Fund Monitors Pty Ltd

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© Copyright 2015
Printed: 28 January 2015 5:50 AM
Allard Investment Fund: December 2014 perf: 2.60%, Last 12 Months: 16.93%
Cadence Capital Limited: December 2014 perf: 0.69%, Last 12 Months: 2.41%
Aviator Macro Opportunities Fund : December 2014 perf: 0.53%, Last 12 Months: -0.05%
Aurora Fortitude Absolute Return Fund: December 2014 perf: -0.74%, Last 12 Months: 0.71%
Bennelong Kardinia Absolute Return Fund: December 2014 perf: 1.53%, Last 12 Months: 5.77%
K2 Asian Absolute Return Fund: December 2014 perf: 3.58%, Last 12 Months: 9.31%
K2 Australian Absolute Return Fund: December 2014 perf: -0.72%, Last 12 Months: 3.33%
K2 Select International Absolute Return Fund: December 2014 perf: 3.74%, Last 12 Months: 5.66%
Kaiser Trading Fund: December 2014 perf: -0.54%, Last 12 Months: -0.67%
Macquarie Asian Alpha Fund (Cayman) - Class A USD: December 2014 perf: 0.36%, Last 12 Months: 10.39%
NAOS Long Short Equities Fund: December 2014 perf: 0.52%, Last 12 Months: 13.79%
NAOS Emerging Companies Long Short Equities Fund: December 2014 perf: -7.25%, Last 12 Months: -10.40%
OC Dynamic Equity Fund: December 2014 perf: 0.10%, Last 12 Months: 4.41%
Platinum Asia Fund: December 2014 perf: 4.44%, Last 12 Months: 22.10%
Platinum Japan Fund - AUD: December 2014 perf: 4.93%, Last 12 Months: 11.03%
Platypus Australian Equity Fund: December 2014 perf: 2.71%, Last 12 Months: 8.33%
PM CAPITAL Global Companies Fund: December 2014 perf: 1.50%, Last 12 Months: 14.22%
PM CAPITAL Australian Companies Fund: December 2014 perf: 1.50%, Last 12 Months: 8.62%
PM CAPITAL Enhanced Yield Fund: December 2014 perf: 0.30%, Last 12 Months: 3.66%
Antares High Growth Shares Fund: December 2014 perf: 3.47%, Last 12 Months: 6.91%
Premier Global Select Fund: December 2014 perf: 1.31%, Last 12 Months: 4.27%
Regal Atlantic Absolute Return Fund: December 2014 perf: -1.33%, Last 12 Months: 43.59%
WAM Capital Ltd: December 2014 perf: 0.60%, Last 12 Months: 10.81%
Platinum International Fund: December 2014 perf: 2.85%, Last 12 Months: 7.75%
Platinum Unhedged Fund: December 2014 perf: 2.24%, Last 12 Months: 8.34%
Platinum European Fund: December 2014 perf: 0.41%, Last 12 Months: -5.08%
Platinum International Brands Fund: December 2014 perf: 1.55%, Last 12 Months: 2.42%
Platinum International Health Care Fund: December 2014 perf: 4.15%, Last 12 Months: 15.63%
Platinum International Technology Fund: December 2014 perf: 1.93%, Last 12 Months: 9.45%
Regal Tasman Market Neutral Fund: December 2014 perf: -4.52%, Last 12 Months: 17.86%
AUI Wingate Global Equity Fund (Foundation Units): December 2014 perf: 2.98%, Last 12 Months: 11.65%
Baker Steel Gold: December 2014 perf: 0.19%, Last 12 Months: -20.12%
Bennelong Long Short Equity Fund: December 2014 perf: 2.83%, Last 12 Months: -6.63%
Pengana Australian Equities Fund: December 2014 perf: 1.37%, Last 12 Months: 5.73%
Pengana Global Resources Fund: December 2014 perf: 0.10%, Last 12 Months: 1.17%
Pengana Emerging Companies Fund: December 2014 perf: 2.10%, Last 12 Months: 12.22%
