Fund Monitors Pty Ltd

www.fundmonitors.com
© Copyright 2014
Printed: 23 December 2014 12:22 AM
Allard Investment Fund: November 2014 perf: 3.40%, Last 12 Months: 13.96%
Cadence Capital Limited: November 2014 perf: -1.68%, Last 12 Months: 3.04%
Aurora Fortitude Absolute Return Fund: November 2014 perf: 0.38%, Last 12 Months: 2.22%
Bennelong Kardinia Absolute Return Fund: November 2014 perf: 1.13%, Last 12 Months: 5.33%
K2 Asian Absolute Return Fund: November 2014 perf: 2.46%, Last 12 Months: 6.51%
K2 Australian Absolute Return Fund: November 2014 perf: -0.83%, Last 12 Months: 4.16%
K2 Select International Absolute Return Fund: November 2014 perf: 4.13%, Last 12 Months: 7.42%
Kaiser Trading Fund: November 2014 perf: 2.56%, Last 12 Months: 0.20%
NAOS Long Short Equities Fund: November 2014 perf: -5.16%, Last 12 Months: 9.44%
NAOS Emerging Companies Long Short Equities Fund: November 2014 perf: -2.28%, Last 12 Months: -7.63%
OC Dynamic Equity Fund: November 2014 perf: 0.30%, Last 12 Months: 5.35%
Platinum Asia Fund: November 2014 perf: 4.70%, Last 12 Months: 18.40%
Platinum Japan Fund - AUD: November 2014 perf: 5.54%, Last 12 Months: 9.94%
Platypus Australian Equity Fund: November 2014 perf: -1.51%, Last 12 Months: 6.84%
PM CAPITAL Global Companies Fund: November 2014 perf: 5.20%, Last 12 Months: 16.92%
PM CAPITAL Australian Companies Fund: November 2014 perf: -2.00%, Last 12 Months: 3.48%
PM CAPITAL Enhanced Yield Fund: November 2014 perf: 0.00%, Last 12 Months: 4.07%
Antares High Growth Shares Fund: November 2014 perf: -1.80%, Last 12 Months: 5.65%
Premier Global Select Fund: November 2014 perf: 1.07%, Last 12 Months: 4.19%
Regal Atlantic Absolute Return Fund: November 2014 perf: 0.17%, Last 12 Months: 52.49%
WAM Capital Ltd: November 2014 perf: 0.60%, Last 12 Months: 9.60%
Agora Absolute Return Fund II: November 2014 perf: -3.75%, Last 12 Months: 4.46%
Platinum International Fund: November 2014 perf: 5.24%, Last 12 Months: 9.55%
Platinum Unhedged Fund: November 2014 perf: 4.34%, Last 12 Months: 9.12%
Platinum International Brands Fund: November 2014 perf: 3.04%, Last 12 Months: 2.88%
Platinum International Health Care Fund: November 2014 perf: 5.99%, Last 12 Months: 15.12%
Platinum International Technology Fund: November 2014 perf: 4.65%, Last 12 Months: 12.47%
Regal Tasman Market Neutral Fund: November 2014 perf: 0.64%, Last 12 Months: 27.24%
AUI Wingate Global Equity Fund (Foundation Units): November 2014 perf: 3.20%, Last 12 Months: 11.76%
Baker Steel Gold: November 2014 perf: 0.85%, Last 12 Months: -20.36%
Bennelong Long Short Equity Fund: November 2014 perf: 3.12%, Last 12 Months: -6.76%
Pengana Australian Equities Fund: November 2014 perf: 0.02%, Last 12 Months: 5.62%
Pengana Global Resources Fund: November 2014 perf: -1.30%, Last 12 Months: 4.60%
Pengana Emerging Companies Fund: November 2014 perf: -0.40%, Last 12 Months: 12.00%
WAM Active Ltd: November 2014 perf: 0.30%, Last 12 Months: 5.68%
WAM Research Ltd: November 2014 perf: 1.10%, Last 12 Months: 14.54%
Kaiser Trading Fund 2x: November 2014 perf: 5.30%, Last 12 Months: 1.67%
Denning Pryce Equity Income Fund: November 2014 perf: -3.39%, Last 12 Months: -1.90%
LHP Global Long/Short Fund (Retail): November 2014 perf: 1.35%, Last 12 Months: 8.18%
LHP Diversified Investments Fund (Retail): November 2014 perf: 1.34%, Last 12 Months: 12.97%
LHP Global Long/Short Fund (Wholesale): November 2014 perf: 1.37%, Last 12 Months: 8.57%
Prime Value Growth Fund: November 2014 perf: -3.80%, Last 12 Months: 1.69%
Prime Value Imputation Fund: November 2014 perf: -3.20%, Last 12 Months: 1.91%
Apostle Loomis Sayles Credit Opportunities Fund: November 2014 perf: 0.42%, Last 12 Months: 5.72%
Apostle Loomis Sayles Senior Loan Fund : November 2014 perf: 0.75%, Last 12 Months: 4.73%
Macquarie Winton Global Alpha Fund: November 2014 perf: 5.65%, Last 12 Months: 16.94%
Kapstream Absolute Return Income Fund: November 2014 perf: 0.41%, Last 12 Months: 4.50%
Optimal Japan Absolute Long Fund: November 2014 perf: 3.38%, Last 12 Months: 1.58%
Allard Growth Fund (USD): November 2014 perf: 0.40%, Last 12 Months: 6.14%
OC Concentrated Equity Fund: November 2014 perf: 1.10%, Last 12 Months: 16.13%
GMO Systematic Global Macro Trust - Class A: November 2014 perf: 2.13%, Last 12 Months: 5.58%
