Fund Monitors Pty Ltd

www.fundmonitors.com
© Copyright 2014
Printed: 24 September 2014 2:21 AM
Allard Investment Fund: August 2014 perf: 0.40%, Last 12 Months: 9.35%
Aurora Fortitude Absolute Return Fund: August 2014 perf: 0.30%, Last 12 Months: 3.56%
Bennelong Kardinia Absolute Return Fund: August 2014 perf: 0.56%, Last 12 Months: 6.60%
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: August 2014 perf: 3.62%, Last 12 Months: -1.74%
NAOS Long Short Equities Fund: August 2014 perf: 1.48%, Last 12 Months: 32.40%
NAOS Emerging Companies Long Short Equities Fund: August 2014 perf: 1.29%, Last 12 Months: 14.04%
Platinum Asia Fund: August 2014 perf: 0.66%, Last 12 Months: 23.09%
Platinum Japan Fund - AUD: August 2014 perf: -1.76%, Last 12 Months: 13.11%
Access SRA Fund - SRA 4 Portfolio: August 2014 perf: 0.57%, Last 12 Months: 4.73%
PM CAPITAL Absolute Performance Fund AUD: August 2014 perf: 1.70%, Last 12 Months: 11.81%
PM CAPITAL Australian Opportunities Fund AUD: August 2014 perf: 1.20%, Last 12 Months: 10.75%
PM CAPITAL Enhanced Yield Fund: August 2014 perf: 0.20%, Last 12 Months: 5.01%
Antares High Growth Shares Fund: August 2014 perf: 0.86%, Last 12 Months: 12.99%
Premier Global Select Fund: August 2014 perf: 0.32%, Last 12 Months: 7.18%
Regal Atlantic Absolute Return Fund: August 2014 perf: 10.57%, Last 12 Months: 95.95%
Select Alternatives Portfolio: August 2014 perf: 0.35%, Last 12 Months: 4.42%
WAM Capital Ltd: August 2014 perf: 3.00%, Last 12 Months: 16.31%
WaveStone Capital Absolute Return Fund: August 2014 perf: 1.04%, Last 12 Months: 12.02%
Agora Absolute Return Fund II: August 2014 perf: 0.21%, Last 12 Months: 12.69%
Platinum International Fund: August 2014 perf: -0.68%, Last 12 Months: 12.35%
Platinum Unhedged Fund: August 2014 perf: 0.41%, Last 12 Months: 16.24%
Platinum European Fund: August 2014 perf: -1.30%, Last 12 Months: 3.20%
Platinum International Brands Fund: August 2014 perf: -0.05%, Last 12 Months: 5.63%
Platinum International Health Care Fund: August 2014 perf: 0.88%, Last 12 Months: 11.21%
Platinum International Technology Fund: August 2014 perf: 0.57%, Last 12 Months: 15.03%
Macquarie Alpha Opportunities Fund: August 2014 perf: 0.49%, Last 12 Months: 17.44%
Regal Tasman Market Neutral Fund: August 2014 perf: 2.09%, Last 12 Months: 30.84%
CSAG Long Only Program: August 2014 perf: 0.04%, Last 12 Months: -5.31%
Select Defensive Portfolios: August 2014 perf: 0.44%, Last 12 Months: 3.21%
Select Growth: August 2014 perf: 0.42%, Last 12 Months: 3.28%
Baker Steel Gold: August 2014 perf: 2.34%, Last 12 Months: -17.34%
Bennelong Long Short Equity Fund: August 2014 perf: -1.56%, Last 12 Months: -1.11%
Pengana Australian Equities Fund: August 2014 perf: 1.55%, Last 12 Months: 8.20%
Pengana Global Resources Fund: August 2014 perf: -2.80%, Last 12 Months: 15.96%
Pengana Emerging Companies Fund: August 2014 perf: 4.90%, Last 12 Months: 21.94%
WAM Active Ltd: August 2014 perf: 0.80%, Last 12 Months: 14.91%
WAM Research Ltd: August 2014 perf: 5.30%, Last 12 Months: 18.57%
Kaiser Trading Fund 2x: August 2014 perf: 7.26%, Last 12 Months: -2.58%
Denning Pryce Equity Income Fund: August 2014 perf: 0.10%, Last 12 Months: 7.22%
LHP Global Long/Short Fund (Retail): August 2014 perf: 1.60%, Last 12 Months: 11.00%
LHP Diversified Investments Fund (Wholesale): August 2014 perf: 0.77%, Last 12 Months: 15.59%
LHP Diversified Investments Fund (Retail): August 2014 perf: 0.74%, Last 12 Months: 15.25%
LHP Global Long/Short Fund (Wholesale): August 2014 perf: 1.60%, Last 12 Months: 11.36%