WAM Active Ltd: December 2014 perf: 0.70%, Last 12 Months: 7.39%
WAM Research Ltd: December 2014 perf: 0.60%, Last 12 Months: 15.11%
Kaiser Trading Fund 2x: December 2014 perf: -0.93%, Last 12 Months: 0.11%
Denning Pryce Equity Income Fund: December 2014 perf: 0.94%, Last 12 Months: 1.37%
Prime Value Growth Fund: December 2014 perf: 2.40%, Last 12 Months: 2.99%
Prime Value Imputation Fund: December 2014 perf: 0.90%, Last 12 Months: 1.20%
Loomis Sayles Credit Opportunities Fund: December 2014 perf: -0.76%, Last 12 Months: 4.25%
Kapstream Absolute Return Income Fund: December 2014 perf: 0.50%, Last 12 Months: 4.73%
Optimal Japan Absolute Long Fund: December 2014 perf: 0.96%, Last 12 Months: 0.41%
Allard Growth Fund (USD): December 2014 perf: -0.80%, Last 12 Months: 7.44%
OC Concentrated Equity Fund: December 2014 perf: -0.70%, Last 12 Months: 13.39%
GMO Systematic Global Macro Trust - Class A: December 2014 perf: 1.27%, Last 12 Months: 7.59%
Ironbark Global Diversified Alternatives Fund: December 2014 perf: 1.26%, Last 12 Months: 7.37%
BT Total Return Fund: December 2014 perf: 1.02%, Last 12 Months: 3.12%
Signature Quantitative Fund: December 2014 perf: -0.10%, Last 12 Months: 21.92%
Kohinoor Series Three Fund USD: December 2014 perf: 0.73%, Last 12 Months: -0.03%
Macquarie Asian Alpha Fund (Australian Fund): December 2014 perf: 0.71%, Last 12 Months: 13.09%
SGH Absolute Return Trust (Wholesale): December 2014 perf: -1.23%, Last 12 Months: -3.38%
Optimal Australia Absolute Trust: December 2014 perf: -1.53%, Last 12 Months: 3.24%
QIC Global Fixed Interest Alpha Fund: December 2014 perf: -1.10%, Last 12 Months: 0.01%
The 36 South Cullinan Fund (EUR): December 2014 perf: 7.99%, Last 12 Months: 5.24%
TGM Global Macro AUD: December 2014 perf: 0.76%, Last 12 Months: 3.30%
Pengana Asia Special Events (Offshore) Fund: December 2014 perf: 0.00%, Last 12 Months: 1.72%
Regal Australian Long Short Equity Fund: December 2014 perf: -0.82%, Last 12 Months: 10.64%
Australian Leaders Fund: December 2014 perf: -1.10%, Last 12 Months: -3.09%
DDH Global Fixed Interest Alpha Fund: December 2014 perf: -1.05%, Last 12 Months: -2.73%
Smallco Investment Fund: December 2014 perf: 1.12%, Last 12 Months: 15.28%
Sandon Capital Activist Fund: December 2014 perf: 0.80%, Last 12 Months: 17.24%
90 West Global Basic Materials Fund: December 2014 perf: -0.43%, Last 12 Months: 19.58%
The Supervised Fund: December 2014 perf: -1.78%, Last 12 Months: 5.47%
Supervised High Yield Fund: December 2014 perf: 0.58%, Last 12 Months: 6.35%
Ellerston Australian Market Neutral Fund: December 2014 perf: -0.95%, Last 12 Months: 16.82%
Merricks Capital Soft Commodity Fund: December 2014 perf: 0.64%, Last 12 Months: 3.95%
Wilson HTM Priority Growth Fund: December 2014 perf: 0.10%, Last 12 Months: -8.90%
Arnhem Long Short Australian Equity Fund: December 2014 perf: 1.87%, Last 12 Months: 3.94%
PM CAPITAL Asian Companies Fund: December 2014 perf: 1.20%, Last 12 Months: 3.26%
Merricks Capital Long Short Equity Strategy: December 2014 perf: -1.23%, Last 12 Months: 3.56%
