Fund Monitors Pty Ltd

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© Copyright 2016
Printed: 26 June 2016 4:22 PM
Allard Investment Fund: May 2016 perf: 3.40%, Last 12 Months: -5.63%
Cadence Capital Limited: May 2016 perf: 4.11%, Last 12 Months: -8.83%
Bennelong Kardinia Absolute Return Fund: May 2016 perf: 1.60%, Last 12 Months: 1.96%
K2 Asian Absolute Return Fund: May 2016 perf: 0.24%, Last 12 Months: -19.07%
K2 Australian Absolute Return Fund: May 2016 perf: 2.25%, Last 12 Months: -3.09%
K2 Select International Absolute Return Fund: May 2016 perf: 3.97%, Last 12 Months: -6.69%
OC Dynamic Equity Fund: May 2016 perf: 4.54%, Last 12 Months: 14.01%
OC Premium Small Company Fund: May 2016 perf: 5.40%, Last 12 Months: 13.29%
Platinum Asia Fund: May 2016 perf: 4.40%, Last 12 Months: -12.81%
Platinum Japan Fund - AUD: May 2016 perf: 4.24%, Last 12 Months: -1.44%
Platypus Australian Equities Fund: May 2016 perf: 7.21%, Last 12 Months: 7.43%
Blue Sky SRA Alliance Fund - Absolute Return Units: May 2016 perf: 1.43%, Last 12 Months: 4.80%
PM CAPITAL Global Companies Fund: May 2016 perf: 7.30%, Last 12 Months: -5.60%
PM CAPITAL Australian Companies Fund: May 2016 perf: 5.70%, Last 12 Months: 0.34%
PM CAPITAL Enhanced Yield Fund: May 2016 perf: 0.30%, Last 12 Months: 1.18%
Antares High Growth Shares Fund: May 2016 perf: 3.40%, Last 12 Months: -0.55%
Premier Global Select Fund: May 2016 perf: 2.31%, Last 12 Months: -0.74%
Regal Atlantic Absolute Return Fund: May 2016 perf: 13.90%, Last 12 Months: 35.55%
WaveStone Capital Absolute Return Fund: May 2016 perf: 4.68%, Last 12 Months: 3.20%
Elstree Australian Enhanced Income Fund: May 2016 perf: 0.34%, Last 12 Months: 0.04%
Platinum International Fund: May 2016 perf: 2.90%, Last 12 Months: -5.51%
Platinum Unhedged Fund: May 2016 perf: 3.28%, Last 12 Months: -6.86%
Platinum European Fund: May 2016 perf: 4.60%, Last 12 Months: -0.26%
Platinum International Brands Fund: May 2016 perf: 3.89%, Last 12 Months: -2.22%
Platinum International Health Care Fund: May 2016 perf: 7.23%, Last 12 Months: 2.75%
Platinum International Technology Fund: May 2016 perf: 4.79%, Last 12 Months: -4.71%
Macquarie Australia Plus Fund: May 2016 perf: 6.30%, Last 12 Months: 29.70%
Regal Tasman Market Neutral Fund: May 2016 perf: 5.01%, Last 12 Months: 12.82%
AUI Wingate Global Equity Fund (Foundation Units): May 2016 perf: 5.58%, Last 12 Months: -0.27%
Aurora Dividend Income Trust: May 2016 perf: 5.50%, Last 12 Months: -6.04%
Select Real Return Fund: May 2016 perf: 2.70%, Last 12 Months: 7.97%
Select Listed Investments: May 2016 perf: 3.12%, Last 12 Months: -0.62%
Baker Steel Gold: May 2016 perf: -1.31%, Last 12 Months: 58.74%
Pengana Australian Equities Fund: May 2016 perf: 4.59%, Last 12 Months: 5.65%
Pengana Emerging Companies Fund: May 2016 perf: 5.40%, Last 12 Months: 12.56%
Aurora Property Buy-Write Income Trust: May 2016 perf: 1.63%, Last 12 Months: 11.91%
Kaiser Trading Fund 2x: May 2016 perf: -0.27%, Last 12 Months: -3.71%
Denning Pryce Equity Income Fund: May 2016 perf: 1.73%, Last 12 Months: -4.77%
Prime Value Growth Fund: May 2016 perf: 2.60%, Last 12 Months: -2.94%
Prime Value Imputation Fund: May 2016 perf: 1.90%, Last 12 Months: -3.48%
