Performance Commentary In the month of February, the portfolio lost 3.6%, underperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 4.8%. Tech shares were very…
B. Ethical Investment Fund Annual Report We are pleased to present the 2019-2020 Annual Report for the B. Ethical Investment Fund. The Annual Report contains…
Performance Commentary In the month of January, the portfolio gained 3.6%, outperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 3.9%. Global markets were flat…
Performance Commentary In the month of December, the portfolio fell 0.5%, underperforming a strong benchmark S&P/ASX Small Ordinaries Accumulation Index which rose by 2.8%. The…
Performance Commentary In the month of November, the portfolio gained 5.7%, but underperformed the benchmark S&P/ASX Small Ordinaries Accumulation Index by 4.6%. The news of…
Performance Commentary In the month of October, the portfolio gained 5.2%, outperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 4.7%. Global markets declined in…
Performance Commentary In a falling month, the portfolio lost a meagre 0.6%, outperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 2.2%. To say the…