Fund Monitors Pty Ltd

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© Copyright 2015
Printed: 02 July 2015 10:27 PM
Allard Investment Fund: May 2015 perf: 1.00%, Last 12 Months: 25.10%
Cadence Capital Limited: May 2015 perf: 3.32%, Last 12 Months: 15.94%
Aurora Fortitude Absolute Return Fund: May 2015 perf: 0.31%, Last 12 Months: 1.25%
Bennelong Kardinia Absolute Return Fund: May 2015 perf: 0.41%, Last 12 Months: 9.27%
K2 Asian Absolute Return Fund: May 2015 perf: 2.38%, Last 12 Months: 37.39%
K2 Australian Absolute Return Fund: May 2015 perf: 1.17%, Last 12 Months: 13.38%
K2 Select International Absolute Return Fund: May 2015 perf: 3.14%, Last 12 Months: 32.90%
NAOS Long Short Equities Fund: May 2015 perf: 0.54%, Last 12 Months: 3.03%
NAOS Emerging Companies Long Short Equities Fund: May 2015 perf: 6.30%, Last 12 Months: -8.75%
OC Dynamic Equity Fund: May 2015 perf: 2.40%, Last 12 Months: 11.40%
OC Premium Small Company Fund: May 2015 perf: 2.80%, Last 12 Months: 13.16%
Platinum Asia Fund: May 2015 perf: 1.75%, Last 12 Months: 37.48%
Platinum Japan Fund - AUD: May 2015 perf: 7.95%, Last 12 Months: 51.90%
Platypus Australian Equity Fund: May 2015 perf: 0.80%, Last 12 Months: 13.83%
Blue Sky SRA Alliance Fund - IS 4 Fund: May 2015 perf: 0.46%, Last 12 Months: 6.87%
PM CAPITAL Global Companies Fund: May 2015 perf: 6.20%, Last 12 Months: 31.15%
PM CAPITAL Australian Companies Fund: May 2015 perf: 2.90%, Last 12 Months: 8.60%
PM CAPITAL Enhanced Yield Fund: May 2015 perf: 0.10%, Last 12 Months: 3.67%
Antares High Growth Shares Fund: May 2015 perf: 0.10%, Last 12 Months: 13.72%
Premier Global Select Fund: May 2015 perf: 1.44%, Last 12 Months: 12.34%
Regal Atlantic Absolute Return Fund: May 2015 perf: 5.02%, Last 12 Months: 58.13%
WAM Capital Ltd: May 2015 perf: 1.20%, Last 12 Months: 16.71%
WaveStone Capital Absolute Return Fund: May 2015 perf: 1.45%, Last 12 Months: 10.97%
Agora Absolute Return Fund II: May 2015 perf: 0.64%, Last 12 Months: 9.87%
Elstree Enhanced Income Fund: May 2015 perf: -0.12%, Last 12 Months: 3.28%
Elstree Australian Enhanced Income Fund: May 2015 perf: -0.30%, Last 12 Months: 2.46%
Platinum International Fund: May 2015 perf: 3.69%, Last 12 Months: 26.67%
Platinum Unhedged Fund: May 2015 perf: 3.80%, Last 12 Months: 26.43%
Platinum European Fund: May 2015 perf: 4.60%, Last 12 Months: 15.75%
Platinum International Brands Fund: May 2015 perf: 3.42%, Last 12 Months: 21.47%
Platinum International Health Care Fund: May 2015 perf: 5.04%, Last 12 Months: 37.80%
Platinum International Technology Fund: May 2015 perf: 4.44%, Last 12 Months: 26.87%
Macquarie Alpha Opportunities Fund: May 2015 perf: 1.36%, Last 12 Months: 19.65%
Regal Tasman Market Neutral Fund: May 2015 perf: 0.61%, Last 12 Months: 6.37%
Aurora Dividend Income Trust: May 2015 perf: -1.80%, Last 12 Months: -4.65%
Aurora Global Income Trust: May 2015 perf: 1.00%, Last 12 Months: 5.62%
Select Real Return Fund: May 2015 perf: 1.49%, Last 12 Months: 10.14%
Select Listed Investments: May 2015 perf: 1.73%, Last 12 Months: 21.30%
Baker Steel Gold: May 2015 perf: 4.34%, Last 12 Months: 6.71%
Bennelong Long Short Equity Fund: May 2015 perf: -1.91%, Last 12 Months: 3.11%
Pengana Australian Equities Fund: May 2015 perf: 1.12%, Last 12 Months: 11.71%
Pengana Global Resources Fund: May 2015 perf: -0.70%, Last 12 Months: 4.75%