Loomis Sayles Credit Opportunities Fund: May 2016 perf: 0.72%, Last 12 Months: 2.95%
Loomis Sayles Senior Loan Fund : May 2016 perf: 0.83%, Last 12 Months: 3.68%
Macquarie Winton Global Alpha Fund: May 2016 perf: -0.87%, Last 12 Months: 2.04%
Kapstream Wholesale Absolute Return Income Fund: May 2016 perf: 0.45%, Last 12 Months: 2.38%
Optimal Japan Absolute Long Fund (USD): May 2016 perf: 1.82%, Last 12 Months: -21.30%
Allard Growth Fund (USD): May 2016 perf: -1.10%, Last 12 Months: -9.32%
OC Concentrated Equity Fund: May 2016 perf: 4.40%, Last 12 Months: 4.86%
GMO Systematic Global Macro Trust - Class A: May 2016 perf: -3.53%, Last 12 Months: -8.68%
Ironbark Global Diversified Alternatives Fund: May 2016 perf: 0.17%, Last 12 Months: -1.65%
BT Total Return Fund: May 2016 perf: 0.08%, Last 12 Months: 0.89%
Signature Quantitative Fund: May 2016 perf: 0.40%, Last 12 Months: 1.55%
QAM Global Equities Fund - Class A: May 2016 perf: 0.43%, Last 12 Months: -20.65%
Kohinoor Series Three Fund USD: May 2016 perf: -0.66%, Last 12 Months: -7.25%
Macquarie Asian Alpha Fund (Australian Fund): May 2016 perf: -0.54%, Last 12 Months: -15.25%
Blue Sky SRA Alliance Fund - Real Return Units: May 2016 perf: 1.29%, Last 12 Months: -0.52%
Blue Sky Investment Science - Dynamic Macro Units: May 2016 perf: -5.85%, Last 12 Months: 3.32%
Optimal Australia Absolute Trust: May 2016 perf: 2.29%, Last 12 Months: 9.94%
QIC Global Fixed Interest Alpha Fund: May 2016 perf: 1.04%, Last 12 Months: -0.07%
The 36 South Cullinan Fund (EUR): May 2016 perf: -1.32%, Last 12 Months: -35.31%
TGM Global Macro AUD: May 2016 perf: -2.00%, Last 12 Months: -0.31%
Pengana Asia Special Events (Offshore) Fund: May 2016 perf: -0.80%, Last 12 Months: -2.30%
Regal Australian Long Short Equity Fund: May 2016 perf: 4.24%, Last 12 Months: 3.66%
Australian Leaders Fund: May 2016 perf: 1.88%, Last 12 Months: 13.58%
DDH Global Fixed Interest Alpha Fund: May 2016 perf: 0.95%, Last 12 Months: -0.26%
WaveStone Dynamic Australian Equity Fund : May 2016 perf: 4.91%, Last 12 Months: 2.25%
Sandon Capital Activist Fund: May 2016 perf: 0.80%, Last 12 Months: 2.84%
The Supervised Fund: May 2016 perf: 2.13%, Last 12 Months: 32.53%
Supervised Global Income Fund: May 2016 perf: 0.20%, Last 12 Months: 3.53%
Ellerston Australian Market Neutral Fund: May 2016 perf: 1.34%, Last 12 Months: 7.49%
Merricks Capital Soft Commodities Fund: May 2016 perf: 1.45%, Last 12 Months: -10.86%
Wilson HTM Priority Growth Fund: May 2016 perf: 6.56%, Last 12 Months: 28.86%
KIS Asia Long Short Fund : May 2016 perf: -0.25%, Last 12 Months: 10.42%
Arnhem Long Short Australian Equity Fund: May 2016 perf: 7.56%, Last 12 Months: 2.38%
PM CAPITAL Asian Companies Fund: May 2016 perf: 2.50%, Last 12 Months: -5.75%
NWQ Fiduciary Fund: May 2016 perf: 2.86%, Last 12 Months: 9.50%
Wilson HTM Priority Core Fund: May 2016 perf: 6.49%, Last 12 Months: 14.23%
Peters Macgregor Global Fund: May 2016 perf: 4.95%, Last 12 Months: 0.63%
Microequities Deep Value Microcap Fund: May 2016 perf: 3.71%, Last 12 Months: 28.14%
Asia Alpha Fund: May 2016 perf: -0.03%, Last 12 Months: -3.61%
Arnhem Australian Equity Fund: May 2016 perf: 4.27%, Last 12 Months: -0.68%