Prime Value Growth Fund: August 2014 perf: 0.20%, Last 12 Months: 13.18%
Prime Value Imputation Fund: August 2014 perf: 1.40%, Last 12 Months: 14.16%
Apostle Global Small-Mid Cap Fund: August 2014 perf: 1.65%, Last 12 Months: 15.16%
Apostle Loomis Sayles Credit Opportunities Fund: August 2014 perf: 0.73%, Last 12 Months: 7.55%
Apostle Loomis Sayles Senior Loan Fund : August 2014 perf: 0.44%, Last 12 Months: 5.53%
Macquarie Winton Global Alpha Fund: August 2014 perf: 3.93%, Last 12 Months: 14.91%
Kapstream Absolute Return Income Fund: August 2014 perf: 0.31%, Last 12 Months: 4.98%
Optimal Japan Absolute Long Fund: August 2014 perf: -1.38%, Last 12 Months: 7.04%
Allard Growth Fund (USD): August 2014 perf: 0.80%, Last 12 Months: 12.77%
GMO Systematic Global Macro Trust - Class A: August 2014 perf: 1.85%, Last 12 Months: 0.57%
BT Total Return Fund: August 2014 perf: 0.47%, Last 12 Months: 2.38%
Kohinoor Series Three Fund USD: August 2014 perf: -0.61%, Last 12 Months: -5.04%
SGH Absolute Return Trust (Wholesale): August 2014 perf: 1.42%, Last 12 Months: 5.53%
Access SRA Fund - SRA 9 Portfolio: August 2014 perf: 1.72%, Last 12 Months: 9.79%
Access SRA Fund - SRA 16 Portfolio: August 2014 perf: 3.38%, Last 12 Months: 4.03%
Optimal Australia Absolute Trust: August 2014 perf: 0.06%, Last 12 Months: 6.29%
QIC Global Fixed Interest Alpha Fund: August 2014 perf: 1.20%, Last 12 Months: 4.98%
The 36 South Cullinan Fund (EUR): August 2014 perf: -1.40%, Last 12 Months: -3.36%
TGM Global Macro AUD: August 2014 perf: -0.55%, Last 12 Months: 1.69%
Pengana Asia Special Events (Offshore) Fund: August 2014 perf: 0.50%, Last 12 Months: 4.97%
Regal Australian Long Short Equity Fund: August 2014 perf: 1.78%, Last 12 Months: 30.48%
DDH Global Fixed Interest Alpha Fund: August 2014 perf: -1.86%, Last 12 Months: 2.02%
Smallco Investment Fund: August 2014 perf: 5.17%, Last 12 Months: 17.97%
WaveStone Dynamic Australian Equity Fund : August 2014 perf: 1.25%, Last 12 Months: 12.10%
Sandon Capital Activist Fund: August 2014 perf: 2.10%, Last 12 Months: 27.50%
The Supervised Fund: August 2014 perf: 1.05%, Last 12 Months: 8.70%
Supervised High Yield Fund: August 2014 perf: 0.54%, Last 12 Months: 6.95%
Merricks Soft Commodity Fund: August 2014 perf: 0.12%, Last 12 Months: 12.18%
KIS Asia Long Short Fund : August 2014 perf: -0.10%, Last 12 Months: 9.57%
Arnhem Long Short Australian Equity Fund: August 2014 perf: 0.35%, Last 12 Months: 13.29%
PM Capital Emerging Asia Fund: August 2014 perf: 0.40%, Last 12 Months: 9.04%
Wilson HTM Priority Core Fund: August 2014 perf: 1.06%, Last 12 Months: 12.04%
Peters Macgregor Global Fund: August 2014 perf: 0.76%, Last 12 Months: 4.62%
Microequities Deep Value Microcap Fund: August 2014 perf: -1.13%, Last 12 Months: 25.92%
Threadneedle Global Equity Fund - hedged: August 2014 perf: -0.09%, Last 12 Months: 13.97%
Arnhem Australian Equity Fund: August 2014 perf: -0.23%, Last 12 Months: 11.29%
Arnhem Concentrated Australian Equity Fund: August 2014 perf: 0.33%, Last 12 Months: 13.98%
GaveKal Asian Opportunities Fund: August 2014 perf: 0.49%, Last 12 Months: 5.68%
MGH Investment Fund Limited: August 2014 perf: -0.50%, Last 12 Months: 14.54%
Alpha Beta Asian Fund: August 2014 perf: 0.90%, Last 12 Months: 10.62%
Tribeca Alpha Plus Fund - Class A: August 2014 perf: -0.20%, Last 12 Months: 12.03%
Man AHL Alpha (AUD): August 2014 perf: 1.56%, Last 12 Months: 17.27%
Man AHL Gold (AUD): August 2014 perf: -0.63%, Last 12 Months: 12.30%
Pengana Australian Equities Market Neutral Fund: August 2014 perf: -3.60%, Last 12 Months: -5.37%