Pengana Emerging Companies Fund: May 2015 perf: 0.20%, Last 12 Months: 20.02%
WAM Active Ltd: May 2015 perf: 0.30%, Last 12 Months: 7.31%
WAM Research Ltd: May 2015 perf: 1.90%, Last 12 Months: 25.07%
Aurora Property Buy-Write Income Trust: May 2015 perf: 1.12%, Last 12 Months: 10.19%
Kaiser Trading Fund 2x: May 2015 perf: -1.07%, Last 12 Months: 15.45%
Denning Pryce Equity Income Fund: May 2015 perf: 0.25%, Last 12 Months: 4.45%
Prime Value Growth Fund: May 2015 perf: -0.24%, Last 12 Months: 4.61%
Prime Value Imputation Fund: May 2015 perf: 1.13%, Last 12 Months: 8.44%
Vaughan Nelson Global Small-Mid Cap Fund: May 2015 perf: 4.82%, Last 12 Months: 33.01%
Loomis Sayles Credit Opportunities Fund: May 2015 perf: 0.47%, Last 12 Months: 5.52%
Loomis Sayles Senior Loan Fund : May 2015 perf: 0.28%, Last 12 Months: 5.90%
Macquarie Winton Global Alpha Fund: May 2015 perf: 0.60%, Last 12 Months: 16.98%
Kapstream Absolute Return Income Fund: May 2015 perf: 0.21%, Last 12 Months: 4.05%
Optimal Japan Absolute Long Fund: May 2015 perf: 5.27%, Last 12 Months: 29.47%
Allard Growth Fund (USD): May 2015 perf: -1.30%, Last 12 Months: 6.48%
OC Concentrated Equity Fund: May 2015 perf: -0.20%, Last 12 Months: 23.37%
GMO Systematic Global Macro Trust - Class A: May 2015 perf: 0.55%, Last 12 Months: 11.48%
Ironbark Global Diversified Alternatives Fund: May 2015 perf: 0.59%, Last 12 Months: 8.38%
BT Total Return Fund: May 2015 perf: 0.55%, Last 12 Months: 5.24%
Colonial First State Wh Global Resources Tactical Fund: May 2015 perf: 1.37%, Last 12 Months: -12.15%
Signature Quantitative Fund: May 2015 perf: -1.20%, Last 12 Months: 1.82%
QAM Global Equities Fund - Class A: May 2015 perf: 4.06%, Last 12 Months: 16.07%
Kohinoor Series Three Fund USD: May 2015 perf: -0.26%, Last 12 Months: -0.60%
SGH Absolute Return Trust (Wholesale): May 2015 perf: -0.52%, Last 12 Months: -1.21%
Blue Sky SRA Alliance Fund - IS 9 Fund: May 2015 perf: 0.76%, Last 12 Months: 14.35%
Blue Sky Investment Science - IS 16E Fund: May 2015 perf: -0.20%, Last 12 Months: 29.36%
Optimal Australia Absolute Trust: May 2015 perf: 2.04%, Last 12 Months: 2.55%
QIC Global Fixed Interest Alpha Fund: May 2015 perf: -0.12%, Last 12 Months: 1.70%
The 36 South Cullinan Fund (EUR): May 2015 perf: -2.20%, Last 12 Months: -13.24%
TGM Global Macro AUD: May 2015 perf: 1.94%, Last 12 Months: 11.17%
Pengana Asia Special Events (Offshore) Fund: May 2015 perf: 0.60%, Last 12 Months: 8.60%
Regal Australian Long Short Equity Fund: May 2015 perf: -0.25%, Last 12 Months: 10.49%
Australian Leaders Fund: May 2015 perf: -0.55%, Last 12 Months: -6.16%
DDH Global Fixed Interest Alpha Fund: May 2015 perf: -0.12%, Last 12 Months: -1.18%
Smallco Investment Fund: May 2015 perf: 0.76%, Last 12 Months: 14.38%
WaveStone Dynamic Australian Equity Fund : May 2015 perf: 1.47%, Last 12 Months: 11.52%
Sandon Capital Activist Fund: May 2015 perf: 0.20%, Last 12 Months: 12.81%
90 West Global Basic Materials Fund: May 2015 perf: 6.64%, Last 12 Months: 32.10%
The Supervised Fund: May 2015 perf: 3.57%, Last 12 Months: 6.19%
Supervised High Yield Fund: May 2015 perf: 1.04%, Last 12 Months: 6.23%
Ellerston Australian Market Neutral Fund: May 2015 perf: -0.11%, Last 12 Months: 14.19%
Merricks Capital Soft Commodity Fund: May 2015 perf: 2.52%, Last 12 Months: 7.48%
