Not really, they perform similar as a whole actually. Read the article below, from fundmonitors. ALF is comparable to these Long/Short funds.
02 APR 2016 - HEDGE CLIPPINGS
By: Australian Fund Monitors
"Beta" Rally does some damage, and so long Ronnie Corbett. RIP.
While no fund performances for March are available as yet, anecdotal evidence suggests it has been a pretty tough month for many active managers courtesy of a "beta" rally, particulary in stocks of pretty dubious quality, or those that had previously been oversold. This can make it difficult for non index type funds, such as hedge or those seeking absolute returns, as they normally have good reason to either avoid, or short stocks with poor management or a poor outlook, only to see a significant bounce in the price against all apparent logic or fundamentals.
These situations work themselves out over time as the cream always floats to the top, and the dregs sink to the bottom. However, it can take a while for the turbulence to end, and the froth to subside before the end product declares itself and is worth consuming. In this environment investors are best either sitting tight in funds which have a sound long term track record and good risk adjusted performance, or sitting on the sidelines, as many SMSF's have done over the past few years.
The problem with sitting on the sidelines in the current interest rate environment is evident, and sooner or later investors will have to lower their targeted returns from the previously acheivable double digits, to a more realistic single digit number. And if cash is only hovering around 2-3% (and unlikely to move higher in the foreseeable future) then a return of 2 to 3 times that, provided it doesn't come with excess risk, is likley to be pretty attractive.
On a different note we have uploaded an
excellent piece to our library by Hugh Dive of Aurora Funds Management on the subject of short selling. Clear and concise the article takes you through the history, mechanics, logic and rationale for short selling in a brief 3 pages which won't send you to sleep or have you reaching for a glass of something.
Against a backdrop of further volatility in March the ASX200 rose 4.17% for the month to halve the YTD losses to 4.02%. Meanwhile:
APN AREIT Fund rose 3.13%, outperforming the S&P/ASX300 Porperty Trust Accumulation Index's return of 2.81%, by 0.32%.
Jamieson Coote Bonds Active Fund rose 1.08% to take annualised performance since inception to 6.10% p.a., achieved with low volatility of 2.53%.
NWQ Fiduciary Fund fell 2.53% bringing the net performance for the trailing 12 months to 9.27%.
The
Bennelong Twenty20 Australian Equities Fund returned -2.67% against the ASX 200 Accumulation Index which returned -1.76%.
Affluence Investment Fund returned -0.20% against the Australian equities market return of -1.76%, to give an outperformance of 1.56%.
Pengana Absolute Return Asia Pacific Fund rose 1.10%, compared to FTSE All World Asia Pacific Index which fell 2.05%.
Newgate Real Estate and Infrastructure Fund delivered a negative 0.70% outperforming the ASX200 Accumulation Index, by 1.06%.
Insync Global Titans Fund returned -1.80%, compared to the MSCI All Country World ex-Australia Net Total Return Index in $A, which returned -1.6%.
Pengana PanAgora Absolute Return Global Equities Fund returned -1.62% for the month of February. The Fund has low systematic risk (beta) to the ASX200 and the MSCI World Indices of 0.10.
FUND REVIEWS released this week:
Bennelong Kardinia Absolute Return Fund;
Meme Australian Share Fund;
APN Asian REIT Fund;
Totus Alpha Fund;
Pengana Absolute Return Asia Pacific Fund;
Bennelong Twenty20 Australian Equities Fund
We have not been publishing our usual "and now for something completely different" for some time, partly due to the time it took to find original, and hopefully funny, or original content. However the sad passing of Ronnie Corbett overnight, the "little" half (or should that be one third) but the remaining one of the Two Ronnies should have provided plenty of material.
Sadly the choice was so great it was difficult to choose, but here's a selection put forward by the
Independent. Meanwhile I couldn't find my own favourite, although I can't recall which of the two Ronnies delivered it, dead pan as only they could:
"And now some late news in from Sydney, Australia where a woman has been taken to hospital after being bitten on the funnel by a finger-web spider."
And on that note, have a great week-end.
