Fund Monitors Pty Ltd

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© Copyright 2015
Printed: 02 April 2015 12:07 AM
Allard Investment Fund: February 2015 perf: -0.20%, Last 12 Months: 24.23%
Cadence Capital Limited: February 2015 perf: 5.83%, Last 12 Months: 11.00%
Aurora Fortitude Absolute Return Fund: February 2015 perf: 0.75%, Last 12 Months: 0.48%
Bennelong Kardinia Absolute Return Fund: February 2015 perf: 1.90%, Last 12 Months: 8.77%
K2 Asian Absolute Return Fund: February 2015 perf: 2.23%, Last 12 Months: 17.24%
K2 Australian Absolute Return Fund: February 2015 perf: 6.25%, Last 12 Months: 13.75%
K2 Select International Absolute Return Fund: February 2015 perf: 4.23%, Last 12 Months: 13.87%
Macquarie Asian Alpha Fund (Cayman) - Class A USD: February 2015 perf: -1.75%, Last 12 Months: 7.69%
NAOS Long Short Equities Fund: February 2015 perf: 2.13%, Last 12 Months: 7.55%
NAOS Emerging Companies Long Short Equities Fund: February 2015 perf: 5.30%, Last 12 Months: -17.85%
OC Dynamic Equity Fund: February 2015 perf: 7.60%, Last 12 Months: 9.01%
Platinum Asia Fund: February 2015 perf: 1.15%, Last 12 Months: 35.26%
Platinum Japan Fund - AUD: February 2015 perf: 5.52%, Last 12 Months: 29.62%
Platypus Australian Equity Fund: February 2015 perf: 6.83%, Last 12 Months: 15.20%
Blue Sky SRA Alliance Fund - IS 4 Fund: February 2015 perf: 0.33%, Last 12 Months: 4.46%
PM CAPITAL Global Companies Fund: February 2015 perf: 2.27%, Last 12 Months: 17.85%
PM CAPITAL Australian Companies Fund: February 2015 perf: 1.77%, Last 12 Months: 9.22%
PM CAPITAL Enhanced Yield Fund: February 2015 perf: 1.12%, Last 12 Months: 3.98%
Antares High Growth Shares Fund: February 2015 perf: 6.60%, Last 12 Months: 18.40%
Premier Global Select Fund: February 2015 perf: 4.25%, Last 12 Months: 11.98%
Regal Atlantic Absolute Return Fund: February 2015 perf: 20.75%, Last 12 Months: 57.23%
WAM Capital Ltd: February 2015 perf: 5.50%, Last 12 Months: 13.73%
WaveStone Capital Absolute Return Fund: February 2015 perf: 4.48%, Last 12 Months: 11.51%
Agora Absolute Return Fund II: February 2015 perf: 8.13%, Last 12 Months: 14.66%
Elstree Enhanced Income Fund: February 2015 perf: 0.93%, Last 12 Months: 5.26%
Elstree Australian Enhanced Income Fund: February 2015 perf: 0.93%, Last 12 Months: 5.47%
Platinum International Fund: February 2015 perf: 3.39%, Last 12 Months: 15.07%
Platinum Unhedged Fund: February 2015 perf: 4.21%, Last 12 Months: 13.66%
Platinum European Fund: February 2015 perf: 4.58%, Last 12 Months: 1.02%
Platinum International Brands Fund: February 2015 perf: 2.90%, Last 12 Months: 11.78%
Platinum International Health Care Fund: February 2015 perf: 3.33%, Last 12 Months: 18.30%
Platinum International Technology Fund: February 2015 perf: 3.30%, Last 12 Months: 12.58%
Macquarie Alpha Opportunities Fund: February 2015 perf: 7.21%, Last 12 Months: 23.68%
Regal Tasman Market Neutral Fund: February 2015 perf: 4.56%, Last 12 Months: 16.70%
AUI Wingate Global Equity Fund (Foundation Units): February 2015 perf: 3.46%, Last 12 Months: 13.89%
Aurora Dividend Income Trust: February 2015 perf: 3.60%, Last 12 Months: 0.56%
Aurora Global Income Trust: February 2015 perf: 1.00%, Last 12 Months: 0.00%
Hyperion Australian Growth Companies Fund: February 2015 perf: 4.76%, Last 12 Months: 0.00%
Hyperion Small Growth Companies Fund: February 2015 perf: 6.89%, Last 12 Months: 0.00%
Select Real Return Fund: February 2015 perf: 1.30%, Last 12 Months: 5.14%
Select Listed Investments: February 2015 perf: 3.23%, Last 12 Months: 10.66%