Totus Alpha Fund: August 2014 perf: 2.02%, Last 12 Months: 37.96%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: August 2014 perf: 0.07%, Last 12 Months: 18.99%
Solaris Core Australian Equity Fund (Performance Fee Option): August 2014 perf: 0.57%, Last 12 Months: 17.35%
Solaris High Alpha Australian Equity Fund: August 2014 perf: 0.37%, Last 12 Months: 18.37%
Monash Absolute Investment Fund: August 2014 perf: 2.30%, Last 12 Months: 21.14%
Merlon Wholesale Australian Share Income Fund: August 2014 perf: 1.90%, Last 12 Months: 9.78%
Bentham Wholesale Global Income Fund: August 2014 perf: -0.40%, Last 12 Months: 8.61%
Bentham Wholesale High Yield Fund: August 2014 perf: 1.20%, Last 12 Months: 11.13%
Bentham Wholesale Syndicated Loan Fund: August 2014 perf: 0.43%, Last 12 Months: 7.93%
NovaPort Smaller Companies: August 2014 perf: 2.57%, Last 12 Months: 19.93%
Nanuk Global Alpha Fund: August 2014 perf: 0.52%, Last 12 Months: 16.39%
Morphic Global Opportunities Fund: August 2014 perf: 1.28%, Last 12 Months: 14.57%
Zurich Global Equity Income Fund: August 2014 perf: 1.29%, Last 12 Months: 7.72%
Bennelong Avoca Emerging Leaders Fund: August 2014 perf: 0.98%, Last 12 Months: 5.57%
Bennelong Concentrated Australian Equities Fund: August 2014 perf: 1.55%, Last 12 Months: 9.94%
Bennelong Australian Equities Fund: August 2014 perf: 0.46%, Last 12 Months: 8.09%
Bennelong ex-20 Australian Equities Fund: August 2014 perf: 2.00%, Last 12 Months: 8.08%
Perpetual Wholesale Industrial Fund: August 2014 perf: 1.47%, Last 12 Months: 16.94%
Magellan Global Fund: August 2014 perf: 1.00%, Last 12 Months: 9.09%
Smallco Broadcap Fund: August 2014 perf: 3.58%, Last 12 Months: 22.35%
Principal Global Opportunities Equity Fund: August 2014 perf: 1.44%, Last 12 Months: 16.34%
Perpetual Pure Equity Alpha Fund: August 2014 perf: 0.33%, Last 12 Months: 9.26%
Pimco EQT Wholesale Global Bond Fund: August 2014 perf: 1.51%, Last 12 Months: 11.37%
Samuel Terry Absolute Return Fund: August 2014 perf: 0.87%, Last 12 Months: 21.37%
KIS Asia Long Short Cayman Fund ($US): August 2014 perf: -0.36%, Last 12 Months: 6.38%
Whitehaven SPC Correlation Fund : August 2014 perf: 0.57%, Last 12 Months: 7.78%
Insync Global Titans Fund: August 2014 perf: 0.80%, Last 12 Months: 9.02%
Altius Bond Fund: August 2014 perf: 0.37%, Last 12 Months: 5.45%
Forager Australian Shares Fund: August 2014 perf: 2.56%, Last 12 Months: 15.34%
Legg Mason Australian Real Income Fund: August 2014 perf: 1.11%, Last 12 Months: 21.49%
Armytage Australian Equity Income Fund: August 2014 perf: 0.17%, Last 12 Months: 15.48%
Armytage Strategic Opportunities - Retail Class: August 2014 perf: 1.06%, Last 12 Months: 19.87%
Northward Equity Income: August 2014 perf: 0.39%, Last 12 Months: 8.32%
Visium Global Fund: August 2014 perf: 1.27%, Last 12 Months: 7.09%
The 36 South Cullinan Fund (USD): August 2014 perf: -1.34%, Last 12 Months: -2.77%
Visium Institutional Partners Fund: August 2014 perf: 0.90%, Last 12 Months: 4.72%
Auscap Long Short Australian Equities Fund: August 2014 perf: 5.24%, Last 12 Months: 44.87%
Pengana Absolute Return Asia Pacific Fund: August 2014 perf: 0.60%, Last 12 Months: 7.57%
Kentgrove Capital Fund: August 2014 perf: 1.45%, Last 12 Months: 18.08%
SGH ICE: August 2014 perf: 4.33%, Last 12 Months: 20.38%
SGH Wholesale Property Income Fund : August 2014 perf: 1.29%, Last 12 Months: 22.28%
Blackrock Global Allocation Fund (Class D): August 2014 perf: 2.14%, Last 12 Months: 14.66%