Regards,
Chris
CEO, AUSTRALIAN FUND MONITORS
Connect with me on
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Australian Fund Monitors are helping to raise awareness to support research into prevention and cure for cerebral palsy. For more information visit
www.cpresearch.org.au or
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LOGGED OUT
Allard Investment Fund: February 2016 perf: -2.88%, Last 12 Months: -8.30%
Cadence Capital Limited: February 2016 perf: -7.38%, Last 12 Months: -8.01%
Aviator Macro Opportunities Fund : February 2016 perf: 0.31%, Last 12 Months: 6.62%
Bennelong Kardinia Absolute Return Fund: February 2016 perf: -1.78%, Last 12 Months: 0.59%
K2 Asian Absolute Return Fund: February 2016 perf: -1.56%, Last 12 Months: -14.44%
K2 Australian Absolute Return Fund: February 2016 perf: -1.43%, Last 12 Months: -10.85%
K2 Select International Absolute Return Fund: February 2016 perf: -3.27%, Last 12 Months: -4.97%
Macquarie Asian Alpha Fund (Cayman) - Class A USD: February 2016 perf: -3.63%, Last 12 Months: -8.54%
NAOS Emerging Companies Long Short Equities Fund: February 2016 perf: 1.75%, Last 12 Months: 8.94%
OC Dynamic Equity Fund: February 2016 perf: -3.40%, Last 12 Months: 7.85%
OC Premium Small Company Fund: February 2016 perf: -1.50%, Last 12 Months: 4.80%
Platinum Asia Fund: February 2016 perf: -3.69%, Last 12 Months: -15.35%
Platinum Japan Fund - AUD: February 2016 perf: -2.21%, Last 12 Months: 4.48%
Platypus Australian Equity Fund: February 2016 perf: -3.20%, Last 12 Months: -3.51%
Blue Sky SRA Alliance Fund - Absolute Return Units: February 2016 perf: -0.24%, Last 12 Months: 10.02%
PM CAPITAL Global Companies Fund: February 2016 perf: -4.10%, Last 12 Months: -7.22%
PM CAPITAL Australian Companies Fund: February 2016 perf: -5.80%, Last 12 Months: -11.11%
PM CAPITAL Enhanced Yield Fund: February 2016 perf: -0.30%, Last 12 Months: -0.31%
Antares High Growth Shares Fund: February 2016 perf: -2.60%, Last 12 Months: -11.63%
Premier Global Select Fund: February 2016 perf: -0.89%, Last 12 Months: -5.05%
Regal Atlantic Absolute Return Fund: February 2016 perf: -19.79%, Last 12 Months: 41.43%
WAM Capital Ltd: February 2016 perf: -2.60%, Last 12 Months: 13.44%
WaveStone Capital Absolute Return Fund: February 2016 perf: -3.44%, Last 12 Months: -1.94%
Elstree Enhanced Income Fund: March 2016 perf: 1.07%, Last 12 Months: -0.95%
Platinum International Fund: February 2016 perf: -1.98%, Last 12 Months: -4.87%
Platinum Unhedged Fund: February 2016 perf: -2.41%, Last 12 Months: -6.83%
Platinum European Fund: February 2016 perf: -2.31%, Last 12 Months: -1.74%
Platinum International Brands Fund: February 2016 perf: 0.15%, Last 12 Months: -0.20%
Platinum International Health Care Fund: February 2016 perf: -0.10%, Last 12 Months: 3.37%
Platinum International Technology Fund: February 2016 perf: -1.23%, Last 12 Months: -2.80%
Macquarie Australia Plus Fund: February 2016 perf: -0.31%, Last 12 Months: 14.70%
Regal Tasman Market Neutral Fund: February 2016 perf: -10.97%, Last 12 Months: 10.31%
AUI Wingate Global Equity Fund (Foundation Units): February 2016 perf: -0.78%, Last 12 Months: -6.09%
Aurora Dividend Income Trust: February 2016 perf: -5.00%, Last 12 Months: -19.09%
