NEWS
Performance Report: Glenmore Australian Equities Fund
The Glenmore Australian Equities Fund has returned +17.81% per annum since its inception in June 2017, an outperformance of +8.15% relative to the ASX 200 Total Return benchmark which has returned +9.66% on an annualised basis over the same period.
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Performance Report: Bennelong Emerging Companies Fund
The Bennelong Emerging Companies Fund has returned +18.03% per annum since its inception in November 2017, an outperformance of +8.49% relative to the ASX 200 Total Return benchmark, which has returned +9.54% on an annualised basis over...
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Performance Report: ECCM Systematic Trend Fund
The ECCM Systematic Trend Fund rose by +4.59% in February, outperforming the SG Trend benchmark by +0.69%. Since its inception in January 2020, the fund has returned +15.56% per annum, an outperformance of +7.45% relative to the benchmark,...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.74% in February, outperforming the RBA Cash Rate + 5% benchmark by +0.03%. Since its inception in April 2018, the fund has returned +11.51% per annum, an outperformance of +4.41% relative to the...
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Performance Report: Airlie Australian Share Fund
The Airlie Australian Share Fund rose by +1.60% in February. Since its inception in June 2018, the fund has returned +9.52% per annum, a difference of -0.15% relative to the ASX 200 Total Return benchmark, which has returned +9.67% on an...
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Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) rose by +2.15% in February. Since its inception in January 2016, the fund has returned +6.00% per annum, outperforming the FTSE EPRA/NAREIT Developed NET TR benchmark by +1.53 %, which has...
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Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund, since its inception in February 2009, has returned +10.62% per annum, an outperformance of +0.38% relative to the ASX 200 Total Return benchmark, which has returned +10.24% on an...
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Performance Report: 4D Global Infrastructure Fund (Unhedged)
The 4D Global Infrastructure Fund (Unhedged) rose by +5.26% in February. Over the past 12 months, the fund rose by +27.59%, an outperformance of +9.32% compared with the S&P Global Infrastructure TR (AUD) benchmark, which has returned +18.27%.
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Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund, since its inception in February 2009, has delivered positive returns in 89% of the months when the market was positive.
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Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund rose by +11.82% over the past 12 months, outperforming the ASX 200 Total Return benchmark by +4.45%. The month saw weakness in small-cap technology, with Compumedics and IODM contributing positively...
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