Fund Monitors Pty Ltd

www.fundmonitors.com
© Copyright 2024
Printed: 29 February 2024 2:53 AM
Search Funds

Compare and Track Over 800 Managed Funds

Welcome to FundMonitors.com - Trusted, Targeted Research for Self-Directed Investors and Financial Advisors.

Use the Peer Group Analysis to Compare Funds, and a free FACT Sheet covering every fund for registered users.



Compare and Track Over 800 Managed Funds

Subscribers can access Narrative Performance Reports, Performance Summaries with Peer Group Rankings, or full Performance Analysis.



Compare and Track Over 800 Managed Funds

Check the Education videos at the bottom of this page to make the most of what's on offer.


March 2024
Getting the Most out of the Fund Monitors Database
19 Mar 2024 4:00 PM to 4:30 PM

Join our FREE webinars to help you get the most out of the FundMonitors.com database.

March 2024
RBA - Monetary Policy Decision
19 Mar 2024 2:30 PM to 3:00 PM
65 Martin Place, Sydney
More events

Find a Fund

Funds Found

close

Peer Group Analysis View All»

Index Selector Links 1 Year 3 Year 5 Year
4.94%
7.59%
6.85%
63.14%
23.50%
65.17%
-0.54%
-3.84%
3.06%
3.00%
6.05%
8.73%
7.31%
6.57%
8.90%
2.94%
0.74%
5.27%
6.18%
8.66%
9.67%
16.79%
5.97%
10.63%
11.14%
2.17%
8.86%
4.32%
2.68%
9.53%
4.28%
-0.18%
1.77%
6.83%
2.85%
4.26%
8.90%
6.12%
6.01%
7.68%
5.90%
6.00%
3.81%
8.62%
6.29%
4.83%
4.87%
6.66%
-8.94%
2.09%
3.43%

Hedge Clippings

Hedge Clippings | 23 February 2024
24 Feb 2024 - FundMonitors.com
This week for a change, Hedge Clippings is going to ignore the Reserve Bank, inflation, interest rates, and even politics, as Barnaby's retired to the bush, and Donald Trump has seemingly even gone quiet as he considers his next legal...
Read more...
29 Feb 2024 Performance Report: Equitable Investors Dragonfly... FundMonitors.com
The Equitable Investors Dragonfly Fund returned -2.54% in January. Top contributors included Adveritas and MedAdvisor, while Scout Security and...
Read more
29 Feb 2024 Performance Report: PURE Resources Fund FundMonitors.comv
The PURE Resources Fund returned -0.99% in January, outperforming the S&P/ASX Small Resources TR benchmark by +0.97%. Since inception in May 2021,...
Read more
29 Feb 2024 Just Eat the Marshmallow: Why Wait When Value Is... Redwheel
Self-control's influence on success has been a topic of extensive study, one of the most famous involving four-year-olds, and marshmallows.
Read more
28 Feb 2024 Performance Report: Argonaut Natural Resources... FundMonitors.com
The Argonaut Natural Resources Fund returned -6.9% in January. Since inception in January 2020, the fund has returned +30.1% per annum, an...
Read more
28 Feb 2024 Global Matters: Gridlock - the vital role of... 4D Infrastructure
In this article, Christopher James (Senior Investment Analyst), analyses the drivers of electricity transmission investment, key challenges,...
Read more
27 Feb 2024 Performance Report: Emit Capital Climate Finance... FundMonitors.com
The Emit Capital Climate Finance Equity Fund has returned +29.87% per annum since inception in August 2019, an outperformance of +19.43% relative to...
Read more
27 Feb 2024 Australian Secure Capital Fund - Market Update Australian Secure Capital Fund
The November RBA meeting brought the 13th interest rate increase for the cycle, raising rates by 25 basis points, bringing the cash rate to 4.35%....
Read more
26 Feb 2024 Performance Report: Altor AltFi Income Fund FundMonitors.com
The Altor AltFi Income Fund rose by +0.87% in January. Since inception in April 2018, the fund has returned +11.93% per annum, an outperformance of...
Read more
26 Feb 2024 New Funds on Fundmonitors.com FundMonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer...
Read more
23 Feb 2024 Performance Report: Digital Asset Fund (Digital... FundMonitors.com
The Digital Asset Fund (Digital Opportunities Class) rose by +3.42% in January. Since inception in May 2021, the fund has returned +23% per annum, an...
Read more
13 Feb 2024 Fund Monitors | Watch List FundMonitors.com
Using a watchlist gives you access to the most up to date information on the funds that you're most interested in. By adding funds to your watchlist...
Read more
7 Feb 2024 Fund Monitors | Fund Selector Tool FundMonitors.com
FundMonitor.com's Fund Selector also allows you to filter your search by individual criteria. You can filter by strategy, fund structure, fund size,...
Read more
6 Feb 2024 Magellan Global Quarterly Update Magellan Asset Management
Arvid Streimann discusses investment attributes that led the market in 2023 and key thematics to watch out for in the year ahead, while Nikki Thomas...
Read more
30 Jan 2024 Airlie Quarterly Update - January 2024 Airlie Funds Management
Emma Fisher provides her perspective on how the Australian equity market played out in 2023 and the outlook for the year ahead. Emma also discusses...
Read more
8 Dec 2023 The weight loss drug shaping-up as a gamechanger Magellan Asset Management
The world is awash with news that a drug designed to treat type 2 diabetes has also been approved to help achieve weight loss. Glucagon-like peptide...
Read more
1 Dec 2023 What is AMR and why is it important for Investors? Fidante Partners
In this episode, Charlotte is joined by Moana Nottage from Alphinity Investment Management to discuss her research into Antimicrobial Resistance...
Read more
2 Nov 2023 Airlie Quarterly Update Airlie Funds Management
Emma Fisher, Portfolio Manager, chats to Airlie's Analysts Joe Wright and Jack McNally about their recent US trip and findings from their discussions...
Read more
30 Oct 2023 Global Quarterly Update Magellan Asset Management
Arvid Streimann discusses recent market volatility and the risks to watch out for, while Nikki Thomas shares her observations from her recent US trip...
Read more
11 Oct 2023 Who will benefit from the energy transition? Magellan Asset Management
Net Zero is not a new ambition for governments and companies, with some sectors like utilities focused on this climate risk for quite some time now. ...
Read more
3 Oct 2023 Webinar Recording 26 September 2023| Getting the... FundMonitors.com
To help you get a better understanding of the www.fundmonitors.com database, watch this webinar recording to help you learn to navigate the database...
Read more

Online Applicatons


Free, simple and secure
Olivia123 - the fast simple and secure online alternative to completing paper based application forms.

Featured Funds

Education

What Our Clients Say

"I've been subscribing to AFM for over two years and love it. The ability to compare funds, do in-depth research and gain data-driven insights into performance metrics and performance rankings in a highly visual way is second to none. Highly recommended."

~ James Waggett,
Managing Director of Waggett Wealth Advice Ltd


Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: [email protected]