Select Real Return Fund: February 2016 perf: 3.45%, Last 12 Months: 1.50%
Select Listed Investments: February 2016 perf: 1.17%, Last 12 Months: -7.17%
Baker Steel Gold: February 2016 perf: 37.94%, Last 12 Months: 32.80%
Pengana Australian Equities Fund: February 2016 perf: -3.15%, Last 12 Months: -1.94%
Pengana Global Resources Fund: February 2016 perf: 11.60%, Last 12 Months: -17.44%
Pengana Emerging Companies Fund: February 2016 perf: -2.10%, Last 12 Months: 2.78%
WAM Active Ltd: February 2016 perf: -1.60%, Last 12 Months: 9.55%
WAM Research Ltd: February 2016 perf: -3.60%, Last 12 Months: 15.40%
Kaiser Trading Fund 2x: February 2016 perf: 6.49%, Last 12 Months: -2.12%
Denning Pryce Equity Income Fund: February 2016 perf: -2.09%, Last 12 Months: -13.68%
Prime Value Growth Fund: February 2016 perf: -2.82%, Last 12 Months: -13.42%
Prime Value Imputation Fund: February 2016 perf: -2.34%, Last 12 Months: -12.94%
Vaughan Nelson Global Small-Mid Cap Fund: February 2016 perf: -1.32%, Last 12 Months: -3.80%
Loomis Sayles Credit Opportunities Fund: February 2016 perf: -0.01%, Last 12 Months: -1.62%
Loomis Sayles Senior Loan Fund : February 2016 perf: -0.13%, Last 12 Months: 1.32%
Macquarie Winton Global Alpha Fund: February 2016 perf: 1.61%, Last 12 Months: 7.15%
Kapstream Wholesale Absolute Return Income Fund: February 2016 perf: -0.11%, Last 12 Months: 1.70%
Optimal Japan Absolute Long Fund (USD): February 2016 perf: -11.28%, Last 12 Months: -21.53%
Allard Growth Fund (USD): February 2016 perf: -2.16%, Last 12 Months: -14.17%
OC Concentrated Equity Fund: February 2016 perf: -6.40%, Last 12 Months: 4.77%
GMO Systematic Global Macro Trust - Class A: February 2016 perf: 2.79%, Last 12 Months: -2.70%
Ironbark Global Diversified Alternatives Fund: February 2016 perf: 0.31%, Last 12 Months: -2.05%
BT Total Return Fund: February 2016 perf: 0.47%, Last 12 Months: 1.50%
Signature Quantitative Fund: February 2016 perf: -2.50%, Last 12 Months: 0.88%
QAM Global Equities Fund - Class A: February 2016 perf: -9.80%, Last 12 Months: -4.98%
Kohinoor Series Three Fund USD: February 2016 perf: -0.41%, Last 12 Months: -3.21%
Macquarie Asian Alpha Fund (Australian Fund): February 2016 perf: -3.77%, Last 12 Months: -8.17%
Blue Sky SRA Alliance Fund - Real Return Units: February 2016 perf: -0.72%, Last 12 Months: 1.30%
Blue Sky Investment Science - Dynamic Macro Units: February 2016 perf: 3.30%, Last 12 Months: 14.93%
Optimal Australia Absolute Trust: February 2016 perf: 0.80%, Last 12 Months: 11.11%
QIC Global Fixed Interest Alpha Fund: February 2016 perf: -1.35%, Last 12 Months: -1.60%
The 36 South Cullinan Fund (EUR): February 2016 perf: -12.49%, Last 12 Months: -41.33%
TGM Global Macro AUD: February 2016 perf: 2.97%, Last 12 Months: 5.31%
Pengana Asia Special Events (Offshore) Fund: February 2016 perf: 1.00%, Last 12 Months: 0.41%
Regal Australian Long Short Equity Fund: February 2016 perf: -5.44%, Last 12 Months: -6.36%
Australian Leaders Fund: February 2016 perf: -2.08%, Last 12 Months: 14.03%
DDH Global Fixed Interest Alpha Fund: February 2016 perf: -1.42%, Last 12 Months: -1.69%
Smallco Investment Fund: March 2016 perf: 2.88%, Last 12 Months: 17.21%
WaveStone Dynamic Australian Equity Fund : February 2016 perf: -3.26%, Last 12 Months: -3.11%
