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 +3.7% (net) in January, taking our 2025 financial YTD performance to +12.2%, as President Trump was inaugurated on January 20 and didn’t waste time in “setting the wheels in motion” for his pro-US growth agenda. After a more hawkish December FOMC meeting disrupted global indices last month, markets reassessed their expectations for a Fed easing cycle, with less than two rate cuts now priced for 2025. And in Australia a softer inflation print opened the door for a Feb RBA rate cut with markets now pricing a 93% chance of a -25bp cut (odds that we see as too high). All in all, economic data remains robust though and both central banks have plenty up their sleeves should things deteriorate.

Read more by accessing the monthly below:


January 2025

Investor Webinar


The IPFM team recently hosted an investor webinar. Click the button below to access the recording.

December 2024 Webinar

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