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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.


May 2024
Perpetual Live Webinar | Why Australian bonds are offering the best value seen in decades
16 May 2024 11:00 AM to 12:00 PM

Greg and Skye Masters from National Australia Bank's Markets Research team will provide essential economic insights on current bond market opportunities in a live webinar.

 

May 2024
RBA - Monetary Policy Decision
7 May 2024 2:30 PM to 3:00 PM
65 Martin Place, Sydney
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Peer Group Analysis View All»

Index Selector Links 1 Year 3 Year 5 Year
10.13%
8.70%
7.66%
103.68%
21.73%
73.69%
8.67%
-0.56%
3.24%
10.45%
6.51%
8.00%
12.36%
7.10%
8.82%
7.16%
0.80%
4.62%
13.26%
8.53%
9.34%
22.12%
7.43%
11.02%
16.68%
3.19%
9.66%
14.64%
4.04%
9.57%
4.31%
0.59%
1.72%
8.30%
3.08%
4.11%
8.24%
6.22%
5.97%
8.80%
6.17%
6.06%
3.98%
7.77%
5.65%
8.42%
4.55%
6.34%
-2.69%
1.78%
3.08%

Hedge Clippings

Hedge Clippings | 19 April 2024
19 Apr 2024 - FundMonitors.com
US Fed Chair Jerome Powell has been walking back - or talking back - expectations for an imminent rate cut in the US for some time now. At the end of last year, market expectations were for the Fed to cut up to six times this year.
Read more...
19 Apr 2024 Performance Report: Bennelong Twenty20 Australian... FundMonitors.com
The Bennelong Twenty20 Australian Equities Fund rose by +2.03% in March. Since inception in November 2009, the fund has returned +9.88% per annum, an...
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19 Apr 2024 Why 2024 will be a 'show me' year Alphinity Investment Management
2023 global equity returns were dominated by an alphabet soup of megatrends. From (Chat)GPT shining the spotlight on the lifechanging potential of...
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18 Apr 2024 Performance Report: Altor AltFi Income Fund FundMonitors.com
The Altor AltFi Income Fund rose by +0.75% in March. Since inception in April 2018, the fund has returned +11.86% per annum, a difference of +5.37%...
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18 Apr 2024 An upgrade to the financial system's plumbing Pendal
The RBA looks set to re-build our financial system's plumbing. Pendal's head of government bond strategies, Tim Hext, explains what it could mean for...
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17 Apr 2024 Performance Report: Bennelong Emerging Companies... FundMonitors.com
The Bennelong Emerging Companies Fund rose by +1.06% in March. Since inception in November 2017, the fund has returned +18.22% per annum, an...
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17 Apr 2024 Performance Report: Argonaut Natural Resources... FundMonitors.com
The Argonaut Natural Resources Fund rose by +7.7% in March, outperforming the S&P/ASX 300 Resources TR benchmark by +3.47%. Since inception in...
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17 Apr 2024 Glenmore Asset Management - Market Commentary Glenmore Asset Management
Equity markets were stronger in March. In the US, the S&P 500 rose +3.1%, the Nasdaq was up +1.8%, whilst in the UK, the FTSE 100 rose +4.2%. In...
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16 Apr 2024 Performance Report: Skerryvore Global Emerging... FundMonitors.com
The Skerryvore Global Emerging Markets All-Cap Equity Fund rose by +2.08% in March. Since inception in August 2021, the fund has returned +5.04% per...
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16 Apr 2024 Performance Report: Airlie Australian Share Fund FundMonitors.com
The Airlie Australian Share Fund rose by +3.13% in March. Since inception in June 2018, the fund has returned +11.6% per annum, an outperformance of...
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16 Apr 2024 Investment Perspectives: Aussie interest rates... Quay Global Investors
In the absence of a change in fiscal policy, the consumer and policy cycle will repeat until interest rates approach zero (again).
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10 Apr 2024 Fund Monitors | Portfolios FundMonitors.com
Fundmonitors.com enables you to build and save customized portfolios with multiple funds and track return risk correlation and many other metrics.
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21 Mar 2024 ESG in 10: Episode 15 - The disproportionate... Fidante Partners
In this episode, we delve deep into this crucial topic with Melissa Stewart, a member of the Alphinity Sustainable Share Fund and Alphinity Global...
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19 Mar 2024 Fund Monitors | Peer Groups FundMonitors.com
If you are interested in how a particular fund has performed compared to its competitors or how different sectors have performed against each other,...
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7 Mar 2024 Fund Monitors | Custom Statistics FundMonitors.com
Custom statistics allows you to designate the information you want to see and compare funds, indices and even your own portfolios. It generates a...
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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...
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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,...
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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...
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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...
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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...
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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...
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