Sandon Capital Activist Fund: February 2016 perf: -3.30%, Last 12 Months: -0.95%
The Supervised Fund: February 2016 perf: 1.38%, Last 12 Months: 21.00%
Supervised High Yield Fund: February 2016 perf: 0.20%, Last 12 Months: 4.11%
Ellerston Australian Market Neutral Fund: February 2016 perf: -1.03%, Last 12 Months: 7.60%
Merricks Capital Soft Commodities Fund: February 2016 perf: -1.93%, Last 12 Months: -7.75%
Wilson HTM Priority Growth Fund: February 2016 perf: -0.09%, Last 12 Months: 10.20%
KIS Asia Long Short Fund : February 2016 perf: 0.67%, Last 12 Months: 13.61%
Arnhem Long Short Australian Equity Fund: February 2016 perf: -3.24%, Last 12 Months: -9.38%
PM CAPITAL Asian Companies Fund: February 2016 perf: -3.00%, Last 12 Months: -4.45%
NWQ Fiduciary Fund: February 2016 perf: -2.53%, Last 12 Months: 9.27%
Wilson HTM Priority Core Fund: February 2016 perf: -2.55%, Last 12 Months: -0.92%
Peters Macgregor Global Fund: February 2016 perf: -1.29%, Last 12 Months: -8.38%
Microequities Deep Value Microcap Fund: March 2016 perf: 5.45%, Last 12 Months: 23.10%
Aubrey Global Conviction Fund: February 2016 perf: -5.01%, Last 12 Months: -8.41%
Asia Alpha Fund: February 2016 perf: -2.98%, Last 12 Months: 1.87%
Threadneedle Global Equity Fund (Unhedged): February 2016 perf: -1.21%, Last 12 Months: 1.01%
Arnhem Australian Equity Fund: February 2016 perf: -2.33%, Last 12 Months: -11.47%
Arnhem Concentrated Australian Equity Fund: February 2016 perf: -3.74%, Last 12 Months: -12.52%
Jubilee Absolute Return Trust (Class A): February 2016 perf: -2.46%, Last 12 Months: -6.52%
Merricks Capital Soft Commodities Master Fund (USD): February 2016 perf: -2.02%, Last 12 Months: -8.78%
Ironbark Gavekal Asian Opportunities Fund: February 2016 perf: 0.55%, Last 12 Months: -2.73%
MGH Investment Fund Limited: February 2016 perf: -0.20%, Last 12 Months: -1.99%
Alpha Beta Asian Fund: February 2016 perf: -4.40%, Last 12 Months: -15.58%
AQR Wholesale Managed Futures Fund: February 2016 perf: 3.40%, Last 12 Months: 6.57%
Tribeca Australian Smaller Companies Fund: February 2016 perf: -1.15%, Last 12 Months: -1.59%
Tribeca Alpha Plus Fund - Class A: February 2016 perf: -3.49%, Last 12 Months: 0.78%
AQR Wholesale DELTA Fund: February 2016 perf: -0.10%, Last 12 Months: 6.21%
Totus Alpha Fund: February 2016 perf: -11.27%, Last 12 Months: 31.37%
Candriam Alpha Dynamic Fund: February 2016 perf: -1.35%, Last 12 Months: -0.88%
Perpetual Wholesale SHARE-PLUS Long-Short Fund: February 2016 perf: -1.59%, Last 12 Months: -5.95%
Ausbil Active Extension Fund - Wholesale: February 2016 perf: -2.62%, Last 12 Months: -10.85%
Solaris Core Australian Equity Fund (Performance Fee Option): February 2016 perf: -1.86%, Last 12 Months: -12.11%
Solaris High Alpha Australian Equity Fund: February 2016 perf: -0.58%, Last 12 Months: 0.00%
Merlon Wholesale Australian Share Income Fund: February 2016 perf: 0.62%, Last 12 Months: -4.23%
Bentham Wholesale Global Income Fund: February 2016 perf: -2.10%, Last 12 Months: -3.71%
Bentham Wholesale High Yield Fund: February 2016 perf: 0.34%, Last 12 Months: -3.37%
Bentham Wholesale Syndicated Loan Fund: February 2016 perf: -0.74%, Last 12 Months: -2.13%
NovaPort Smaller Companies: February 2016 perf: -2.06%, Last 12 Months: -8.90%