Wilson HTM Priority Growth Fund: May 2015 perf: -2.68%, Last 12 Months: 13.61%
KIS Asia Long Short Fund : May 2015 perf: 1.14%, Last 12 Months: 9.42%
Arnhem Long Short Australian Equity Fund: May 2015 perf: 0.14%, Last 12 Months: 8.00%
PM CAPITAL Asian Companies Fund: May 2015 perf: 2.10%, Last 12 Months: 20.86%
Wilson HTM Priority Core Fund: May 2015 perf: -1.87%, Last 12 Months: 8.67%
Peters Macgregor Global Fund: May 2015 perf: 4.52%, Last 12 Months: 20.45%
Microequities Deep Value Microcap Fund: June 2015 perf: -5.97%, Last 12 Months: 6.23%
Aubrey Global Conviction Fund: May 2015 perf: 5.90%, Last 12 Months: 27.38%
Asia Alpha Fund: May 2015 perf: 1.38%, Last 12 Months: 17.64%
Arnhem Australian Equity Fund: May 2015 perf: -0.04%, Last 12 Months: 5.99%
Arnhem Concentrated Australian Equity Fund: May 2015 perf: 0.47%, Last 12 Months: 5.08%
MGH Investment Fund Limited: May 2015 perf: 0.20%, Last 12 Months: 4.50%
Alpha Beta Asian Fund: May 2015 perf: 0.33%, Last 12 Months: 7.54%
AQR Wholesale Managed Futures Fund: May 2015 perf: 0.20%, Last 12 Months: 48.47%
Tribeca Alpha Plus Fund - Class A: May 2015 perf: -0.84%, Last 12 Months: 25.26%
Man AHL Alpha (AUD): May 2015 perf: -1.32%, Last 12 Months: 19.57%
Man AHL Gold (AUD): May 2015 perf: -7.14%, Last 12 Months: 29.12%
AQR Wholesale DELTA Fund: May 2015 perf: 1.20%, Last 12 Months: 7.93%
Totus Alpha Fund: May 2015 perf: -1.80%, Last 12 Months: 11.98%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: May 2015 perf: -0.11%, Last 12 Months: 10.91%
Aurora Absolute Return Fund: May 2015 perf: 0.43%, Last 12 Months: 2.53%
Solaris Core Australian Equity Fund (Performance Fee Option): May 2015 perf: 0.85%, Last 12 Months: 9.82%
Solaris High Alpha Australian Equity Fund: May 2015 perf: 0.86%, Last 12 Months: 3.79%
Monash Absolute Investment Fund: May 2015 perf: -0.40%, Last 12 Months: 2.97%
Merlon Wholesale Australian Share Income Fund: May 2015 perf: 1.23%, Last 12 Months: 10.51%
Bentham Wholesale Global Income Fund: May 2015 perf: 0.50%, Last 12 Months: 3.92%
Bentham Wholesale High Yield Fund: May 2015 perf: 0.88%, Last 12 Months: 5.75%
Bentham Wholesale Syndicated Loan Fund: May 2015 perf: 0.61%, Last 12 Months: 6.23%
NovaPort Smaller Companies: May 2015 perf: 3.15%, Last 12 Months: 10.23%
Ardea Wholesale Australian Inflation Linked Bond Fund: May 2015 perf: -1.38%, Last 12 Months: 10.50%
Nanuk Global Alpha Fund: May 2015 perf: 0.22%, Last 12 Months: 1.08%
Morphic Global Opportunities Fund: June 2015 perf: -2.44%, Last 12 Months: 25.51%
Zurich Global Equity Income Fund: May 2015 perf: 1.10%, Last 12 Months: 0.10%
Bennelong Avoca Emerging Leaders Fund: May 2015 perf: 2.60%, Last 12 Months: 6.66%
Bennelong Concentrated Australian Equities Fund: May 2015 perf: 2.46%, Last 12 Months: 19.67%
Bennelong Australian Equities Fund: May 2015 perf: -0.32%, Last 12 Months: 8.86%
Bennelong ex-20 Australian Equities Fund: May 2015 perf: 1.97%, Last 12 Months: 12.76%
Perpetual Wholesale Industrial Fund: May 2015 perf: -0.39%, Last 12 Months: 12.38%
Ironbark Karara Australian Small Companies Fund: May 2015 perf: 1.41%, Last 12 Months: 11.65%
Magellan Global Fund: May 2015 perf: 4.25%, Last 12 Months: 31.94%
Smallco Broadcap Fund: May 2015 perf: 0.77%, Last 12 Months: 17.52%
Principal Global Opportunities Equity Fund: May 2015 perf: 4.02%, Last 12 Months: 24.97%
