Australian Absolute Return Fund: August 2014 perf: 1.60%, Last 12 Months: 12.33%
K2 Select International Absolute Return Fund: August 2014 perf: 1.03%, Last 12 Months: 5.78%
Kaiser Trading Fund: July 2014 perf: -0.63%, Last 12 Months: -6.37%
NAOS Long Short Equities Fund: July 2014 perf: 4.12%, Last 12 Months: 39.31%
NAOS Emerging Companies Long Short Equities Fund: July 2014 perf: 0.51%, Last 12 Months: 27.93%
OC Dynamic Equity Fund: July 2014 perf: 3.80%, Last 12 Months: 23.19%
OC Premium Small Company Fund: July 2014 perf: 2.70%, Last 12 Months: 14.65%
Platinum Asia Fund: July 2014 perf: 4.62%, Last 12 Months: 21.22%
Platinum Japan Fund - AUD: July 2014 perf: 2.41%, Last 12 Months: 13.56%
Platypus Australian Equity Fund: July 2014 perf: 3.50%, Last 12 Months: 18.10%
Access SRA Fund - SRA 4 Portfolio: July 2014 perf: 0.55%, Last 12 Months: 4.28%
PM CAPITAL Absolute Performance Fund AUD: July 2014 perf: 1.60%, Last 12 Months: 10.71%
PM CAPITAL Australian Opportunities Fund AUD: July 2014 perf: 2.60%, Last 12 Months: 11.74%
PM CAPITAL Enhanced Yield Fund: July 2014 perf: 0.30%, Last 12 Months: 5.22%
Antares High Growth Shares Fund: July 2014 perf: 4.30%, Last 12 Months: 14.49%
Premier Global Select Fund: July 2014 perf: 2.07%, Last 12 Months: 6.62%
Regal Atlantic Absolute Return Fund: July 2014 perf: 11.25%, Last 12 Months: 96.95%
Select Alternatives Portfolio: July 2014 perf: 0.19%, Last 12 Months: 3.95%
WAM Capital Ltd: July 2014 perf: 2.20%, Last 12 Months: 17.33%
WaveStone Capital Absolute Return Fund: July 2014 perf: 1.05%, Last 12 Months: 13.41%
Agora Absolute Return Fund II: July 2014 perf: 3.67%, Last 12 Months: 15.35%
Elstree Enhanced Income Fund: July 2014 perf: 1.44%, Last 12 Months: 10.71%
Elstree Australian Enhanced Income Fund: July 2014 perf: 1.41%, Last 12 Months: 10.84%
Platinum International Fund: July 2014 perf: 1.27%, Last 12 Months: 13.73%
Platinum Unhedged Fund: July 2014 perf: 0.95%, Last 12 Months: 16.84%
Platinum European Fund: July 2014 perf: -3.48%, Last 12 Months: 5.62%
Platinum International Brands Fund: July 2014 perf: 0.98%, Last 12 Months: 3.84%
Platinum International Health Care Fund: July 2014 perf: -1.61%, Last 12 Months: 8.82%
Platinum International Technology Fund: July 2014 perf: 0.21%, Last 12 Months: 17.03%
Macquarie Alpha Opportunities Fund: July 2014 perf: 4.28%, Last 12 Months: 19.75%
Regal Tasman Market Neutral Fund: July 2014 perf: 1.87%, Last 12 Months: 28.99%
CSAG Long Only Program: July 2014 perf: -1.46%, Last 12 Months: -4.54%
AUI Wingate Global Equity Fund (wh units): July 2014 perf: 0.96%, Last 12 Months: 8.74%
Aurora Dividend Income Trust: July 2014 perf: 3.50%, Last 12 Months: 9.66%
Aurora Global Income Trust: July 2014 perf: 0.00%, Last 12 Months: -2.70%
Select Defensive Portfolios: July 2014 perf: 1.74%, Last 12 Months: 3.92%
Select Growth: July 2014 perf: 2.66%, Last 12 Months: 4.43%
Select Listed Investments: July 2014 perf: 4.41%, Last 12 Months: 2.52%
Baker Steel Gold: July 2014 perf: 1.93%, Last 12 Months: -8.07%
Bennelong Long Short Equity Fund: July 2014 perf: 3.04%, Last 12 Months: 2.73%
Pengana Australian Equities Fund: July 2014 perf: 1.86%, Last 12 Months: 8.96%
Pengana Global Resources Fund: July 2014 perf: 7.40%, Last 12 Months: 22.29%
Pengana Emerging Companies Fund: July 2014 perf: 4.00%, Last 12 Months: 18.34%
WAM Active Ltd: July 2014 perf: 2.20%, Last 12 Months: 19.02%