BT Total Return Fund: November 2014 perf: 1.60%, Last 12 Months: 2.94%
Kohinoor Series Three Fund USD: November 2014 perf: 2.25%, Last 12 Months: -2.34%
Macquarie Asian Alpha Fund (Australian Fund): November 2014 perf: 2.17%, Last 12 Months: 14.65%
SGH Absolute Return Trust (Wholesale): November 2014 perf: 0.18%, Last 12 Months: -1.12%
Optimal Australia Absolute Trust: November 2014 perf: -0.53%, Last 12 Months: 5.41%
QIC Global Fixed Interest Alpha Fund: November 2014 perf: -2.36%, Last 12 Months: 2.41%
Pengana Asia Special Events (Offshore) Fund: November 2014 perf: 0.40%, Last 12 Months: 2.74%
Regal Australian Long Short Equity Fund: November 2014 perf: -3.03%, Last 12 Months: 14.32%
DDH Global Fixed Interest Alpha Fund: November 2014 perf: -2.36%, Last 12 Months: -0.25%
Smallco Investment Fund: November 2014 perf: 0.45%, Last 12 Months: 13.57%
Sandon Capital Activist Fund: November 2014 perf: 1.00%, Last 12 Months: 16.66%
90 West Global Basic Materials Fund: November 2014 perf: 1.80%, Last 12 Months: 22.05%
Supervised High Yield Fund: November 2014 perf: 0.54%, Last 12 Months: 6.16%
Ellerston Australian Market Neutral Fund: November 2014 perf: 1.53%, Last 12 Months: 20.94%
Merricks Capital Soft Commodity Fund: November 2014 perf: -0.55%, Last 12 Months: 4.77%
Wilson HTM Priority Growth Fund: November 2014 perf: -3.62%, Last 12 Months: -12.60%
KIS Asia Long Short Fund : November 2014 perf: 0.79%, Last 12 Months: 4.43%
Arnhem Long Short Australian Equity Fund: November 2014 perf: -1.95%, Last 12 Months: 3.01%
PM CAPITAL Asian Companies Fund: November 2014 perf: 3.30%, Last 12 Months: 6.63%
Merricks Capital Long Short Equity Strategy: November 2014 perf: 3.02%, Last 12 Months: 6.12%
Wilson HTM Priority Core Fund: November 2014 perf: -3.32%, Last 12 Months: -3.48%
Microequities Deep Value Microcap Fund: November 2014 perf: -3.80%, Last 12 Months: 9.33%
Aubrey Global Conviction Fund: November 2014 perf: 5.56%, Last 12 Months: 4.93%
Threadneedle Global Equity Fund - hedged: November 2014 perf: 3.72%, Last 12 Months: 9.44%
Arnhem Australian Equity Fund: November 2014 perf: -2.65%, Last 12 Months: 1.89%
Arnhem Concentrated Australian Equity Fund: November 2014 perf: -2.53%, Last 12 Months: 1.11%
GaveKal Asian Opportunities Fund: November 2014 perf: 5.63%, Last 12 Months: 12.28%
MGH Investment Fund Limited: November 2014 perf: -0.20%, Last 12 Months: 2.76%
Alpha Beta Asian Fund: November 2014 perf: 2.10%, Last 12 Months: 6.18%
Tribeca Alpha Plus Fund - Class A: November 2014 perf: -0.97%, Last 12 Months: 6.12%
EIM Emerging Resources Company Share Fund: November 2014 perf: -6.45%, Last 12 Months: -23.00%
Pengana Australian Equities Market Neutral Fund: November 2014 perf: 0.20%, Last 12 Months: -6.78%
Totus Alpha Fund: November 2014 perf: 6.14%, Last 12 Months: 15.05%
Candriam Alpha Dynamic Fund: November 2014 perf: 1.13%, Last 12 Months: 5.46%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: November 2014 perf: -2.05%, Last 12 Months: 10.48%
Ausbil Active Extension Fund - Wholesale: November 2014 perf: -4.12%, Last 12 Months: -0.55%
Solaris Core Australian Equity Fund (Performance Fee Option): November 2014 perf: -2.49%, Last 12 Months: 5.73%
Solaris High Alpha Australian Equity Fund: November 2014 perf: -2.67%, Last 12 Months: 5.29%
Monash Absolute Investment Fund: November 2014 perf: -1.30%, Last 12 Months: 4.08%
Merlon Wholesale Australian Share Income Fund: November 2014 perf: -2.74%, Last 12 Months: 2.11%
Bentham Wholesale Global Income Fund: November 2014 perf: 0.18%, Last 12 Months: 5.36%
Bentham Wholesale Syndicated Loan Fund: November 2014 perf: 0.44%, Last 12 Months: 6.41%
NovaPort Smaller Companies: November 2014 perf: -2.70%, Last 12 Months: 8.56%
Nanuk Global Alpha Fund: November 2014 perf: -0.26%, Last 12 Months: -3.98%
Morphic Global Opportunities Fund: November 2014 perf: 5.24%, Last 12 Months: 15.35%
Zurich Global Equity Income Fund: November 2014 perf: -3.45%, Last 12 Months: -0.97%
Bennelong Avoca Emerging Leaders Fund: November 2014 perf: -2.97%, Last 12 Months: -5.20%
Bennelong Concentrated Australian Equities Fund: November 2014 perf: 1.99%, Last 12 Months: 5.48%
Bennelong Australian Equities Fund: November 2014 perf: -1.21%, Last 12 Months: 1.06%
Bennelong ex-20 Australian Equities Fund: November 2014 perf: -1.18%, Last 12 Months: 0.62%