Arnhem Concentrated Australian Equity Fund: May 2016 perf: 6.20%, Last 12 Months: -0.56%
Permal Absolute Return Trust (Class A): May 2016 perf: 1.47%, Last 12 Months: -6.48%
Merricks Capital Soft Commodities Master Fund (USD): May 2016 perf: 1.39%, Last 12 Months: -11.83%
Ironbark Gavekal Asian Opportunities Fund: May 2016 perf: 4.78%, Last 12 Months: -6.82%
MGH Investment Fund Limited: May 2016 perf: -2.10%, Last 12 Months: -2.44%
AQR Wholesale Managed Futures Fund: May 2016 perf: -4.40%, Last 12 Months: -7.56%
Tribeca Australian Smaller Companies Fund: May 2016 perf: 4.38%, Last 12 Months: 13.70%
Tribeca Alpha Plus Fund - Class A: May 2016 perf: 4.86%, Last 12 Months: 10.89%
AQR Wholesale DELTA Fund: May 2016 perf: -0.40%, Last 12 Months: 3.25%
Totus Alpha Fund: May 2016 perf: 9.36%, Last 12 Months: 34.36%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: May 2016 perf: 1.27%, Last 12 Months: 1.73%
Solaris Core Australian Equity Fund (Performance Fee Option): May 2016 perf: 4.16%, Last 12 Months: 0.06%
Solaris High Alpha Australian Equity Fund: May 2016 perf: 4.88%, Last 12 Months: 0.18%
Merlon Wholesale Australian Share Income Fund: May 2016 perf: 3.31%, Last 12 Months: 1.80%
Bentham Wholesale Global Income Fund: May 2016 perf: 1.13%, Last 12 Months: -0.01%
Bentham Wholesale High Yield Fund: May 2016 perf: 0.95%, Last 12 Months: 0.29%
Bentham Wholesale Syndicated Loan Fund: May 2016 perf: 1.17%, Last 12 Months: 1.34%
NovaPort Wholesale Smaller Companies Fund: May 2016 perf: 3.32%, Last 12 Months: -1.79%
Ardea Wholesale Australian Inflation Linked Bond Fund: May 2016 perf: 1.78%, Last 12 Months: 0.27%
Nanuk Global Alpha Fund: May 2016 perf: 1.41%, Last 12 Months: 4.17%
Morphic Global Opportunities Fund: May 2016 perf: 5.05%, Last 12 Months: -1.67%
Zurich Global Equity Income Fund: May 2016 perf: 1.63%, Last 12 Months: -1.91%
Bennelong Concentrated Australian Equities Fund: May 2016 perf: 6.58%, Last 12 Months: 19.70%
Bennelong Australian Equities Fund: May 2016 perf: 6.79%, Last 12 Months: 8.73%
Bennelong ex-20 Australian Equities Fund: May 2016 perf: 7.32%, Last 12 Months: 21.07%
Perpetual Wholesale Industrial Share Fund: May 2016 perf: 3.52%, Last 12 Months: -1.54%
Ironbark Karara Australian Small Companies Fund: May 2016 perf: 3.69%, Last 12 Months: 7.67%
Magellan Global Fund: May 2016 perf: 6.62%, Last 12 Months: 2.98%
Perpetual Pure Equity Alpha Fund: May 2016 perf: -1.61%, Last 12 Months: 4.07%
Pimco EQT Wholesale Global Bond Fund: May 2016 perf: 0.71%, Last 12 Months: 4.82%
Samuel Terry Absolute Return Fund: May 2016 perf: 5.10%, Last 12 Months: 41.18%
KIS Asia Long Short Cayman Fund ($US): May 2016 perf: -0.62%, Last 12 Months: 7.11%
Whitehaven SPC Correlation Fund : May 2016 perf: 0.77%, Last 12 Months: 10.00%
Insync Global Titans Fund: May 2016 perf: 6.30%, Last 12 Months: 0.11%
Altius Bond Fund: May 2016 perf: 1.11%, Last 12 Months: 4.17%
Forager Australian Shares Fund: May 2016 perf: 1.51%, Last 12 Months: 19.98%
Legg Mason Martin Currie Real Income Fund (Class A): May 2016 perf: 3.22%, Last 12 Months: 11.01%
Armytage Australian Equity Income Fund: May 2016 perf: 4.56%, Last 12 Months: 2.06%
Armytage Strategic Opportunities - Retail Class: May 2016 perf: 3.93%, Last 12 Months: 3.41%
