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Printed: 28 October 2025 4:34 AM

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Performance Report: Surrey Australian Equities Fund
28 Jan 2020 - Australian Fund Monitors
The Surrey Australian Equities Fund fell in line with the market in December, returning -2.90%. Over CY2019 the Fund rose +19.54% with a volatility of 12.04%.
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On the Road Again Part 2 Germany Calling
28 Jan 2020 - Delft Partners
The second article following a research trip to Europe and Hong Kong. Germany is the epitome of fiscal rectitude and prudence. It is however surrounded by rather troublesome neighbours with whom it does most of its commercial transactions....
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Hedge Clippings | 24 January 2020
24 Jan 2020 - Australian Fund Monitors
The summer bushfires of 2019-2020 will undoubtedly go down in history as the worst on record, and this at a point of time when we have yet to see the end of January, and therefore - barring an unexpected deluge - there's more of the same to come.
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Performance Report: Harvest Lane Asset Management Absolute Return Fund
24 Jan 2020 - Australian Fund Monitors
The Harvest Lane Absolute Return Fund has returned +8.01% p.a. with an annualised volatility of 6.74% since inception in July 2013. In December the Fund returned -0.94% versus the ASX200 Accumulation Index's -2.17%.
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Performance Report: Glenmore Australian Equities Fund
24 Jan 2020 - Australian Fund Monitors
The Glenmore Australian Equities Fund returned +40.29% over CY2019 versus the ASX200 Accumulation Index's +23.40%. Since inception in June 2017, the Fund has returned +26.11% p.a. versus the Index's +10.74%.
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Performance Report: Insync Global Capital Aware Fund
24 Jan 2020 - Australian Fund Monitors
The Insync Global Capital Aware Fund ended CY2019 up +32.77% versus AFM's Global Equity Benchmark's +27.19%. Since inception in October 2009, the Fund has returned +11.21% p.a. with an annualised volatility of 9.45%.
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Performance Report: Bennelong Australian Equities Fund
23 Jan 2020 - Australian Fund Monitors
The Bennelong Australian Equities Fund has returned +27.44% over the past 12 months versus the ASX200 Accumulation Index's +23.40%. Since inception in February 2009, the Fund has outperformed the Index by +3.0% on an annualised basis.
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What drove Loftus Peak's +35% net-of-fees return for 2019
23 Jan 2020 - Alex Pollak (CIO)
Loftus Peak has been named among the top performing global fund managers for 2019. We believe our
investment philosophy and process underpin the successful year and longer-term track record.
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Performance Report: Bennelong Kardinia Absolute Return Fund
23 Jan 2020 - Australian Fund Monitors
The Bennelong Kardinia Absolute Return Fund rose +4.68% with a volatility of 5.05% over CY2019. Since inception in May 2006, the Fund has returned +8.74% p.a. with an annualised volatility of 7.03%.
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On the Road Again Part I the UK
22 Jan 2020 - Delft Partners
The first of 3 reports on a visit to the UK Germany and Hong Kong to assess investment opportunities. Whatever the outcome of prolonged Brexit negotiations, the UK like other European countries, needs an increase in fixed domestic...
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