Perpetual Wholesale Industrial Fund: November 2014 perf: -1.50%, Last 12 Months: 7.45%
Ironbark Karara Australian Small Companies Fund: November 2014 perf: -2.97%, Last 12 Months: 4.89%
Magellan Global Fund: November 2014 perf: 8.00%, Last 12 Months: 15.58%
Smallco Broadcap Fund: November 2014 perf: -0.91%, Last 12 Months: 13.82%
Principal Global Opportunities Equity Fund: November 2014 perf: 4.56%, Last 12 Months: 16.00%
Perpetual Pure Equity Alpha Fund: November 2014 perf: 0.21%, Last 12 Months: 10.32%
Pimco EQT Wholesale Global Bond Fund: November 2014 perf: 1.20%, Last 12 Months: 10.20%
KIS Asia Long Short Cayman Fund ($US): November 2014 perf: 0.45%, Last 12 Months: 1.08%
Whitehaven SPC Correlation Fund : November 2014 perf: 0.50%, Last 12 Months: 8.74%
Insync Global Titans Fund: November 2014 perf: 5.70%, Last 12 Months: 12.91%
Altius Bond Fund: November 2014 perf: 0.44%, Last 12 Months: 5.78%
Forager Australian Shares Fund: November 2014 perf: -0.21%, Last 12 Months: 3.79%
Legg Mason Australian Real Income Fund: November 2014 perf: 1.01%, Last 12 Months: 23.29%
Colonial First State Wholesale Equity Income : November 2014 perf: -2.08%, Last 12 Months: 1.95%
Investors Mutual Equity Income : November 2014 perf: -2.30%, Last 12 Months: 10.94%
Northward Equity Income: November 2014 perf: -2.36%, Last 12 Months: 2.42%
36ONE Offshore Portfolio: November 2014 perf: -0.07%, Last 12 Months: 5.61%
36ONE Fund: November 2014 perf: 0.11%, Last 12 Months: 10.27%
36ONE Hedge Fund: November 2014 perf: 0.22%, Last 12 Months: 12.85%
Visium Global Fund: November 2014 perf: 0.91%, Last 12 Months: 0.23%
Visium Institutional Partners Fund: November 2014 perf: -2.86%, Last 12 Months: -3.45%
Auscap Long Short Australian Equities Fund: November 2014 perf: -0.43%, Last 12 Months: 25.78%
Pengana Absolute Return Asia Pacific Fund: November 2014 perf: 0.98%, Last 12 Months: 6.71%
Kentgrove Capital Fund: November 2014 perf: -4.77%, Last 12 Months: -6.45%
MCG K2 Absolute Return Strategies Fund Class A: November 2014 perf: -0.02%, Last 12 Months: 3.48%
SGH ICE: November 2014 perf: -0.04%, Last 12 Months: 13.41%
SGH Wholesale Property Income Fund : November 2014 perf: -0.51%, Last 12 Months: 17.96%
Blackrock Global Allocation Fund (Class D): November 2014 perf: 2.35%, Last 12 Months: 10.33%
Optimal Japan Trust AUD: November 2014 perf: 2.37%, Last 12 Months: 2.13%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: November 2014 perf: 2.97%, Last 12 Months: 16.52%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: November 2014 perf: 4.99%, Last 12 Months: 17.64%
The Paragon Fund: November 2014 perf: -3.10%, Last 12 Months: 16.72%
Laminar Credit Opportunities Fund: November 2014 perf: 0.64%, Last 12 Months: 9.13%
Aberdeen Actively Hedged International Equities Fund: November 2014 perf: 2.65%, Last 12 Months: 11.87%
Aberdeen Australian Equities Fund: November 2014 perf: -2.98%, Last 12 Months: 3.07%
Australian Small Companies Fund: November 2014 perf: -1.33%, Last 12 Months: 10.42%
Aberdeen China Opportunities Fund: November 2014 perf: 1.19%, Last 12 Months: 4.79%
Aberdeen Financials Fund: November 2014 perf: -1.77%, Last 12 Months: 2.72%
Aberdeen International Equity Fund : November 2014 perf: 2.52%, Last 12 Months: 11.79%
Aberdeen Fully Hedged International Equities Fund: November 2014 perf: 0.46%, Last 12 Months: 10.43%
Alphinity Wh Australian Share Fund: November 2014 perf: -3.15%, Last 12 Months: 0.00%
Cor Capital Fund: November 2014 perf: 0.48%, Last 12 Months: 3.13%
Celeste Australian Small Companies Fund: November 2014 perf: -6.58%, Last 12 Months: 0.00%
The Montgomery Fund: November 2014 perf: -1.08%, Last 12 Months: 10.50%
Bennelong Alpha 200 Fund: November 2014 perf: 5.08%, Last 12 Months: 0.00%
Forager International Shares Fund: November 2014 perf: 2.43%, Last 12 Months: 2.70%
Terra Natural Resources Fund : November 2014 perf: -9.60%, Last 12 Months: -10.62%
UBS Dynamic Alpha Strategy: November 2014 perf: 1.35%, Last 12 Months: 8.92%
Standard Life Investments Global Absolute Return Strategies Trust: November 2014 perf: 1.28%, Last 12 Months: 9.37%
Quay Global Real Estate Fund: November 2014 perf: 5.10%, Last 12 Months: 0.00%
Allard Investment Fund: November 2014 perf: 3.40%, Last 12 Months: 13.96%