Optimal Japan Trust AUD: August 2014 perf: -1.02%, Last 12 Months: 4.32%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: August 2014 perf: 2.92%, Last 12 Months: 20.66%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: August 2014 perf: 1.65%, Last 12 Months: 14.06%
Avenir Value Fund: August 2014 perf: 4.86%, Last 12 Months: 28.83%
Watermark Market Neutral Fund Ltd (LIC): August 2014 perf: -2.10%, Last 12 Months: 1.72%
Trafalgar Copley Fund: August 2014 perf: -2.17%, Last 12 Months: -10.15%
Fermat ILS Yield Fund: August 2014 perf: 1.11%, Last 12 Months: 8.97%
The Paragon Fund: August 2014 perf: -1.10%, Last 12 Months: 39.83%
Laminar Credit Opportunities Fund: August 2014 perf: 0.53%, Last 12 Months: 9.64%
Aberdeen Actively Hedged International Equities Fund: August 2014 perf: 1.38%, Last 12 Months: 13.98%
Aberdeen Australian Equities Fund: August 2014 perf: 0.48%, Last 12 Months: 9.27%
Australian Small Companies Fund: August 2014 perf: 5.57%, Last 12 Months: 19.71%
Aberdeen China Opportunities Fund: August 2014 perf: 0.83%, Last 12 Months: 5.48%
Aberdeen Financials Fund: August 2014 perf: 0.81%, Last 12 Months: 12.65%
Aberdeen International Equity Fund : August 2014 perf: 1.44%, Last 12 Months: 13.98%
Aberdeen Fully Hedged International Equities Fund: August 2014 perf: 2.62%, Last 12 Months: 20.72%
Alphinity Wh Australian Share Fund: August 2014 perf: -0.20%, Last 12 Months: 8.87%
Cor Capital Fund: August 2014 perf: 0.10%, Last 12 Months: 1.93%
Celeste Australian Small Companies Fund: August 2014 perf: 3.03%, Last 12 Months: 0.00%
The Montgomery Fund: August 2014 perf: 3.17%, Last 12 Months: 11.59%
Bennelong Alpha 200 Fund: August 2014 perf: -3.80%, Last 12 Months: 0.00%
Forager International Shares Fund: August 2014 perf: -0.83%, Last 12 Months: 12.04%
Terra Natural Resources Fund : August 2014 perf: -1.10%, Last 12 Months: 29.50%
UBS Dynamic Alpha Strategy: August 2014 perf: 1.50%, Last 12 Months: 10.24%
Allard Investment Fund: August 2014 perf: 0.40%, Last 12 Months: 9.35%

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 TypeJulyAugustYTD12 Month% Reported
All
1.57%
0.78%
4.46%
10.55%
71.00%
Equity Based Funds
2.05%
0.75%
5.29%
13.36%
74.00%
Non Equity Based Funds
0.58%
0.85%
2.93%
5.84%
68.00%
Fund of Funds
1.14%
0.83%
2.89%
6.38%
67.00%
Single Funds
1.64%
0.77%
4.74%
11.35%
72.00%
ASX200 Acc
4.40%
0.62%
8.24%
14.40%
-

Latest News»

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24 Sep 2014 - Auscap Long Short Australian Equities...
Australian Fund Monitors
Auscap Long Short Australian Equities Fund returned 5.24% during August, a strong out-performance of the equity market return of 0.62%, with a 12 month performance of 44.87% and a...
23 Sep 2014 - AIMA Australia Hedge Fund Forum 2014...
AIMA
The AIMA Australia Hedge Fund Forum last week showcased the skill of local managers, their approach to business and their market views to local and international delegates.
23 Sep 2014 - Fund Review: Monash Absolute...
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.
23 Sep 2014 - Laminar Credit Opportunities Fund
Australian Fund Monitors
During August the Laminar Credit Opportunities Fund returned 0.53% for a 12 month return of 9.64% (RBA Cash Rate average 2.50%) with a volatility of 0.59%.
22 Sep 2014 - KIS Asia Long Short Fund
Australian Fund Monitors
KIS Asia Long Short Fund returned -0.1% during August and 9.57% over the prior twelve months with a low volatility of 2.65%.
19 Sep 2014 - Alpha Beta Asian Fund
Australian Fund Monitors
Alpha Beta Asian Fund returned 0.90% during August and 10.62% over the prior 12 months with a volatility of 4.18%.
View All News »

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