NEWS
Performance Report: Canopy Global Small & Mid Cap Fund
The Canopy Global Small & Mid Cap Fund has returned +1.85% per annum since its inception in July 2024. In October, the fund saw mixed stock performance, with Edenred, Medpace and Assa Abloy contributing positively while AutoZone, Wise and...
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Performance Report: Insync Global Quality Equity Fund
The Insync Global Quality Equity Fund rose by +1.81% in October. Since its inception in October 2009, the fund has returned +12.56% per annum, an outperformance of +0.30% relative to the All Countries World (AUD) benchmark which has...
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Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund rose by +10.81% over the past 12 months. In October the fund was active in selectively adding to opportunities while maintaining a cautious stance, with Equitable noting improving sentiment in small...
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Performance Report: Skerryvore Global Emerging Markets All-Cap Equity Fund
The Skerryvore Global Emerging Markets All-Cap Equity Fund rose by +2.95% in October. Top contributors were TSMC, Airtac International and Raia Drogasil, while Franco-Nevada, Shenzhen Mindray and Jumbo detracted, and Skerryvore maintains a...
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Performance Report: Argonaut Natural Resources Fund
The Argonaut Natural Resources Fund rose by +2.50% in October. Since inception in January 2020, the fund has returned +28.83% per annum, an outperformance of +18.62% relative to the S&P/ASX 300 Resources TR benchmark, which has returned...
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Performance Report: Insync Global Capital Aware Fund
The Insync Global Capital Aware Fund rose by +1.30% in October. Alphabet was the top contributor, while Tencent was the largest detractor, and Insync maintains a measured outlook with a continued underweight to US technology alongside a...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +1.10% in October, outperforming the RBA Cash Rate + 5% benchmark by +0.41%. Since inception in April 2018, the fund has returned +11.45% per annum, an outperformance of +4.42% relative to the benchmark...
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Performance Report: Argonaut Global Gold Fund
The Argonaut Global Gold Fund rose by +66.57% over the past 12 months. Since its inception in November 2022, the fund has returned +33.93% per annum, an outperformance of +27.75% relative to the S&P Global Natural Resources AUD (TR)...
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Performance Report: Seed Funds Management Financial Income Fund
The Seed Funds Management Financial Income Fund rose by +0.80% in October, outperforming the Solactive Australian Hybrid Securities (Net) benchmark by +0.25%. Since its inception in October 2015, the fund has returned +6.48% per annum, an...
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Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund has returned +10.68% per annum since its inception in February 2009, an outperformance of +0.52% relative to the ASX 200 Total Return benchmark which has returned +10.16% on an annualised basis over...
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