WAM Research Ltd: July 2014 perf: 2.30%, Last 12 Months: 17.11%
Aurora Property Buy-Write Income Trust: July 2014 perf: 2.08%, Last 12 Months: 10.03%
Kaiser Trading Fund 2x: July 2014 perf: -1.30%, Last 12 Months: -11.36%
Denning Pryce Equity Income Fund: August 2014 perf: 0.10%, Last 12 Months: 7.22%
LHP Global Long/Short Fund (Retail): July 2014 perf: -0.22%, Last 12 Months: 9.19%
LHP Diversified Investments Fund (Wholesale): July 2014 perf: 0.61%, Last 12 Months: 14.93%
LHP Diversified Investments Fund (Retail): July 2014 perf: 0.59%, Last 12 Months: 14.60%
LHP Global Long/Short Fund (Wholesale): July 2014 perf: -0.20%, Last 12 Months: 9.57%
Prime Value Growth Fund: July 2014 perf: 4.00%, Last 12 Months: 16.34%
Prime Value Imputation Fund: July 2014 perf: 3.30%, Last 12 Months: 14.27%
Apostle Global Small-Mid Cap Fund: July 2014 perf: -1.22%, Last 12 Months: 12.08%
Apostle Loomis Sayles Credit Opportunities Fund: July 2014 perf: -0.10%, Last 12 Months: 6.64%
Apostle Loomis Sayles Senior Loan Fund : July 2014 perf: 0.24%, Last 12 Months: 5.18%
Macquarie Winton Global Alpha Fund: July 2014 perf: -1.78%, Last 12 Months: 7.89%
Kapstream Absolute Return Income Fund: July 2014 perf: 0.31%, Last 12 Months: 4.93%
Optimal Japan Absolute Long Fund: July 2014 perf: 0.57%, Last 12 Months: 4.67%
Allard Growth Fund (USD): July 2014 perf: 3.30%, Last 12 Months: 9.87%
OC Concentrated Equity Fund: July 2014 perf: 7.30%, Last 12 Months: 40.47%
GMO Systematic Global Macro Trust - Class A: July 2014 perf: -1.18%, Last 12 Months: -0.50%
Ironbark Global Diversified Alternatives Fund: July 2014 perf: -0.59%, Last 12 Months: 5.10%
BT Total Return Fund: July 2014 perf: -0.94%, Last 12 Months: 1.40%
First State Wh Global Resources Tactical Fund: July 2014 perf: 1.30%, Last 12 Months: 15.07%
Kohinoor Series Three Fund USD: July 2014 perf: -0.58%, Last 12 Months: -4.62%
Macquarie Asian Alpha Fund (Australian Fund): July 2014 perf: 2.00%, Last 12 Months: 8.19%
SGH Absolute Return Trust (Wholesale): July 2014 perf: 2.29%, Last 12 Months: 4.70%
Access SRA Fund - SRA 9 Portfolio: July 2014 perf: 2.01%, Last 12 Months: 8.34%
Access SRA Fund - SRA 16 Portfolio: July 2014 perf: 6.10%, Last 12 Months: 4.45%
Optimal Australia Absolute Trust: July 2014 perf: 1.03%, Last 12 Months: 6.37%
QIC Global Fixed Interest Alpha Fund: July 2014 perf: 0.59%, Last 12 Months: 4.89%
The 36 South Cullinan Fund (EUR): July 2014 perf: -9.01%, Last 12 Months: -3.60%
TGM Global Macro AUD: July 2014 perf: 0.21%, Last 12 Months: 2.93%
Pengana Asia Special Events (Offshore) Fund: July 2014 perf: 0.90%, Last 12 Months: 5.39%
Regal Australian Long Short Equity Fund: July 2014 perf: 5.50%, Last 12 Months: 33.74%
Australian Leaders Fund: July 2014 perf: -3.63%, Last 12 Months: 13.09%
DDH Global Fixed Interest Alpha Fund: July 2014 perf: 0.68%, Last 12 Months: 5.03%
Smallco Investment Fund: July 2014 perf: 3.10%, Last 12 Months: 17.41%
WaveStone Dynamic Australian Equity Fund : July 2014 perf: 1.14%, Last 12 Months: 13.19%
Sandon Capital Activist Fund: July 2014 perf: 3.90%, Last 12 Months: 25.75%
90 West Global Basic Materials Fund: July 2014 perf: 10.50%, Last 12 Months: 36.18%
The Supervised Fund: July 2014 perf: 2.40%, Last 12 Months: 10.18%
Supervised High Yield Fund: July 2014 perf: 0.77%, Last 12 Months: 7.17%