Colonial First State Wholesale Equity Income : May 2016 perf: 2.95%, Last 12 Months: -2.50%
Investors Mutual Equity Income Fund: May 2016 perf: 4.30%, Last 12 Months: 7.94%
36ONE Offshore Portfolio (Class A): May 2016 perf: 2.92%, Last 12 Months: 3.27%
36ONE Fund: May 2016 perf: 4.38%, Last 12 Months: 12.22%
36ONE Hedge Fund: May 2016 perf: 5.67%, Last 12 Months: 14.37%
The 36 South Cullinan Fund (USD): May 2016 perf: -0.85%, Last 12 Months: -35.15%
Auscap Long Short Australian Equities Fund: May 2016 perf: 0.96%, Last 12 Months: 12.40%
GAM Absolute Return Bond Fund (AU): May 2016 perf: -0.02%, Last 12 Months: 1.04%
Pengana Absolute Return Asia Pacific Fund: May 2016 perf: -0.56%, Last 12 Months: -0.90%
Kentgrove Capital Fund: May 2016 perf: 3.70%, Last 12 Months: 11.79%
Pengana Asia Special Events (Offshore) Fund (AUD): May 2016 perf: -0.50%, Last 12 Months: -1.27%
SGH ICE: May 2016 perf: 3.29%, Last 12 Months: 14.18%
SGH Wholesale Property Income Fund : May 2016 perf: 2.46%, Last 12 Months: 13.48%
Optimal Japan Trust AUD: May 2016 perf: 0.80%, Last 12 Months: -18.64%
Spectrum Strategic Income Fund: May 2016 perf: 0.54%, Last 12 Months: 3.97%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: May 2016 perf: 1.68%, Last 12 Months: 1.53%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: May 2016 perf: 5.50%, Last 12 Months: 4.82%
Avenir Value Fund: May 2016 perf: 7.08%, Last 12 Months: -2.08%
Schroders Global Value Fund: May 2016 perf: 4.61%, Last 12 Months: 10.23%
Watermark Market Neutral Fund Ltd (LIC): May 2016 perf: 1.70%, Last 12 Months: 18.33%
Trafalgar Copley Fund Limited AUD Class D1: May 2016 perf: -3.08%, Last 12 Months: -15.21%
Ophir Opportunities Fund: May 2016 perf: 5.00%, Last 12 Months: 42.38%
Fermat ILS Yield Fund: May 2016 perf: 0.62%, Last 12 Months: 6.25%
The Paragon Fund: May 2016 perf: 7.00%, Last 12 Months: 24.05%
Alexander Credit Opportunities Fund: May 2016 perf: 0.64%, Last 12 Months: 6.98%
Aberdeen Actively Hedged International Equities Fund: May 2016 perf: 4.43%, Last 12 Months: -4.82%
Aberdeen Australian Equities Fund: May 2016 perf: 3.00%, Last 12 Months: 0.11%
Aberdeen Australian Small Companies Fund: May 2016 perf: 4.09%, Last 12 Months: 10.94%
Aberdeen International Equity Fund : May 2016 perf: 4.37%, Last 12 Months: -4.85%
Aberdeen Fully Hedged International Equities Fund: May 2016 perf: 0.54%, Last 12 Months: -8.03%
Atlantic Pacific Australian Equity Fund: May 2016 perf: 3.55%, Last 12 Months: 5.89%
Alphinity Wh Australian Share Fund: May 2016 perf: 3.14%, Last 12 Months: 0.83%
Cor Capital Fund: May 2016 perf: 0.59%, Last 12 Months: 1.99%
Celeste Australian Small Companies Fund: May 2016 perf: -0.60%, Last 12 Months: 3.63%
The Montgomery Fund: May 2016 perf: 5.88%, Last 12 Months: 10.09%
Montgomery (Private) Fund: May 2016 perf: 5.55%, Last 12 Months: 12.74%
Forager International Shares Fund: May 2016 perf: 5.84%, Last 12 Months: 4.91%
Terra Natural Resources Fund : May 2016 perf: 3.50%, Last 12 Months: 45.60%
Legg Mason Western Asset Global Multi Strategy Bond Trust: May 2016 perf: 1.31%, Last 12 Months: 3.60%
Standard Life Investments Global Absolute Return Strategies Trust: May 2016 perf: 1.52%, Last 12 Months: -2.09%