Wilson HTM Priority Core Fund: December 2014 perf: 1.60%, Last 12 Months: -1.39%
Microequities Deep Value Microcap Fund: December 2014 perf: -1.96%, Last 12 Months: 7.10%
Asia Alpha Fund: December 2014 perf: 1.90%, Last 12 Months: 8.13%
Threadneedle Global Equity Fund - hedged: December 2014 perf: 1.95%, Last 12 Months: 6.18%
Arnhem Australian Equity Fund: December 2014 perf: 1.08%, Last 12 Months: 1.75%
Arnhem Concentrated Australian Equity Fund: December 2014 perf: 1.13%, Last 12 Months: -1.29%
GaveKal Asian Opportunities Fund: December 2014 perf: 2.41%, Last 12 Months: 13.66%
MGH Investment Fund Limited: December 2014 perf: -0.70%, Last 12 Months: 1.05%
Alpha Beta Asian Fund: December 2014 perf: 0.88%, Last 12 Months: 4.01%
Tribeca Alpha Plus Fund - Class A: December 2014 perf: 4.10%, Last 12 Months: 10.01%
Man AHL Alpha (AUD): December 2014 perf: 1.76%, Last 12 Months: 25.67%
Man AHL Gold (AUD): December 2014 perf: 6.26%, Last 12 Months: 32.17%
Totus Alpha Fund: December 2014 perf: -2.30%, Last 12 Months: 12.85%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: December 2014 perf: 115.00%, Last 12 Months: 134.82%
Solaris Core Australian Equity Fund (Performance Fee Option): December 2014 perf: 1.74%, Last 12 Months: 5.96%
Solaris High Alpha Australian Equity Fund: December 2014 perf: 1.48%, Last 12 Months: 5.01%
Monash Absolute Investment Fund: December 2014 perf: 0.55%, Last 12 Months: 4.81%
Merlon Wholesale Australian Share Income Fund: December 2014 perf: 0.25%, Last 12 Months: 3.52%
Bentham Wholesale Global Income Fund: December 2014 perf: 0.03%, Last 12 Months: 4.22%
Bentham Wholesale High Yield Fund: December 2014 perf: -0.92%, Last 12 Months: 5.04%
Bentham Wholesale Syndicated Loan Fund: December 2014 perf: -0.90%, Last 12 Months: 4.48%
NovaPort Smaller Companies: December 2014 perf: -0.13%, Last 12 Months: 7.94%
Ardea Wholesale Australian Inflation Linked Bond Fund: December 2014 perf: 2.12%, Last 12 Months: 11.34%
Morphic Global Opportunities Fund: December 2014 perf: 2.62%, Last 12 Months: 13.99%
Zurich Global Equity Income Fund: December 2014 perf: 0.20%, Last 12 Months: -1.38%
Bennelong Avoca Emerging Leaders Fund: December 2014 perf: -0.61%, Last 12 Months: -7.12%
Bennelong Concentrated Australian Equities Fund: December 2014 perf: 1.86%, Last 12 Months: 6.59%
Bennelong Australian Equities Fund: December 2014 perf: 1.49%, Last 12 Months: 1.11%
Bennelong ex-20 Australian Equities Fund: December 2014 perf: -0.72%, Last 12 Months: -1.66%
Perpetual Wholesale Industrial Fund: December 2014 perf: 1.91%, Last 12 Months: 9.32%
Ironbark Karara Australian Small Companies Fund: December 2014 perf: -0.08%, Last 12 Months: 2.50%
Magellan Global Fund: December 2014 perf: 3.80%, Last 12 Months: 14.56%
Smallco Broadcap Fund: December 2014 perf: 2.10%, Last 12 Months: 15.53%
Principal Global Opportunities Equity Fund: December 2014 perf: -1.15%, Last 12 Months: 9.82%
Perpetual Pure Equity Alpha Fund: December 2014 perf: 0.34%, Last 12 Months: 10.20%
Pimco EQT Wholesale Global Bond Fund: December 2014 perf: 0.75%, Last 12 Months: 11.94%