Ardea Wholesale Australian Inflation Linked Bond Fund: February 2016 perf: 0.18%, Last 12 Months: -2.68%
Nanuk Global Alpha Fund: February 2016 perf: -0.98%, Last 12 Months: 9.24%
Morphic Global Opportunities Fund: February 2016 perf: -2.24%, Last 12 Months: -2.89%
Zurich Global Equity Income Fund: February 2016 perf: -1.31%, Last 12 Months: -7.97%
Bennelong Avoca Emerging Leaders Fund: February 2016 perf: 0.36%, Last 12 Months: -1.08%
Bennelong Concentrated Australian Equities Fund: February 2016 perf: -0.85%, Last 12 Months: 8.73%
Bennelong Australian Equities Fund: February 2016 perf: -1.84%, Last 12 Months: -3.11%
Bennelong ex-20 Australian Equities Fund: February 2016 perf: 0.43%, Last 12 Months: 13.17%
Ausbil Australian Active Equity Fund: February 2016 perf: -1.88%, Last 12 Months: -13.46%
Perpetual Wholesale Industrial Share Fund: February 2016 perf: -4.22%, Last 12 Months: -11.67%
Ironbark Karara Australian Small Companies Fund: February 2016 perf: 2.56%, Last 12 Months: -2.91%
Magellan Global Fund: February 2016 perf: -1.48%, Last 12 Months: 3.13%
Smallco Broadcap Fund: March 2016 perf: 3.04%, Last 12 Months: 3.79%
Principal Global Opportunities Equity Fund: February 2016 perf: -2.35%, Last 12 Months: 3.44%
Perpetual Pure Equity Alpha Fund: February 2016 perf: 0.81%, Last 12 Months: 6.09%
Pimco EQT Wholesale Global Bond Fund: February 2016 perf: 0.29%, Last 12 Months: 1.65%
Samuel Terry Absolute Return Fund: February 2016 perf: 1.94%, Last 12 Months: 33.57%
KIS Asia Long Short Cayman Fund ($US): February 2016 perf: 0.58%, Last 12 Months: 10.83%
Whitehaven SPC Correlation Fund : February 2016 perf: 0.68%, Last 12 Months: 10.41%
Insync Global Titans Fund: February 2016 perf: -1.84%, Last 12 Months: -0.45%
Altius Bond Fund: February 2016 perf: 0.73%, Last 12 Months: 2.48%
Forager Australian Shares Fund: February 2016 perf: 2.70%, Last 12 Months: 16.58%
Legg Mason Martin Currie Real Income Fund (Class A): February 2016 perf: 1.80%, Last 12 Months: 1.30%
Armytage Australian Equity Income Fund: February 2016 perf: -3.06%, Last 12 Months: -10.13%
Armytage Strategic Opportunities - Retail Class: February 2016 perf: -2.70%, Last 12 Months: -7.51%
Colonial First State Wholesale Equity Income : February 2016 perf: -2.20%, Last 12 Months: -12.75%
Investors Mutual Equity Income Fund: February 2016 perf: -2.30%, Last 12 Months: -0.01%
Northward Equity Income: February 2016 perf: -2.57%, Last 12 Months: -8.51%
36ONE Offshore Portfolio (Class A): February 2016 perf: -2.89%, Last 12 Months: 0.48%
36ONE Fund: February 2016 perf: -2.47%, Last 12 Months: 9.84%
36ONE Hedge Fund: February 2016 perf: -3.38%, Last 12 Months: 11.16%
Visium Global Fund: February 2016 perf: -2.39%, Last 12 Months: 4.92%
The 36 South Cullinan Fund (USD): February 2016 perf: -12.77%, Last 12 Months: -41.74%
Defensive Investment Fund: February 2016 perf: -1.19%, Last 12 Months: 0.00%
Auscap Long Short Australian Equities Fund: February 2016 perf: -3.54%, Last 12 Months: 16.98%
GAM Absolute Return Bond Fund (AU): February 2016 perf: -1.27%, Last 12 Months: -2.34%
Pengana Absolute Return Asia Pacific Fund: February 2016 perf: 1.10%, Last 12 Months: 1.91%
Kentgrove Capital Fund: February 2016 perf: 3.50%, Last 12 Months: 10.68%