Baker Steel Gold: February 2015 perf: 1.97%, Last 12 Months: 0.00%
Bennelong Long Short Equity Fund: February 2015 perf: 0.05%, Last 12 Months: -4.21%
Pengana Australian Equities Fund: February 2015 perf: 3.96%, Last 12 Months: 13.43%
Pengana Global Resources Fund: February 2015 perf: 6.50%, Last 12 Months: 5.63%
Pengana Emerging Companies Fund: February 2015 perf: 8.70%, Last 12 Months: 19.38%
WAM Active Ltd: February 2015 perf: 3.70%, Last 12 Months: 6.56%
WAM Research Ltd: February 2015 perf: 6.60%, Last 12 Months: 21.14%
Kaiser Trading Fund 2x: February 2015 perf: 1.14%, Last 12 Months: 11.88%
Denning Pryce Equity Income Fund: February 2015 perf: 5.54%, Last 12 Months: 8.16%
LHP Global Long/Short Fund (Retail): February 2015 perf: 0.99%, Last 12 Months: 5.96%
LHP Diversified Investments Fund (Retail): February 2015 perf: 1.45%, Last 12 Months: 8.78%
LHP Global Long/Short Fund (Wholesale): February 2015 perf: 1.01%, Last 12 Months: 6.31%
Prime Value Growth Fund: February 2015 perf: 5.90%, Last 12 Months: 9.75%
Prime Value Imputation Fund: February 2015 perf: 7.70%, Last 12 Months: 11.86%
Vaughan Nelson Global Small-Mid Cap Fund: February 2015 perf: 6.84%, Last 12 Months: 15.58%
Loomis Sayles Credit Opportunities Fund: February 2015 perf: 1.75%, Last 12 Months: 5.17%
Loomis Sayles Senior Loan Fund : February 2015 perf: 1.63%, Last 12 Months: 4.48%
Macquarie Winton Global Alpha Fund: February 2015 perf: 0.05%, Last 12 Months: 20.81%
Kapstream Absolute Return Income Fund: February 2015 perf: 0.36%, Last 12 Months: 4.57%
Optimal Japan Absolute Long Fund: February 2015 perf: 8.82%, Last 12 Months: 17.63%
Allard Growth Fund (USD): February 2015 perf: 0.20%, Last 12 Months: 10.53%
OC Concentrated Equity Fund: February 2015 perf: 7.50%, Last 12 Months: 18.72%
GMO Systematic Global Macro Trust - Class A: February 2015 perf: -1.13%, Last 12 Months: 10.88%
Ironbark Global Diversified Alternatives Fund: February 2015 perf: 1.41%, Last 12 Months: 8.15%
BT Total Return Fund: February 2015 perf: -0.39%, Last 12 Months: 5.21%
Colonial First State Wh Global Resources Tactical Fund: February 2015 perf: 2.57%, Last 12 Months: -6.94%
Signature Quantitative Fund: February 2015 perf: -1.30%, Last 12 Months: 12.06%
Kohinoor Series Three Fund USD: February 2015 perf: -1.56%, Last 12 Months: -1.04%
Jaguar Australian Leaders Long Short Unit Trust: February 2015 perf: -0.14%, Last 12 Months: -2.70%
Macquarie Asian Alpha Fund (Australian Fund): February 2015 perf: -2.18%, Last 12 Months: 10.10%
SGH Absolute Return Trust (Wholesale): February 2015 perf: 6.16%, Last 12 Months: 3.37%
Blue Sky SRA Alliance Fund - IS 9 Fund: February 2015 perf: 1.35%, Last 12 Months: 13.67%
Blue Sky Investment Science - IS 16E Fund: February 2015 perf: -5.40%, Last 12 Months: 31.93%
Optimal Australia Absolute Trust: February 2015 perf: -0.08%, Last 12 Months: -0.41%
QIC Global Fixed Interest Alpha Fund: February 2015 perf: 1.19%, Last 12 Months: 0.49%
The 36 South Cullinan Fund (EUR): February 2015 perf: 6.34%, Last 12 Months: -9.21%
TGM Global Macro AUD: February 2015 perf: -0.77%, Last 12 Months: 6.45%
Pengana Asia Special Events (Offshore) Fund: February 2015 perf: 0.60%, Last 12 Months: 0.32%
Regal Australian Long Short Equity Fund: February 2015 perf: 10.17%, Last 12 Months: 22.99%
Australian Leaders Fund: February 2015 perf: 1.00%, Last 12 Months: -6.84%
DDH Global Fixed Interest Alpha Fund: February 2015 perf: 1.12%, Last 12 Months: -2.27%
Smallco Investment Fund: February 2015 perf: 6.31%, Last 12 Months: 15.07%
WaveStone Dynamic Australian Equity Fund : February 2015 perf: 5.46%, Last 12 Months: 12.13%