Samuel Terry Absolute Return Fund: December 2014 perf: 0.44%, Last 12 Months: 22.07%
Whitehaven SPC Correlation Fund : December 2014 perf: 1.73%, Last 12 Months: 9.00%
Insync Global Titans Fund: December 2014 perf: 2.57%, Last 12 Months: 10.40%
Altius Bond Fund: December 2014 perf: 0.80%, Last 12 Months: 6.12%
Forager Australian Shares Fund: December 2014 perf: -1.15%, Last 12 Months: 2.21%
Legg Mason Australian Real Income Fund: December 2014 perf: 4.37%, Last 12 Months: 28.68%
Armytage Australian Equity Income Fund: December 2014 perf: 1.67%, Last 12 Months: 7.01%
Armytage Strategic Opportunities - Retail Class: December 2014 perf: 0.29%, Last 12 Months: 7.01%
Investors Mutual Equity Income : December 2014 perf: 2.20%, Last 12 Months: 12.29%
36ONE Offshore Portfolio: December 2014 perf: 1.56%, Last 12 Months: 6.08%
36ONE Fund: December 2014 perf: 2.03%, Last 12 Months: 10.61%
36ONE Hedge Fund: December 2014 perf: 2.77%, Last 12 Months: 13.41%
Visium Global Fund: December 2014 perf: 1.64%, Last 12 Months: -0.48%
The 36 South Cullinan Fund (USD): December 2014 perf: 7.78%, Last 12 Months: 6.10%
Visium Institutional Partners Fund: December 2014 perf: 3.24%, Last 12 Months: -1.78%
Auscap Long Short Australian Equities Fund: December 2014 perf: 0.44%, Last 12 Months: 23.17%
Pengana Absolute Return Asia Pacific Fund: December 2014 perf: 0.74%, Last 12 Months: 6.20%
Kentgrove Capital Fund: December 2014 perf: -6.20%, Last 12 Months: -13.05%
SGH ICE: December 2014 perf: 0.95%, Last 12 Months: 14.01%
SGH Wholesale Property Income Fund : December 2014 perf: 3.25%, Last 12 Months: 22.68%
Blackrock Global Allocation Fund (Class D): December 2014 perf: -0.55%, Last 12 Months: 8.19%
Optimal Japan Trust AUD: December 2014 perf: 1.32%, Last 12 Months: 1.88%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: December 2014 perf: -0.86%, Last 12 Months: 13.88%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: December 2014 perf: 2.09%, Last 12 Months: 15.73%
Avenir Value Fund: December 2014 perf: -4.42%, Last 12 Months: 4.19%
Schroders Global Active Value Fund: December 2014 perf: 2.44%, Last 12 Months: 9.77%
Watermark Market Neutral Fund Ltd (LIC): December 2014 perf: -1.10%, Last 12 Months: -2.37%
Trafalgar Copley Fund: December 2014 perf: 10.98%, Last 12 Months: 12.88%
Fermat ILS Yield Fund: December 2014 perf: 0.20%, Last 12 Months: 7.74%
The Paragon Fund: December 2014 perf: -0.50%, Last 12 Months: 16.09%
Laminar Credit Opportunities Fund: December 2014 perf: 0.64%, Last 12 Months: 9.04%
Aberdeen Actively Hedged International Equities Fund: December 2014 perf: 1.26%, Last 12 Months: 9.88%
Aberdeen Australian Equities Fund: December 2014 perf: 2.43%, Last 12 Months: 6.46%
Australian Small Companies Fund: December 2014 perf: 2.89%, Last 12 Months: 11.88%
Aberdeen China Opportunities Fund: December 2014 perf: 1.71%, Last 12 Months: 7.39%
Aberdeen Financials Fund: December 2014 perf: 2.42%, Last 12 Months: 8.13%
Aberdeen International Equity Fund : December 2014 perf: 1.21%, Last 12 Months: 9.69%
