Fund Update

May 2021

Performance Commentary In the month of May, the portfolio rose 2.3%, outperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 2.0%. Inflation concerns worried global…
Fund Update

April 2021

Performance Commentary In the month of April, the portfolio rebounded 6.7%, outperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 1.7%. Australian shares rallied, but…
Fund Update

March 2021

Performance Commentary In the month of March, the portfolio fell 1.8%, underperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 2.6%. Global markets rallied in…
Fund Update

October 2020

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…