Sandon Capital Activist Fund: February 2015 perf: 0.30%, Last 12 Months: 15.85%
90 West Global Basic Materials Fund: February 2015 perf: 2.97%, Last 12 Months: 22.64%
The Supervised Fund: February 2015 perf: 4.52%, Last 12 Months: 6.87%
Supervised High Yield Fund: February 2015 perf: 0.38%, Last 12 Months: 5.45%
Ellerston Australian Market Neutral Fund: February 2015 perf: 1.09%, Last 12 Months: 14.67%
Merricks Capital Soft Commodity Fund: February 2015 perf: 0.07%, Last 12 Months: 3.84%
Wilson HTM Priority Growth Fund: February 2015 perf: 14.43%, Last 12 Months: 8.20%
KIS Asia Long Short Fund : February 2015 perf: 0.09%, Last 12 Months: 1.50%
Arnhem Long Short Australian Equity Fund: February 2015 perf: 3.81%, Last 12 Months: 10.98%
PM CAPITAL Asian Companies Fund: February 2015 perf: 1.91%, Last 12 Months: 7.68%
Wilson HTM Priority Core Fund: February 2015 perf: 11.35%, Last 12 Months: 12.68%
Peters Macgregor Global Fund: February 2015 perf: 4.87%, Last 12 Months: 23.20%
Microequities Deep Value Microcap Fund: March 2015 perf: 2.13%, Last 12 Months: 12.35%
Aubrey Global Conviction Fund: February 2015 perf: 3.13%, Last 12 Months: 8.01%
Asia Alpha Fund: February 2015 perf: 1.00%, Last 12 Months: 8.37%
Threadneedle Global Equity Fund - unhedged: February 2015 perf: 3.77%, Last 12 Months: 15.94%
Arnhem Australian Equity Fund: February 2015 perf: 5.51%, Last 12 Months: 9.72%
Arnhem Concentrated Australian Equity Fund: February 2015 perf: 7.59%, Last 12 Months: 9.03%
GaveKal Asian Opportunities Fund: February 2015 perf: 0.77%, Last 12 Months: 27.04%
MGH Investment Fund Limited: February 2015 perf: 2.60%, Last 12 Months: 0.63%
Alpha Beta Asian Fund: February 2015 perf: 0.45%, Last 12 Months: 2.65%
AQR Wholesale Managed Futures Fund: February 2015 perf: -1.60%, Last 12 Months: 40.89%
Tribeca Alpha Plus Fund - Class A: February 2015 perf: 6.52%, Last 12 Months: 0.00%
Man AHL Alpha (AUD): February 2015 perf: -1.90%, Last 12 Months: 30.00%
AQR Wholesale DELTA Fund: February 2015 perf: -0.90%, Last 12 Months: 8.35%
Totus Alpha Fund: February 2015 perf: -0.20%, Last 12 Months: 16.82%
Candriam Alpha Dynamic Fund: February 2015 perf: 2.58%, Last 12 Months: 5.65%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: February 2015 perf: 5.10%, Last 12 Months: 16.04%
Ausbil Active Extension Fund - Wholesale: February 2015 perf: 6.36%, Last 12 Months: 7.64%
Aurora Absolute Return Fund: February 2015 perf: 0.76%, Last 12 Months: 1.65%
Solaris Core Australian Equity Fund (Performance Fee Option): February 2015 perf: 6.84%, Last 12 Months: 14.27%
Monash Absolute Investment Fund: February 2015 perf: 2.30%, Last 12 Months: 5.21%
Merlon Wholesale Australian Share Income Fund: February 2015 perf: 5.04%, Last 12 Months: 7.61%
Bentham Wholesale Global Income Fund: February 2015 perf: 1.41%, Last 12 Months: 0.00%
Bentham Wholesale High Yield Fund: February 2015 perf: 2.50%, Last 12 Months: 5.42%
Bentham Wholesale Syndicated Loan Fund: February 2015 perf: 1.76%, Last 12 Months: 5.22%
NovaPort Smaller Companies: February 2015 perf: 8.94%, Last 12 Months: 12.77%
Ardea Wholesale Australian Inflation Linked Bond Fund: February 2015 perf: 2.32%, Last 12 Months: 15.32%
Morphic Global Opportunities Fund: February 2015 perf: 3.08%, Last 12 Months: 25.66%
Zurich Global Equity Income Fund: February 2015 perf: 2.73%, Last 12 Months: -1.54%
Bennelong Avoca Emerging Leaders Fund: February 2015 perf: 7.49%, Last 12 Months: 2.73%
Bennelong Concentrated Australian Equities Fund: February 2015 perf: 8.34%, Last 12 Months: 16.35%