Perpetual Pure Equity Alpha Fund: May 2015 perf: 0.12%, Last 12 Months: 9.09%
Pimco EQT Wholesale Global Bond Fund: May 2015 perf: -0.55%, Last 12 Months: 8.14%
Samuel Terry Absolute Return Fund: May 2015 perf: 4.73%, Last 12 Months: 30.42%
KIS Asia Long Short Cayman Fund ($US): May 2015 perf: 0.66%, Last 12 Months: 6.07%
Whitehaven SPC Correlation Fund : May 2015 perf: 1.31%, Last 12 Months: 9.76%
Insync Global Titans Fund: May 2015 perf: 3.00%, Last 12 Months: 20.79%
Altius Bond Fund: May 2015 perf: 0.16%, Last 12 Months: 3.75%
Forager Australian Shares Fund: May 2015 perf: 3.13%, Last 12 Months: 14.82%
Legg Mason Martin Currie Real Income Fund (Class A): May 2015 perf: 1.27%, Last 12 Months: 26.90%
Armytage Australian Equity Income Fund: May 2015 perf: 0.15%, Last 12 Months: 6.65%
Armytage Strategic Opportunities - Retail Class: May 2015 perf: 0.88%, Last 12 Months: 10.18%
Colonial First State Wholesale Equity Income : May 2015 perf: -0.19%, Last 12 Months: 5.63%
Investors Mutual Equity Income : May 2015 perf: 0.80%, Last 12 Months: 13.84%
Northward Equity Income: May 2015 perf: 0.38%, Last 12 Months: 1.83%
36ONE Offshore Portfolio: May 2015 perf: -0.81%, Last 12 Months: 8.48%
36ONE Fund: May 2015 perf: -0.11%, Last 12 Months: 13.50%
36ONE Hedge Fund: May 2015 perf: -0.31%, Last 12 Months: 17.45%
Visium Global Fund: May 2015 perf: 1.89%, Last 12 Months: 7.36%
The 36 South Cullinan Fund (USD): May 2015 perf: -2.06%, Last 12 Months: -11.80%
Visium Institutional Partners Fund: May 2015 perf: 2.90%, Last 12 Months: 8.32%
Auscap Long Short Australian Equities Fund: May 2015 perf: 4.43%, Last 12 Months: 28.21%
GAM Absolute Return Bond Fund (AU): May 2015 perf: 0.42%, Last 12 Months: -1.21%
Pengana Absolute Return Asia Pacific Fund: May 2015 perf: 1.00%, Last 12 Months: 12.83%
Kentgrove Capital Fund: May 2015 perf: 4.80%, Last 12 Months: 22.88%
SGH ICE: May 2015 perf: 1.69%, Last 12 Months: 23.56%
SGH Wholesale Property Income Fund : May 2015 perf: 2.67%, Last 12 Months: 24.76%
JBS Investments International Advantage Fund: May 2015 perf: 3.38%, Last 12 Months: -20.64%
Blackrock Global Allocation Fund (Class D): May 2015 perf: 1.17%, Last 12 Months: 12.98%
Optimal Japan Trust AUD: May 2015 perf: 3.41%, Last 12 Months: 19.38%
EQT Spectrum Credit Opportunities Fund: May 2015 perf: 0.16%, Last 12 Months: 5.70%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: May 2015 perf: 0.08%, Last 12 Months: 10.38%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: May 2015 perf: 2.12%, Last 12 Months: 21.32%
Avenir Value Fund: May 2015 perf: 4.50%, Last 12 Months: 5.20%
Schroders Global Active Value Fund: May 2015 perf: 2.45%, Last 12 Months: 30.28%
Watermark Market Neutral Fund Ltd (LIC): May 2015 perf: -0.63%, Last 12 Months: -4.69%
Trafalgar Copley Fund: May 2015 perf: 3.41%, Last 12 Months: 3.91%
Ophir Opportunities Fund: June 2015 perf: -4.90%, Last 12 Months: 27.85%
Fermat ILS Yield Fund: May 2015 perf: 0.13%, Last 12 Months: 6.49%
The Paragon Fund: May 2015 perf: 2.40%, Last 12 Months: 24.16%
Laminar Credit Opportunities Fund: May 2015 perf: 0.65%, Last 12 Months: 8.40%
Aberdeen Actively Hedged International Equities Fund: May 2015 perf: 1.11%, Last 12 Months: 16.01%
Aberdeen Australian Equities Fund: May 2015 perf: 0.93%, Last 12 Months: 13.86%
Aberdeen Australian Small Companies Fund: May 2015 perf: 2.96%, Last 12 Months: 21.52%
