NEWS
Performance Report: Bennelong Long Short Equity Fund
The Bennelong Long Short Equity Fund returned -0.57% in September, outperforming the ASX 200 Total Return benchmark by +2.27%. Since inception in February 2002, the fund has returned +12.34% per annum, an outperformance of +4.5% relative...
Read more...
Performance Report: Airlie Australian Share Fund
The Airlie Australian Share Fund returned -2.83% in September, performing in line with the ASX 200 Total Return. Since inception in June 2018, the fund has returned +9.61% per annum, an outperformance of +2.42% relative to the benchmark...
Read more...
Performance Report: Bennelong Emerging Companies Fund
The Bennelong Emerging Companies Fund returned -3.1% in September. Since inception in November 2017, the fund has returned +16.97% per annum, a difference of +9.72% relative to the ASX 200 Total Return benchmark which has returned +7.25%...
Read more...
Performance Report: Collins St Value Fund
The Collins St Value Fund rose by +1.93% in September, outperforming the ASX 200 Total Return benchmark by +4.77%. Since inception in February 2016, the fund has returned +13.33% per annum, an outperformance of +4.35% relative to the...
Read more...
Performance Report: ASCF High Yield Fund
The ASCF High Yield Fund rose by +0.56% in September, outperforming the Bloomberg AusBond Composite 0+ Yr benchmark by +2.09%. Since inception in March 2017, the fund has returned +8.22% per annum, an outperformance of +7.19% relative to...
Read more...
Performance Report: Argonaut Natural Resources Fund
The Argonaut Natural Resources Fund returned -0.09% in September, outperforming the ASX 200 Total Return benchmark by +2.75%. Since inception in January 2020, the fund has returned +34.71% per annum, an outperformance of +29.27% relative...
Read more...
Performance Report: Skerryvore Global Emerging Markets All-Cap Equity Fund
The Skerryvore Global Emerging Markets All-Cap Equity Fund returned -3.28% in September. Over the past 12 months, the Skerryvore Global Emerging Markets All-Cap Equity Fund has risen by +17.74% compared with the MSCI Emerging Markets...
Read more...
Performance Report: Rixon Income Fund
The Rixon Income Fund rose by +0.99% in September, outperforming the RBA Cash Rate + 5% benchmark by +0.26%. Since inception in November 2022, the fund has returned +11.41% cumulatively, an outperformance of +3.53% relative to the benchmark.
Read more...
Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund returned -6.51% in September. Since inception in February 2009, the fund has returned +11.43% per annum, an outperformance of +2.01% relative to the ASX 200 Total Return benchmark which has returned...
Read more...
Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund returned -4.4% in August. Top contributors included Archtis (AR9) and Scout Security. Key detractors included Energy Tech. (EGY) and Intelligent Monitoring (IMB). Equitable noted illiquidity cut both...
Read more...