Bennelong Australian Equities Fund: February 2015 perf: 5.71%, Last 12 Months: 10.55%
Bennelong ex-20 Australian Equities Fund: February 2015 perf: 7.27%, Last 12 Months: 6.30%
Ausbil Australian Active Equity Fund: February 2015 perf: 7.09%, Last 12 Months: 11.73%
Perpetual Wholesale Industrial Fund: February 2015 perf: 5.80%, Last 12 Months: 18.19%
Ironbark Karara Australian Small Companies Fund: February 2015 perf: 9.46%, Last 12 Months: 9.81%
Magellan Global Fund: February 2015 perf: 5.51%, Last 12 Months: 23.43%
Smallco Broadcap Fund: February 2015 perf: 8.32%, Last 12 Months: 20.61%
Principal Global Opportunities Equity Fund: February 2015 perf: 3.61%, Last 12 Months: 17.49%
Perpetual Pure Equity Alpha Fund: February 2015 perf: 0.30%, Last 12 Months: 9.30%
Pimco EQT Wholesale Global Bond Fund: February 2015 perf: -0.19%, Last 12 Months: 11.40%
Samuel Terry Absolute Return Fund: February 2015 perf: 4.41%, Last 12 Months: 21.98%
KIS Asia Long Short Cayman Fund ($US): February 2015 perf: -0.11%, Last 12 Months: -1.72%
Whitehaven SPC Correlation Fund : February 2015 perf: 1.57%, Last 12 Months: 10.78%
Insync Global Titans Fund: February 2015 perf: 4.90%, Last 12 Months: 15.57%
Altius Bond Fund: February 2015 perf: 0.24%, Last 12 Months: 5.41%
Forager Australian Shares Fund: February 2015 perf: 3.38%, Last 12 Months: 5.04%
Legg Mason Australian Real Income Fund: February 2015 perf: 3.78%, Last 12 Months: 34.64%
Armytage Australian Equity Income Fund: February 2015 perf: 6.14%, Last 12 Months: 16.31%
Armytage Strategic Opportunities - Retail Class: February 2015 perf: 7.45%, Last 12 Months: 18.12%
Colonial First State Wholesale Equity Income : February 2015 perf: 4.83%, Last 12 Months: 9.81%
Investors Mutual Equity Income : February 2015 perf: 4.10%, Last 12 Months: 16.01%
36ONE Offshore Portfolio: February 2015 perf: 3.05%, Last 12 Months: 8.42%
36ONE Fund: February 2015 perf: 2.89%, Last 12 Months: 12.87%
36ONE Hedge Fund: February 2015 perf: 3.82%, Last 12 Months: 16.29%
Visium Global Fund: February 2015 perf: 1.02%, Last 12 Months: 1.16%
The 36 South Cullinan Fund (USD): February 2015 perf: 6.20%, Last 12 Months: -7.58%
Visium Institutional Partners Fund: February 2015 perf: 1.75%, Last 12 Months: -2.45%
Auscap Long Short Australian Equities Fund: February 2015 perf: 4.90%, Last 12 Months: 25.50%
GAM Absolute Return Bond Fund (AU): February 2015 perf: 1.06%, Last 12 Months: -0.88%
Pengana Absolute Return Asia Pacific Fund: February 2015 perf: 0.70%, Last 12 Months: 5.42%
Kentgrove Capital Fund: February 2015 perf: -0.05%, Last 12 Months: -1.09%
SGH ICE: February 2015 perf: 7.66%, Last 12 Months: 20.47%
SGH Wholesale Property Income Fund : February 2015 perf: 4.51%, Last 12 Months: 31.38%
Blackrock Global Allocation Fund (Class D): February 2015 perf: 2.88%, Last 12 Months: 12.37%
Optimal Japan Trust AUD: February 2015 perf: 6.35%, Last 12 Months: 14.21%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: February 2015 perf: 2.97%, Last 12 Months: 18.40%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: February 2015 perf: 2.48%, Last 12 Months: 23.14%
Avenir Value Fund: February 2015 perf: 7.80%, Last 12 Months: 5.43%
Schroders Global Active Value Fund: February 2015 perf: 4.86%, Last 12 Months: 18.07%
Watermark Market Neutral Fund Ltd (LIC): February 2015 perf: 0.66%, Last 12 Months: -5.55%
Trafalgar Copley Fund: February 2015 perf: -10.15%, Last 12 Months: 6.91%
Fermat ILS Yield Fund: February 2015 perf: 0.28%, Last 12 Months: 7.40%
The Paragon Fund: February 2015 perf: 3.60%, Last 12 Months: 20.69%