Signature Capital Investments: July 2014 perf: 0.00%, Last 12 Months: 7.00%
Merricks Soft Commodity Fund: July 2014 perf: 1.36%, Last 12 Months: 10.11%
AWJ Global Sustainable Offshore Fund: July 2014 perf: 3.90%, Last 12 Months: 14.79%
Wilson HTM Priority Growth Fund: July 2014 perf: 3.64%, Last 12 Months: -2.69%
KIS Asia Long Short Fund : July 2014 perf: 0.91%, Last 12 Months: 10.81%
Arnhem Long Short Australian Equity Fund: July 2014 perf: 3.42%, Last 12 Months: 17.24%
PM Capital Emerging Asia Fund: July 2014 perf: 3.80%, Last 12 Months: 11.43%
Wilson HTM Priority Core Fund: August 2014 perf: 1.06%, Last 12 Months: 12.04%
Peters Macgregor Global Fund: July 2014 perf: -0.37%, Last 12 Months: 3.32%
Microequities Deep Value Microcap Fund: August 2014 perf: -1.13%, Last 12 Months: 25.92%
Aubrey Global Conviction Fund: July 2014 perf: 0.99%, Last 12 Months: 9.42%
Asia Alpha Fund: July 2014 perf: 1.27%, Last 12 Months: 7.80%
Threadneedle Global Equity Fund - hedged: July 2014 perf: 1.75%, Last 12 Months: 12.71%
Arnhem Australian Equity Fund: July 2014 perf: 3.65%, Last 12 Months: 14.81%
Arnhem Concentrated Australian Equity Fund: July 2014 perf: 2.89%, Last 12 Months: 17.92%
GaveKal Asian Opportunities Fund: July 2014 perf: 3.37%, Last 12 Months: 3.17%
MGH Investment Fund Limited: August 2014 perf: -0.50%, Last 12 Months: 14.54%
Alpha Beta Asian Fund: July 2014 perf: 1.02%, Last 12 Months: 10.61%
Acadian Wholesale Australian Equity Long/Short Fund: July 2014 perf: 4.02%, Last 12 Months: 0.00%
Tribeca Alpha Plus Fund - Class A: July 2014 perf: 3.00%, Last 12 Months: 14.04%
Man AHL Alpha (AUD): July 2014 perf: 2.86%, Last 12 Months: 14.03%
Man AHL Gold (AUD): July 2014 perf: 4.05%, Last 12 Months: 16.22%
EIM Emerging Resources Company Share Fund: July 2014 perf: 2.37%, Last 12 Months: -26.16%
Pengana Australian Equities Market Neutral Fund: July 2014 perf: -0.50%, Last 12 Months: 1.89%
Totus Alpha Fund: July 2014 perf: 3.70%, Last 12 Months: 38.06%
Candriam Alpha Dynamic Fund: July 2014 perf: -0.12%, Last 12 Months: 7.72%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: July 2014 perf: 4.55%, Last 12 Months: 21.70%
Ausbil Active Extension Fund - Wholesale: July 2014 perf: 3.66%, Last 12 Months: 19.97%
Solaris Core Australian Equity Fund (Performance Fee Option): July 2014 perf: 3.95%, Last 12 Months: 19.41%
Solaris High Alpha Australian Equity Fund: July 2014 perf: 3.44%, Last 12 Months: 20.85%
Monash Absolute Investment Fund: August 2014 perf: 2.30%, Last 12 Months: 21.14%
Merlon Wholesale Australian Share Income Fund: July 2014 perf: 3.00%, Last 12 Months: 9.21%
Bentham Wholesale Global Income Fund: July 2014 perf: 0.36%, Last 12 Months: 10.07%
Bentham Wholesale High Yield Fund: July 2014 perf: -0.66%, Last 12 Months: 9.70%
Bentham Wholesale Syndicated Loan Fund: July 2014 perf: 0.16%, Last 12 Months: 8.04%
NovaPort Smaller Companies: July 2014 perf: 3.96%, Last 12 Months: 22.86%
Ardea Wholesale Australian Inflation Linked Bond Fund: July 2014 perf: -0.07%, Last 12 Months: 8.62%
Nanuk Global Alpha Fund: July 2014 perf: -1.26%, Last 12 Months: 17.01%
Morphic Global Opportunities Fund: July 2014 perf: -0.73%, Last 12 Months: 11.34%
Zurich Global Equity Income Fund: July 2014 perf: -0.22%, Last 12 Months: 6.13%
Ausbil Active Extension Fund - Retail: July 2014 perf: 3.63%, Last 12 Months: 20.59%
Bennelong Avoca Emerging Leaders Fund: July 2014 perf: 2.30%, Last 12 Months: 5.84%