SGH ICE: February 2016 perf: -3.39%, Last 12 Months: 10.85%
SGH Wholesale Property Income Fund : February 2016 perf: 1.60%, Last 12 Months: 4.12%
Blackrock Global Allocation Fund (Class D): February 2016 perf: -1.20%, Last 12 Months: -6.40%
Optimal Japan Trust AUD: February 2016 perf: -8.23%, Last 12 Months: -17.81%
Spectrum Strategic Income Fund: February 2016 perf: 1.15%, Last 12 Months: 3.45%
Grant Samuel Epoch Global Equity Shareholder Yield (Hedged) Fund: February 2016 perf: 0.76%, Last 12 Months: -5.16%
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund: February 2016 perf: -0.08%, Last 12 Months: -0.62%
Avenir Value Fund: February 2016 perf: -0.17%, Last 12 Months: -12.63%
Schroders Global Value Fund: February 2016 perf: -0.57%, Last 12 Months: 13.06%
Watermark Market Neutral Fund Ltd (LIC): February 2016 perf: -2.21%, Last 12 Months: 18.54%
Trafalgar Copley Fund: February 2016 perf: -0.68%, Last 12 Months: 18.46%
Ophir Opportunities Fund: February 2016 perf: -8.60%, Last 12 Months: 35.57%
Fermat ILS Yield Fund: February 2016 perf: 0.27%, Last 12 Months: 5.28%
The Paragon Fund: February 2016 perf: -5.15%, Last 12 Months: 3.04%
Alexander Credit Opportunities Fund: February 2016 perf: 0.55%, Last 12 Months: 7.05%
Aberdeen Actively Hedged International Equities Fund: February 2016 perf: -0.73%, Last 12 Months: -10.17%
Aberdeen Australian Equities Fund: February 2016 perf: -0.41%, Last 12 Months: -10.59%
Aberdeen Australian Small Companies Fund: February 2016 perf: 0.50%, Last 12 Months: 5.49%
Aberdeen Financials Fund: February 2016 perf: -5.75%, Last 12 Months: -18.53%
Aberdeen International Equity Fund : February 2016 perf: -0.62%, Last 12 Months: -9.84%
Aberdeen Fully Hedged International Equities Fund: February 2016 perf: -0.29%, Last 12 Months: -14.48%
Atlantic Pacific Australian Equity Fund: February 2016 perf: -2.06%, Last 12 Months: -2.83%
Alphinity Wh Australian Share Fund: February 2016 perf: -2.76%, Last 12 Months: -9.00%
Cor Capital Fund: February 2016 perf: 3.57%, Last 12 Months: -0.56%
Celeste Australian Small Companies Fund: February 2016 perf: -0.70%, Last 12 Months: -6.55%
The Montgomery Fund: February 2016 perf: -3.50%, Last 12 Months: 0.96%
Montgomery (Private) Fund: March 2016 perf: 2.84%, Last 12 Months: 5.51%
Forager International Shares Fund: February 2016 perf: 3.36%, Last 12 Months: 4.25%
Terra Natural Resources Fund : February 2016 perf: 13.20%, Last 12 Months: 20.95%
Ausbil MicroCap Fund: February 2016 perf: -4.83%, Last 12 Months: 36.23%
Legg Mason Western Asset Global Multi Strategy Bond Trust: February 2016 perf: 0.88%, Last 12 Months: -2.62%
UBS Dynamic Alpha Strategy: February 2016 perf: -1.42%, Last 12 Months: -4.08%
Standard Life Investments Global Absolute Return Strategies Trust: February 2016 perf: -1.03%, Last 12 Months: 17.17%
Quay Global Real Estate Fund: February 2016 perf: -2.40%, Last 12 Months: 7.04%
Macquarie Asian New Stars Fund No 1: February 2016 perf: -4.52%, Last 12 Months: -9.27%
QATO Capital Market Neutral Long/Short Fund: February 2016 perf: -8.09%, Last 12 Months: -9.21%
Standard Life Absolute Return Global Bond Strategy: February 2016 perf: 0.13%, Last 12 Months: 6.84%
AE Capital Systematic FX Fund: February 2016 perf: 0.26%, Last 12 Months: 17.22%
