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Printed: 18 March 2025 6:27 AM

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NEWS

Avenir Capital Value Fund
30 Jan 2015 - Australian Fund Monitors
Avenir Value Fund returned -4.42% during December 2014 with annual performance of 15.38% and volatility of 11.11% since inception.
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Fund Review: Aurora Fortitude Absolute Return Fund December 2014
30 Jan 2015 - Australian Fund Monitors
Aurora Fortitude Absolute Return Fund has produced annualised return of 7.38% with annualised volatility of 2.71% against the ASX200 Accumlation return of 7.29% with annualised volatility of 13.88%. The fund has reported 85.59% of positive...
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Fund Review: Bennelong Long Short Fund AFM Fund Review December 2014
30 Jan 2015 - Australian Fund Monitors
The Fund is a research driven, market and sector neutral, "pairs" trading strategy investing primarily in large cap stocks from the ASX/S&P100 Index and has produced an annualised return of 17.25% against the broader ASX200 Accumulation...
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Fund Review: Alpha Beta Asian Fund AFM Fund Review December 2014
29 Jan 2015 - Australian Fund Monitors
Alpha Beta Asian Fund, an Asian Quantitative Fund, returned 4.01% over the last 12 months, with a volatility of 5.15%. Since inception the fund has returned 22.50%. The Fund CPD Points available for reading the review.
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Auscap Long Short Australian Equities Fund
29 Jan 2015 - Australian Fund Monitors
Auscap Long Short Australian Equities Fund recorded a return of 0.44% in December with the annual return 23.17% and a volatility of 7.46%.
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Fund Review: Optimal Australia Absolute Trust December 2014
28 Jan 2015 - Australian Fund Monitors
Since inception the Fund has return of 9.23%, compared to the ASX200 Accumulation Index of 5.45%. The Fund has a very low volatility of 3.56% since inception compared to 14.52% for the index.
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Pengana Absolute Return Asia Pacific Fund
28 Jan 2015 - Australian Fund Monitors
Pengana Absolute Return Asia Pacific Fund returned 0.74% in December and 6.20% for the year (ASX200 Accum 5.61%) with a volatility of 2.79% and a Sharpe ratio of 1.29.
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Fund Review: Bennelong Kardinia Absolute Return Fund Dec 2014
27 Jan 2015 - Australian Fund Monitors
The Bennelong Kardinia Absolute Return Fund returned 1.53% compared 0.21% for ASX200 Accumulation Index. Since inception the fund has had an annualised return of 13.10% compared to 4.51% for the index. Volatility of the fund over the last...
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The Paragon Fund
27 Jan 2015 - Australian Fund Monitors
The Paragon Fund returned -0.50% (ASX 200 Accum 2.06%) during December with annual returns at 16.09% (Index 5.61%) with a volatility 15.16% (Index 10.95%).
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Fund Review: Insync Global Titans Fund December 2014
27 Jan 2015 - Australian Fund Monitors
The Fund's unit price increased by 2.57% in December with 12 month return at 10.40% compared to the ASX200 Accum 5.61%. The broad thesis behind the Fund's strategy and portfolio construction is that companies which have shown a consistent...
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