Bennelong Concentrated Australian Equities Fund: July 2014 perf: 2.73%, Last 12 Months: 12.26%
Bennelong Australian Equities Fund: July 2014 perf: 3.16%, Last 12 Months: 10.68%
Bennelong ex-20 Australian Equities Fund: July 2014 perf: 2.57%, Last 12 Months: 10.44%
Ausbil Australian Active Equity Fund: July 2014 perf: 3.93%, Last 12 Months: 18.67%
Perpetual Wholesale Industrial Fund: July 2014 perf: 3.58%, Last 12 Months: 18.34%
Ironbark Karara Australian Small Companies Fund: July 2014 perf: 3.87%, Last 12 Months: 14.44%
Magellan Global Fund: July 2014 perf: -0.30%, Last 12 Months: 5.70%
Smallco Broadcap Fund: July 2014 perf: 3.50%, Last 12 Months: 21.87%
Principal Global Opportunities Equity Fund: July 2014 perf: 0.41%, Last 12 Months: 12.34%
Perpetual Pure Equity Alpha Fund: July 2014 perf: 1.63%, Last 12 Months: 9.17%
Pimco EQT Wholesale Global Bond Fund: July 2014 perf: 0.64%, Last 12 Months: 8.91%
Samuel Terry Absolute Return Fund: July 2014 perf: 0.42%, Last 12 Months: 22.87%
KIS Asia Long Short Cayman Fund ($US): July 2014 perf: 0.57%, Last 12 Months: 7.59%
Whitehaven SPC Correlation Fund : July 2014 perf: 0.29%, Last 12 Months: 8.62%
Insync Global Titans Fund: July 2014 perf: -0.50%, Last 12 Months: 6.04%
Altius Bond Fund: July 2014 perf: 0.09%, Last 12 Months: 5.18%
Forager Australian Shares Fund: July 2014 perf: 6.70%, Last 12 Months: 13.73%
Legg Mason Australian Real Income Fund: July 2014 perf: 3.08%, Last 12 Months: 20.18%
Armytage Australian Equity Income Fund: July 2014 perf: 4.27%, Last 12 Months: 17.76%
Armytage Strategic Opportunities - Retail Class: July 2014 perf: 4.97%, Last 12 Months: 21.80%
Colonial First State Wholesale Equity Income : July 2014 perf: 3.46%, Last 12 Months: 11.61%
Investors Mutual Equity Income : July 2014 perf: 3.30%, Last 12 Months: 17.17%
AFM Prism Active Equity Fund: July 2014 perf: 1.88%, Last 12 Months: 3.67%
36ONE Offshore Portfolio: July 2014 perf: -0.29%, Last 12 Months: 8.46%
36ONE Fund: July 2014 perf: 0.08%, Last 12 Months: 13.27%
36ONE Hedge Fund: July 2014 perf: -0.05%, Last 12 Months: 16.38%
Visium Global Fund: July 2014 perf: -1.00%, Last 12 Months: 5.61%
The 36 South Cullinan Fund (USD): July 2014 perf: -8.79%, Last 12 Months: -3.02%
Visium Institutional Partners Fund: July 2014 perf: -0.52%, Last 12 Months: 3.12%
Auscap Long Short Australian Equities Fund: July 2014 perf: 2.95%, Last 12 Months: 43.54%
Pengana Absolute Return Asia Pacific Australian Fund: July 2014 perf: 1.18%, Last 12 Months: 8.03%
Kentgrove Capital Fund: July 2014 perf: 5.50%, Last 12 Months: 18.06%
SGH ICE: July 2014 perf: 3.40%, Last 12 Months: 18.91%
SGH Wholesale Property Income Fund : July 2014 perf: 4.97%, Last 12 Months: 20.79%
Blackrock Global Allocation Fund (Class D): July 2014 perf: 0.08%, Last 12 Months: 10.86%
Optimal Japan Trust AUD: July 2014 perf: 0.22%, Last 12 Months: 2.42%
EQT Spectrum Credit Opportunities Fund: July 2014 perf: 0.84%, Last 12 Months: 8.41%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: July 2014 perf: -1.70%, Last 12 Months: 14.20%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: July 2014 perf: -1.50%, Last 12 Months: 10.22%
Avenir Value Fund: July 2014 perf: -1.12%, Last 12 Months: 24.47%
Schroders Global Active Value Fund: July 2014 perf: 0.86%, Last 12 Months: 13.68%
Alpha Beta Growth and Income: July 2014 perf: 5.37%, Last 12 Months: 13.11%