Aberdeen Fully Hedged International Equities Fund: December 2014 perf: -1.96%, Last 12 Months: 7.09%
Alphinity Wh Australian Share Fund: December 2014 perf: 2.20%, Last 12 Months: 0.00%
Cor Capital Fund: December 2014 perf: 1.93%, Last 12 Months: 5.35%
Celeste Australian Small Companies Fund: December 2014 perf: -0.90%, Last 12 Months: -17.86%
The Montgomery Fund: December 2014 perf: 0.74%, Last 12 Months: 10.42%
Bennelong Alpha 200 Fund: December 2014 perf: -0.13%, Last 12 Months: 2.26%
Forager International Shares Fund: December 2014 perf: 3.63%, Last 12 Months: 3.51%
Terra Natural Resources Fund : December 2014 perf: 0.00%, Last 12 Months: -4.35%
UBS Dynamic Alpha Strategy: December 2014 perf: -0.57%, Last 12 Months: 7.57%
Standard Life Investments Global Absolute Return Strategies Trust: December 2014 perf: 0.02%, Last 12 Months: 8.45%
Quay Global Real Estate Fund: December 2014 perf: 5.40%, Last 12 Months: 0.00%
Qato Capital Market Neutral Long/Short Fund: December 2014 perf: 5.80%, Last 12 Months: 0.00%
Allard Investment Fund: December 2014 perf: 2.60%, Last 12 Months: 16.93%

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

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AFM INDEX»

Fund TypeNovemberDecemberYTD12 Month% Reported
All
0.84%
1.77%
7.92%
7.92%
76.00%
Equity Based Funds
0.73%
2.24%
8.91%
8.91%
80.00%
Non Equity Based Funds
1.07%
0.59%
5.83%
5.83%
69.00%
Fund of Funds
0.24%
-0.12%
3.01%
3.01%
53.00%
Single Funds
0.92%
1.91%
8.55%
8.55%
79.00%
ASX200 Acc
-3.25%
2.06%
5.61%
5.61%
-

Latest News»

»
«
28 Jan 2015 - Fund Review: Optimal Australia...
Australian Fund Monitors
Since inception the Fund has return of 9.23%, compared to the ASX200 Accumulation Index of 5.45%. The Fund has a very low volatility of 3.56% since inception compared to 14.52% for the...
28 Jan 2015 - Pengana Absolute Return Asia Pacific...
Australian Fund Monitors
Pengana Absolute Return Asia Pacific Fund returned 0.74% in December and 6.20% for the year (ASX200 Accum 5.61%) with a volatility of 2.79% and a Sharpe ratio of 1.29.
27 Jan 2015 - Fund Review: Bennelong Kardinia...
Australian Fund Monitors
The Bennelong Kardinia Absolute Return Fund returned 1.53% compared 0.21% for ASX200 Accumulation Index. Since inception the fund has had an annualised return of 13.10% compared to 4.51%...
27 Jan 2015 - The Paragon Fund
Australian Fund Monitors
The Paragon Fund returned -0.50% (ASX 200 Accum 2.06%) during December with annual returns at 16.09% (Index 5.61%) with a volatility 15.16% (Index 10.95%).
27 Jan 2015 - 2015 Market Outlook: Looking Forward,...
Australian Fund Monitors
Thursday 12 February 2015, AFM in conjunction with Deloitte are pleased to offer a lunch time presentation from 4 leading Australian Fund Managers.
27 Jan 2015 - Fund Review: Insync Global Titans...
Australian Fund Monitors
The Fund's unit price increased by 2.57% in December with 12 month return at 10.40% compared to the ASX200 Accum 5.61%. The broad thesis behind the Fund's strategy and portfolio...
View All News »

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