Cyan C3G Fund: February 2016 perf: -3.60%, Last 12 Months: 30.82%
Odey International Fund: February 2016 perf: -8.85%, Last 12 Months: -11.67%
Spire Copper Rock Capital Global Small Cap Equities : February 2016 perf: -2.01%, Last 12 Months: -5.55%
Future Generation Investment Fund: February 2016 perf: -1.80%, Last 12 Months: 5.06%
Nikko AM Australian Bond Fund: February 2016 perf: 0.98%, Last 12 Months: 3.96%
Perennial Value Wealth Defender Shares Trust: February 2016 perf: -2.00%, Last 12 Months: -13.80%
Legg Mason Martin Currie Equity Income Trust (Class A): February 2016 perf: -1.18%, Last 12 Months: -9.46%
Legg Mason Multi Asset Retirement Income Trust: February 2016 perf: 0.12%, Last 12 Months: 0.27%
Meme Australian Share Fund: February 2016 perf: -1.71%, Last 12 Months: 7.84%
Eastspring Investments - Asian Dynamic Fund: February 2016 perf: 1.10%, Last 12 Months: -39.78%
Paradice Global Small Mid Cap Fund: February 2016 perf: -2.38%, Last 12 Months: -5.36%
Tribeca Global Total Return Fund: February 2016 perf: 3.43%, Last 12 Months: 9.93%
Ellerston Global Investments Limited (LIC): February 2016 perf: 0.32%, Last 12 Months: -1.86%
Antipodes Global Fund: February 2016 perf: 0.60%, Last 12 Months: 0.00%
Antipodes Asia Fund: February 2016 perf: -0.20%, Last 12 Months: 0.00%
Manikay Global Opportunistic (Offshore) Fund : February 2016 perf: 0.20%, Last 12 Months: -2.50%
VGI Partners Master Fund: February 2016 perf: -0.70%, Last 12 Months: 12.78%
NB Systematic Global Equity Trust (Z Class): February 2016 perf: -1.77%, Last 12 Months: -9.30%
APN AREIT Fund: February 2016 perf: 3.13%, Last 12 Months: 7.38%
APN Asian REIT Fund: February 2016 perf: 6.53%, Last 12 Months: 4.62%
Marsico Global Fund: February 2016 perf: -2.34%, Last 12 Months: -12.07%
Hunter Hall Global Equities Trust: February 2016 perf: 0.61%, Last 12 Months: -12.80%
Jamieson Coote Bonds Active Fund: February 2016 perf: 1.08%, Last 12 Months: 4.80%
Bennelong Twenty20 Australian Equities Fund: February 2016 perf: -2.67%, Last 12 Months: -7.74%
Prime Value Opportunities Fund: February 2016 perf: -1.86%, Last 12 Months: 2.08%
Pengana Global Small Companies Fund: February 2016 perf: -0.33%, Last 12 Months: 0.00%
8IP Australian Small Companies Fund: February 2016 perf: -3.74%, Last 12 Months: 0.00%
Prime Value Emerging Opportunities Fund: February 2016 perf: -3.80%, Last 12 Months: 0.00%
Pengana PanAgora Absolute Return Global Equities Fund: February 2016 perf: -1.62%, Last 12 Months: 11.66%
Affluence Investment Fund: February 2016 perf: -0.20%, Last 12 Months: 6.68%
Allard Investment Fund: February 2016 perf: -2.88%, Last 12 Months: -8.30%
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AFM INDEX»
|
FUND TYPE |
JANUARY |
FEBRUARY |
YTD |
12 MONTH |
% REPORTED |
| 1 |
ALL |
-1.79% |
-1.38% |
-3.14% |
1.12% |
92.00% |
| 2 |
EQUITY BASED FUNDS |
-3.00% |
-2.55% |
-5.48% |
0.49% |
95.00% |
| 3 |
NON EQUITY BASED FUNDS |
0.51% |
0.83% |
1.34% |
2.14% |
88.00% |
| 4 |
FUND OF FUNDS |
-0.60% |
0.37% |
-0.23% |
1.65% |
75.00% |
| 5 |
SINGLE FUNDS |
-1.91% |
-1.56% |
-3.43% |
1.12% |
93.00% |
| 6 |
ASX200 ACC |
-5.48% |
-1.76% |
-7.14% |
-13.73% |
- |
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05 APR 2016 - FUND REVIEW: QATO CAPITAL MARKET...