Watermark Market Neutral Fund Ltd (LIC): July 2014 perf: -4.34%, Last 12 Months: 5.55%
Trafalgar Copley Fund: July 2014 perf: -5.72%, Last 12 Months: -13.42%
Fermat ILS Yield Fund: July 2014 perf: 0.60%, Last 12 Months: 9.27%
The Paragon Fund: July 2014 perf: 12.50%, Last 12 Months: 43.65%
Laminar Credit Opportunities Fund: July 2014 perf: 0.80%, Last 12 Months: 9.31%
Aberdeen Actively Hedged International Equities Fund: July 2014 perf: 0.60%, Last 12 Months: 11.25%
Aberdeen Australian Equities Fund: July 2014 perf: 4.28%, Last 12 Months: 10.37%
Australian Small Companies Fund: July 2014 perf: 2.22%, Last 12 Months: 11.70%
Aberdeen China Opportunities Fund: July 2014 perf: 4.86%, Last 12 Months: 3.56%
Aberdeen Financials Fund: July 2014 perf: 2.26%, Last 12 Months: 12.05%
Aberdeen International Equity Fund : July 2014 perf: 0.52%, Last 12 Months: 11.10%
Aberdeen Fully Hedged International Equities Fund: July 2014 perf: 0.18%, Last 12 Months: 15.76%
Alphinity Wh Australian Share Fund: July 2014 perf: 4.28%, Last 12 Months: 11.45%
Cor Capital Fund: July 2014 perf: 1.01%, Last 12 Months: 4.01%
The Montgomery Fund: July 2014 perf: 4.07%, Last 12 Months: 13.68%
Bennelong Alpha 200 Fund: July 2014 perf: 0.17%, Last 12 Months: 0.00%
Forager International Shares Fund: July 2014 perf: -1.81%, Last 12 Months: 14.23%
Terra Natural Resources Fund : July 2014 perf: 0.87%, Last 12 Months: 40.63%
Ausbil MicroCap Fund: July 2014 perf: 3.95%, Last 12 Months: 34.44%
Allard Investment Fund: July 2014 perf: 4.50%, Last 12 Months: 7.83%

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 TypeJuneJulyYTD12 Month% Reported
All
0.10%
1.62%
3.70%
10.79%
86.00%
Equity Based Funds
-0.16%
2.01%
4.35%
13.98%
92.00%
Non Equity Based Funds
0.57%
0.82%
2.55%
5.65%
78.00%
Fund of Funds
0.18%
1.20%
2.10%
5.68%
88.00%
Single Funds
0.09%
1.68%
3.99%
11.78%
86.00%
ASX200 Acc
-1.50%
4.40%
7.57%
16.54%
-

Latest News»

»
«
03 Sep 2014 - Pengana Absolute Return Asia Pacific...
Australian Fund Monitors
Pengana Absolute Return Asia Pacific Australian Fund returned 1.18% during July and 8.03% for last 12 months with a volatility of 2.88%.
03 Sep 2014 - Charity Regatta
Hedge Fund Association
24 October 2014. ASX Thomson Reuters Charity Foundation 2014 Financial and Media Markets Charity Regatta, out of Middle Harbour Yacht Club, NSW. It will be a fantastic day, with lots of fun...
03 Sep 2014 - Fund Review: Aurora Fortitude...
Australian Fund Monitors
CPD Points are now available for all AFM Fund Reviews. Read the review and answer 5 questions to earn half a point toward your continuing professional development.
02 Sep 2014 - Avenir Value Fund
Australian Fund Monitors
Avenir Value Fund returned -1.12% during July and 24.47% for the year ended July 2014 with a volatility of 7.16%.
02 Sep 2014 - Auscap Long Short Australian Equities...
Australian Fund Monitors
Auscap Long Short Australian Equities Fund returned 2.95% during July and 43.54% for the prior twelve months with a volatility of 6.30%
01 Sep 2014 - Post-Retirement Australia 2014...
International Business Review Conferences
21-22 October 2014 in Sydney. Comprehensive and timely two day forum for high profile cross industry participants to provide updates, insights and ongoing discussion into the key issues...
View All News »

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