NEWS
Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund rose by +10.1% in July, outperforming the ASX 200 Total Return benchmark by +5.91%. Top contributors included Intelligent Monitoring (IMB) and De.mem (DEM), while Adveritas (AV1) was the main...
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Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund rose by +5.79% in July, outperforming the ASX 200 Total Return benchmark by +1.6%. Since inception in February 2009, the fund has returned +13.17% per annum, an outperformance of +3.13%...
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Performance Report: Glenmore Australian Equities Fund
The Glenmore Australian Equities Fund rose by +3.38% in July. Since inception in June 2017, the fund has returned +19.68% per annum, an outperformance of +10.57% relative to the ASX 200 Total Return benchmark which has returned +9.11% on...
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Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund rose by +5.41% in July, outperforming the ASX 200 Total Return benchmark by +1.22%. Since inception in February 2009, the fund has returned +11.85% per annum, an outperformance of +1.81% relative to...
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Performance Report: Argonaut Natural Resources Fund
The Argonaut Natural Resources Fund rose by +0.05% in July, outperforming the S&P/ASX 300 Resources TR benchmark by +1.11%. Since inception in January 2020, the fund has returned +26.73% per annum, an outperformance of +18.42% relative to...
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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 +3.83% in July, outperforming the MSCI Emerging Markets (MMEF) AUD benchmark by +1.25%. Since inception in August 2021, the fund has returned +5.08% per annum, an...
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Performance Report: DS Capital Growth Fund
The DS Capital Growth Fund rose by +2.02% in July. Since inception in January 2013, the fund has returned +12.79% per annum, an outperformance of +3.5% relative to the ASX 200 Total Return benchmark which has returned +9.29% on an...
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Performance Report: Bennelong Long Short Equity Fund
The Bennelong Long Short Equity Fund returned -0.06% in July. Since inception in February 2002, the fund has returned +12.68% per annum, an outperformance of +4.36% relative to the ASX 200 Total Return benchmark which has returned +8.32%...
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Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) rose by +7.4% in July. Since inception in January 2016, the fund has returned +7.29% per annum, an outperformance of +3.15% relative to the FTSE EPRA/ NAREIT Developed NET TR benchmark which has...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.77% in July, outperforming the RBA Cash Rate + 5% benchmark by +0.02%. Since inception in April 2018, the fund has returned +11.73% per annum, an outperformance of +5.09% relative to the benchmark...
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