NEWS
Performance Report: Bennelong Australian Equities Fund
The Bennelong Australian Equities Fund has returned +10.95% per annum since inception in February 2009, an outperformance of +1.88% relative to the ASX 200 Total Return benchmark which has returned +9.07% on an annualised basis over the same period.
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Performance Report: DS Capital Growth Fund
The DS Capital Growth Fund has risen by +5.08% over the past 12 months, an outperformance of 2.13% vs the ASX 200 Total Return benchmark. Since inception in January 2013, the fund has returned +11.76% per annum, an outperformance of...
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Performance Report: Glenmore Australian Equities Fund
The Glenmore Australian Equities Fund has returned +16.4% per annum since inception in June 2017, an outperformance of +9.58% relative to the ASX 200 Total Return benchmark which has returned +6.82% on an annualised basis over the same period.
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Performance Report: Quay Global Real Estate Fund (Unhedged)
The Quay Global Real Estate Fund (Unhedged) returned -1.27% in October, outperforming the FTSE EPRA/ NAREIT Developed NET TR benchmark by +1.67%. Since inception in January 2016, the fund has returned +5.18% per annum, an outperformance of...
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Performance Report: Argonaut Natural Resources Fund
The Argonaut Natural Resources Fund returned -2.41% in October, outperforming the ASX 200 Total Return benchmark by +1.37%. Since inception in January 2020, the fund has returned +32.99% per annum, an outperformance of +28.73% relative to...
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Performance Report: Bennelong Concentrated Australian Equities Fund
The Bennelong Concentrated Australian Equities Fund has returned +12.28% per annum since inception in February 2009, an outperformance of +3.21% relative to the ASX 200 Total Return benchmark which has returned +9.07% on an annualised...
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Performance Report: 4D Global Infrastructure Fund (Unhedged)
The 4D Global Infrastructure Fund (Unhedged) returned -1.63% in October, outperforming the S&P Global Infrastructure TR (AUD) benchmark by +2.12%. Since inception in March 2016, the fund has returned +8.22% per annum, an outperformance of...
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Performance Report: Rixon Income Fund
The Rixon Income Fund rose by +0.96% in October, outperforming the RBA Cash Rate + 5% benchmark by +0.23%. Since inception in November 2022, the fund has returned +12.48% per annum, an outperformance of +3.82% relative to the benchmark...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.8% in October, outperforming the RBA Cash Rate + 5% benchmark by +0.07%. Since inception in April 2018, the fund has returned +10.95% per annum, an outperformance of +4.67% relative to the benchmark...
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Performance Report: Insync Global Quality Equity Fund
The Insync Global Quality Equity Fund has risen by +25.37% over the past 12 months, an outperformance of +2.92% vs the All Countries World (AUD) benchmark. Since inception in October 2009, the fund has returned 12.05% p.a. vs the...
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