Fund Updates



Latest monthly


Our investors receive our monthly report directly. For an insight into our fund, below is our latest monthly report.

The fund returned -0.66% (net) for October in a soft equity market (ASX All Ords Accum, -1.3%) characterised by a major sell-off in global bond markets (AU 10-year bond yield increased by 53bps!) due to stronger than expected employment and inflation data in both the US and Australia. Investors also digested generally softer trading updates in a busy AGM season, while weighing up US election uncertainty, which saw a re-emergence of the ‘Trump trade’.

Read more by accessing the monthly below:

October 2024

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