Laminar Credit Opportunities Fund: February 2015 perf: 0.58%, Last 12 Months: 8.98%
Aberdeen Actively Hedged International Equities Fund: February 2015 perf: 3.77%, Last 12 Months: 18.23%
Aberdeen Australian Equities Fund: February 2015 perf: 8.34%, Last 12 Months: 16.35%
Australian Small Companies Fund: February 2015 perf: 7.19%, Last 12 Months: 18.08%
Aberdeen China Opportunities Fund: February 2015 perf: 0.96%, Last 12 Months: 20.63%
Aberdeen Financials Fund: February 2015 perf: 8.99%, Last 12 Months: 20.12%
Aberdeen International Equity Fund : February 2015 perf: 3.82%, Last 12 Months: 17.85%
Aberdeen Fully Hedged International Equities Fund: February 2015 perf: 4.62%, Last 12 Months: 11.74%
Atlantic Pacific Australian Equity Fund: February 2015 perf: 5.60%, Last 12 Months: 22.32%
Cor Capital Fund: February 2015 perf: 0.56%, Last 12 Months: 6.68%
Celeste Australian Small Companies Fund: February 2015 perf: 6.50%, Last 12 Months: -11.09%
The Montgomery Fund: February 2015 perf: 7.50%, Last 12 Months: 18.15%
Montgomery (Private) Fund: March 2015 perf: 1.85%, Last 12 Months: 15.92%
Forager International Shares Fund: February 2015 perf: 3.59%, Last 12 Months: 5.13%
Terra Natural Resources Fund : February 2015 perf: 11.70%, Last 12 Months: -12.00%
Ausbil MicroCap Fund: February 2015 perf: 10.93%, Last 12 Months: 16.40%
UBS Dynamic Alpha Strategy: February 2015 perf: 1.22%, Last 12 Months: 9.67%
Standard Life Investments Global Absolute Return Strategies Trust: February 2015 perf: 2.49%, Last 12 Months: 12.90%
Quay Global Real Estate Fund: February 2015 perf: -1.50%, Last 12 Months: 0.00%
Qato Capital Market Neutral Long/Short Fund: February 2015 perf: -1.87%, Last 12 Months: 0.00%
Millinium MSF Australian Equities : February 2015 perf: 3.77%, Last 12 Months: 20.46%
Allard Investment Fund: February 2015 perf: -0.20%, Last 12 Months: 24.23%

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 TypeJanuaryFebruaryYTD12 Month% Reported
All
2.31%
2.60%
4.96%
10.60%
93.00%
Equity Based Funds
2.18%
3.42%
5.68%
11.51%
96.00%
Non Equity Based Funds
2.62%
0.73%
3.37%
8.69%
87.00%
Fund of Funds
1.53%
0.63%
2.16%
5.02%
106.00%
Single Funds
2.42%
2.86%
5.35%
11.45%
91.00%
ASX200 Acc
3.28%
6.89%
10.39%
14.53%
-

Latest News»

»
«
02 Apr 2015 - Insync Global Titans Fund
Australian Fund Monitors
Insync Global Titans Fund increased 4.9% in February bringing the Fund's prior 12 month performance to 15.57%.
01 Apr 2015 - Fund Review: Bennelong Long Short...
Australian Fund Monitors
Fund review available for Bennelong Long Short Fund which has over twelve year track record and annualised returns of 17.25%.
01 Apr 2015 - Allard Investment Fund
Australian Fund Monitors
Allard Investment Fund decreased 0.2% during February 2015, bringing the Fund's past twelve month performance to 24.23%.
31 Mar 2015 - Totus Alpha Fund
Australian Fund Monitors
Totus Alpha Fund was down slightly during February at -0.20% as performance from the Fund's long positions were cancelled out by the short positions.
30 Mar 2015 - Fund Review: Aurora Fortitude...
Australian Fund Monitors
Latest fund review now available for the Aurora Fortitude Absolute Return Fund, which has one of the most risk averse Key Performance Statistics of any fund in AFM's database. CPD Points...
30 Mar 2015 - Auscap Long Short Australian...
Australian Fund Monitors
Auscap Long Short Australian Equities Fund recorded a return of 4.90% in February with the annual return of 37.91% per annum and a volatility of 10.17%.
View All News »

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