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»

Funds Found

close

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

Results will appear automatically, select "View Table" to see the results.

Register

REGISTER for FREE access to AFM's general industry information, performance data and to preview a comprehensive range of information provided on Absolute Return, Hedge Funds and Alternative Investments in Australia.

Premium content is available to paid SUBSCRIBERS.

 

AFM INDEX»

Fund TypeOctoberNovemberYTD12 Month% Reported
All
0.49%
0.61%
5.43%
6.78%
72.00%
Equity Based Funds
0.59%
0.65%
6.28%
7.77%
77.00%
Non Equity Based Funds
0.25%
0.49%
3.81%
4.90%
63.00%
Fund of Funds
-0.06%
-0.25%
2.32%
3.50%
67.00%
Single Funds
0.55%
0.70%
5.89%
7.26%
73.00%
ASX200 Acc
4.43%
-3.25%
3.48%
4.30%
-

Latest News»

»
«
19 Dec 2014 - Hedge Clippings
Australian Fund Monitors
This is the last edition of Hedge Clippings for 2014, but rest assured (or should that "be afraid"?) that, barring unforeseen circumstances, we will return in 2015. Although our offices...
19 Dec 2014 - Insync Global Titans Fund
Australian Fund Monitors
In a difficult month for equities the Insync Global Titans Fund returned 5.67%, bringing 12 month returns 12.88% with volatility 8.87%.
19 Dec 2014 - Alpha Beta Asian Fund
Australian Fund Monitors
Alpha Beta Asian Fund returned 2.10% during November with annual performance of 6.18% with a volatility of 4.31%.
19 Dec 2014 - Fund In Focus - Morphic Global...
Chris Gosselin, Australian Fund Monitors
Jack Lowenstein, the Joint CIO of the Morphic Global Opportunities Fund discusses the Fund's performance in November 2014 and condition of the market.
18 Dec 2014 - Aurora Fortitude Absolute Return Fund
Australian Fund Monitors
Aurora Fortitude Absolute Return Fund returned 0.38% during November and 2.22% for the previous 12 months with a volatility of 1.07%.
18 Dec 2014 - 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.
View All News »

Featured Fund