NEWS
Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.82% in September, outperforming the RBA Cash Rate + 5% benchmark by +0.13%. Since inception in April 2018, the fund has returned +11.42% per annum, an outperformance of +4.41% relative to the...
Read more...
Performance Report: Argonaut Global Gold Fund
The Argonaut Global Gold Fund rose by +21.15% in September, outperforming the S&P Global Natural Resources AUD (TR) benchmark by +19.79%. Since inception in November 2022, the fund has returned +36.13% per annum, an outperformance of...
Read more...
Performance Report: Bennelong Long Short Equity Fund
The Bennelong Long Short Equity Fund rose by +3.34% in September, outperforming the ASX 200 Total Return benchmark by +4.12%. Since inception in February 2002, the fund has returned +12.46% per annum, an outperformance of +3.95% relative...
Read more...
Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) has returned +6.54% per annum since inception in January 2016, an outperformance of +2.13% relative to the FTSE EPRA/ NAREIT Developed NET TR benchmark which has returned +4.41% on an annualised...
Read more...
Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund has returned +10.87% per annum since inception in February 2009, an outperformance of +0.68% relative to the ASX 200 Total Return benchmark, which has returned +10.19% on an annualised basis over the...
Read more...
Performance Report: Insync Global Capital Aware Fund
The Insync Global Capital Aware Fund rose by +11.11% over the past 12 months. In August, Alphabet was a key contributor and Rightmove the largest detractor; the team maintained index-put protection and views elevated volatility as an...
Read more...
Performance Report: Argonaut Natural Resources Fund
The Argonaut Natural Resources Fund rose by +7.30% in August. Since inception in January 2020, the fund has returned +25.86% per annum, an outperformance of +16.95% relative to the S&P/ASX 300 Resources TR benchmark which has returned...
Read more...
Performance Report: Insync Global Quality Equity Fund
The Insync Global Quality Equity Fund has returned +12.49% per annum since inception in October 2009, an outperformance of +0.53% relative to the All Countries World (AUD) benchmark, which delivered +11.96% annually over the same period.
Read more...
Performance Report: Bennelong Twenty20 Australian Equities Fund
The Bennelong Twenty20 Australian Equities Fund rose by +2.02% in August. Since inception in November 2009, the fund has returned +9.89% per annum, an outperformance of +1.24% relative to the ASX 200 Total Return benchmark which has...
Read more...
Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund rose by +1.67% in August, driven by gains in Spectur and Wrkr, while MedAdvisor detracted from performance. Equitable remains focused on company-specific catalysts amid ongoing market volatility,...
Read more...