Australian Fund Monitors
Latest Fund Review is now available on QATO Capital Market Neutral Long/Short Fund, investing exclusively in S&P/ASX 100 stocks.
04 APR 2016 - FUND REVIEW: INSYNC GLOBAL TITANS...
Australian Fund Monitors
Latest Fund Review on Insync Global Titans Fund is now available.
02 APR 2016 - HEDGE CLIPPINGS
Australian Fund Monitors
"Beta" Rally does some damage, and so long Ronnie Corbett. RIP.
01 APR 2016 - PENGANA PANAGORA ABSOLUTE RETURN...
Australian Fund Monitors
Pengana PanAgora Absolute Return Global Equities Fund returned -1.62% for the month of February. The Fund has low systematic risk (beta) to the ASX200 and the MSCI World Indices of 0.10.
31 MAR 2016 - FUND REVIEW: BENNELONG TWENTY20...
Australian Fund Monitors
Latest Fund Review on Bennelong Twenty20 Australian Equities Fund is now available.
30 MAR 2016 - NEWGATE REAL ESTATE AND...
Australian Fund Monitors
Newgate Real Estate and Infrastructure Fund delivered a negative 0.70% for the month of February, outperforming the ASX200 Accumulation Index, which fell -1.76%, by 1.06%.
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FEATURED FUND
BENNELONG KARDINIA ABSOLUTE RETURN FUND
FUND TYPE:Single
INVESTOR TYPE:Wholesale and Retail
STRATEGY:Equity Long/Short
GEOGRAPHIC MANDATE:Australia
FUND DOMICILE:Australia
DISCRETIONARY/ QUANTITATIVE:Combination
FUM (MILLIONS):AU$257.42m
INCEPTION DATE:Since 01 May 2006
LATEST RETURN DATE:February 2016
KEY PERFORMANCE:
Annualised Return: 11.91%
|
Column 1 |
Column 2 |
Column 3 |
Column 4 |
| 1 |
Latest 3 Mths: |
Latest 6 Mths: |
Latest 12 Mths: |
Latest 24 Mths: |
| 2 |
-3.49% |
1.16% |
0.59% |
9.41% |
| 3 |
Annualised Std. Dev.: |
Sharpe Ratio: |
Sharpe Ratio (12 Mths.): |
% Positive Months: |
| 4 |
7.36% |
1.02 |
-0.19 |
72.88% |
|
Column 1 |
Column 2 |
| 1 |
Monthly Performance |
Cumulative Performance |
20102015-10%-5%0%5%10%
Disclaimer: Australian Fund Monitors Pty Ltd, holds AFS Licence number 324476. The information contained herein is general in its nature only and does not and cannot take into account an investors financial position or requirements. Investors should therefore seek appropriate advice prior to making any decisions to invest in any product contained herein. Australian Fund Monitors Pty Ltd is not, and will not be held responsible for investment decisions made by investors, and is not responsible for the performance of any investment made by any investor, not withstanding that it may be providing information and or monitoring services to that investor. This information is collated from a variety of sources and we cannot be held responsible for any errors or omissions. Australian Fund Monitors Pty Ltd, A.C.N. 122 226 724