Quay Global Real Estate Fund: May 2016 perf: 7.90%, Last 12 Months: 16.09%
Macquarie Asia New Stars No. 1 Fund: May 2016 perf: 6.03%, Last 12 Months: -17.38%
QATO Capital Market Neutral Long/Short Fund: May 2016 perf: 2.19%, Last 12 Months: -21.36%
AE Capital Systematic FX Fund: May 2016 perf: -1.02%, Last 12 Months: 13.02%
Cyan C3G Fund: May 2016 perf: 5.70%, Last 12 Months: 42.36%
Odey International Fund: May 2016 perf: 3.59%, Last 12 Months: -22.72%
Spire Copper Rock Capital Global Small Cap Equities : May 2016 perf: 7.96%, Last 12 Months: -2.42%
Nikko AM Australian Bond Fund: May 2016 perf: 1.37%, Last 12 Months: 4.39%
Perennial Value Wealth Defender Shares Trust: May 2016 perf: 1.00%, Last 12 Months: -7.49%
Legg Mason Martin Currie Equity Income Trust (Class A): May 2016 perf: 3.08%, Last 12 Months: -2.11%
Legg Mason Multi Asset Retirement Income Trust: May 2016 perf: 2.67%, Last 12 Months: 7.53%
Meme Australian Share Fund: May 2016 perf: 5.43%, Last 12 Months: 22.93%
Paradice Global Small Mid Cap Fund: May 2016 perf: 5.46%, Last 12 Months: -1.45%
Tribeca Global Total Return Fund: May 2016 perf: 0.80%, Last 12 Months: 6.49%
Ellerston Global Investments Limited (LIC): May 2016 perf: 1.74%, Last 12 Months: -0.59%
Antipodes Global Fund: May 2016 perf: 4.10%, Last 12 Months: 0.00%
Antipodes Asia Fund: May 2016 perf: 2.90%, Last 12 Months: 0.00%
Manikay Global Opportunistic (Offshore) Fund : May 2016 perf: 2.20%, Last 12 Months: 2.29%
VGI Partners Master Fund: May 2016 perf: 4.50%, Last 12 Months: 17.90%
NB Systematic Global Equity Trust (Z Class): May 2016 perf: 5.56%, Last 12 Months: -6.92%
APN AREIT Fund: May 2016 perf: 1.58%, Last 12 Months: 16.08%
APN Asian REIT Fund: May 2016 perf: 0.90%, Last 12 Months: 5.66%
Marsico Global Fund: May 2016 perf: 3.86%, Last 12 Months: -4.11%
Hunter Hall Global Equities Trust: May 2016 perf: 5.41%, Last 12 Months: -6.66%
Jamieson Coote Bonds Active Fund: May 2016 perf: 1.19%, Last 12 Months: 5.93%
Bennelong Twenty20 Australian Equities Fund: May 2016 perf: 4.48%, Last 12 Months: 2.09%
Gleneagle Income Plus Trust: May 2016 perf: 1.33%, Last 12 Months: 0.00%
Prime Value Opportunities Fund: May 2016 perf: 4.40%, Last 12 Months: 11.95%
Montaka Global Fund: May 2016 perf: 8.86%, Last 12 Months: 0.00%
Pengana Global Small Companies Fund: May 2016 perf: 5.11%, Last 12 Months: 0.75%
8IP Australian Small Companies Fund: May 2016 perf: 5.71%, Last 12 Months: 0.00%
Hunter Hall Australian Value Trust: May 2016 perf: 4.11%, Last 12 Months: 11.58%
Hunter Hall High Conviction Equities Trust: May 2016 perf: 11.10%, Last 12 Months: 111.01%
Prime Value Emerging Opportunities Fund: May 2016 perf: 2.80%, Last 12 Months: 0.00%
Pengana PanAgora Absolute Return Global Equities Fund: May 2016 perf: 0.88%, Last 12 Months: 4.40%
Affluence Investment Fund: May 2016 perf: 1.87%, Last 12 Months: 9.24%
PKF Arminius Core Fund: May 2016 perf: 1.22%, Last 12 Months: -1.00%
Magellan Infrastructure Fund (Unhedged): May 2016 perf: 3.24%, Last 12 Months: 13.16%
Touchstone Index Unaware Fund: May 2016 perf: 1.29%, Last 12 Months: 0.00%
Magellan Global Fund (Hedged): May 2016 perf: 1.79%, Last 12 Months: -0.77%
Allard Investment Fund: May 2016 perf: 3.40%, Last 12 Months: -5.63%