Aberdeen Financials Fund: May 2015 perf: -1.66%, Last 12 Months: 9.49%
Aberdeen International Equity Fund : May 2015 perf: 1.04%, Last 12 Months: 15.66%
Aberdeen Fully Hedged International Equities Fund: May 2015 perf: -1.10%, Last 12 Months: 3.48%
Atlantic Pacific Australian Equity Fund: May 2015 perf: 0.88%, Last 12 Months: 16.98%
Alphinity Wh Australian Share Fund: May 2015 perf: 0.52%, Last 12 Months: 8.31%
Cor Capital Fund: May 2015 perf: 1.23%, Last 12 Months: 8.04%
Celeste Australian Small Companies Fund: May 2015 perf: 1.30%, Last 12 Months: -4.46%
The Montgomery Fund: May 2015 perf: 0.30%, Last 12 Months: 15.69%
Montgomery (Private) Fund: May 2015 perf: 0.93%, Last 12 Months: 14.29%
Forager International Shares Fund: May 2015 perf: 4.55%, Last 12 Months: 16.38%
Terra Natural Resources Fund : May 2015 perf: 0.80%, Last 12 Months: 8.53%
Legg Mason Western Asset Global Multi Strategy Bond Trust: May 2015 perf: 0.08%, Last 12 Months: 6.45%
UBS Dynamic Alpha Strategy: May 2015 perf: 0.70%, Last 12 Months: 9.48%
Standard Life Investments Global Absolute Return Strategies Trust: May 2015 perf: 0.94%, Last 12 Months: 17.68%
Quay Global Real Estate Fund: May 2015 perf: 3.10%, Last 12 Months: 0.00%
QATO Capital Market Neutral Long/Short Fund: May 2015 perf: -2.84%, Last 12 Months: 0.00%
Standard Life Absolute Return Global Bond Strategy: May 2015 perf: 0.31%, Last 12 Months: 1.89%
Odey International Fund: May 2015 perf: 4.50%, Last 12 Months: 0.00%
Nikko AM Australian Bond Fund: May 2015 perf: -0.16%, Last 12 Months: 7.05%
Legg Mason Martin Currie Equity Income Trust (Class A): May 2015 perf: 1.60%, Last 12 Months: 17.23%
Legg Mason Multi Asset Retirement Income Trust: May 2015 perf: 1.18%, Last 12 Months: 18.14%
Allard Investment Fund: May 2015 perf: 1.00%, Last 12 Months: 25.10%

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 TypeAprilMayYTD12 Month% Reported
All
-0.16%
1.28%
6.79%
11.78%
86.00%
Equity Based Funds
0.04%
1.58%
8.20%
13.11%
90.00%
Non Equity Based Funds
-0.54%
0.63%
4.05%
9.15%
81.00%
Fund of Funds
-0.42%
0.96%
3.48%
7.48%
63.00%
Single Funds
-0.13%
1.30%
7.23%
12.36%
88.00%
ASX200 Acc
-1.70%
0.40%
8.88%
9.93%
-

Latest News»

»
«
02 Jul 2015 - Signature Quantitative Fund
Australian Fund Monitors
Signature Quantitative Fund returned -1.20% for May, to bring the annual performance since inception to 11.34%.
02 Jul 2015 - Fund Review Pengana Absolute Return...
Australian Fund Monitors
Latest Fund Review now available on Pengana Absolute Return Asia Pacific Fund, which has over 6 years of track record and annualised return of 11.45%.
01 Jul 2015 - Insync Global Titans Fund
Australian Fund Monitors
Insync Global Titans Fund increased by 3.0% in May, bringing the Fund's prior 12 month performance to 20.79%.
30 Jun 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.
30 Jun 2015 - Totus Alpha Fund
Australian Fund Monitors
Totus Alpha Fund was down 1.80% in May, compared to the ASX200 Accumulation Index's 0.40%. However the Fund's annual performance of 23.31% p.a has been strong (Index 14.43% p.a.).
29 Jun 2015 - KIS Asia Long Short Fund
Australian Fund Monitors
KIS Asia Long Short Fund rose 1.14% during May, to bring the Fund's annual return since inception to 15.47% p.a.
View All News »

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