PORTFOLIOS

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OLIVIA123

OLIVIA guides investors through the application process, allowing them to complete applications faster and reducing the potential for errors.

Managed funds listed on the Prism Select portal have access to OLIVIA, which stands for "On-line Investor Verification & Interactive Applications".

 

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AFM INDEX»

Fund TypeAprilMayYTD12 Month% Reported
All
0.90%
2.51%
0.97%
3.23%
88.00%
Equity Based Funds
1.07%
3.50%
0.39%
3.96%
90.00%
Non Equity Based Funds
0.59%
0.65%
1.94%
1.69%
85.00%
Fund of Funds
1.50%
1.27%
1.81%
2.60%
82.00%
Single Funds
0.84%
2.65%
0.89%
3.32%
88.00%
ASX200 Acc
3.37%
3.09%
3.63%
-2.38%
-

Latest News»

»
«
25 Jun 2016 - Hedge Clippings
Australian Fund Monitors
Be careful of what you wish for....
24 Jun 2016 - QATO Capital Market Neutral...
Australian Fund Monitors
QATO Capital Market Neutral Long/Short Fund rose 2.19% in May and is negatively correlated to the S&P/ASX-100 Index (beta of -0.33).
23 Jun 2016 - APN AREIT Fund
Australian Fund Monitors
APN AREIT Fund rose 1.58% in May to take annualised return since inception to 18.46% p.a.
22 Jun 2016 - Signature Quantitative Fund
Australian Fund Monitors
Signature Quantitative Fund rose 0.4% for the month of May.
22 Jun 2016 - Fund Review: APN Asian REIT Fund May...
Australian Fund Monitors
May Fund Review is now available on APN Asian REIT Fund, a property securities fund, investing primarily in the Asian REITS.
21 Jun 2016 - 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 9.75% p.a.
View All News »

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