Monthly Market Commentary & Performance

April 2024 – Market Commentary

The Fund delivered +0.86% in April, 9.57% over 12 months and 6.91% annualised since inception...

March 2024 – Market Commentary

The Fund delivered +0.74% in March, 9.49% over 12 months and 6.87% annualised since inception...

February 2024 – Market Commentary

The Fund delivered +0.70% in February, 9.51% over 12 months and 6.84% annualised since inception...

January 2024 – Market Commentary

As we move through Q1 of 2024, many of our clients are eager to understand...

December 2023 – Market Commentary

The Fund delivered +0.80% in December, 9.43% over 12 months and 6.79% annualised since inception...

November 2023 – Market Commentary

The Fund delivered +0.72% in November, 9.35% over 12 months and 6.75% annualised since inception...

October 2023 – Market Commentary

The Fund delivered +0.77% in October, 9.34% over 12 months and 6.73% annualised since inception...

September 2023 – Market Commentary

The Fund delivered +0.76% in September, 9.26% over 12 months and 6.70% annualised since inception...

August 2023 – Market Commentary

The Fund delivered +0.75% in August, 9.10% over 12 months and 6.67% annualised since inception...

July 2023 – Market Commentary

The Fund delivered +0.78% in July, 8.97% over 12 months and 6.64% annualised since inception...

June 2023 – Market Commentary

The Fund delivered +0.72% in June, 8.88% over 12 months and 6.60% annualised since inception...

May 2023 – Market Commentary

The Fund delivered +0.79% in May, 8.70% over 12 months and 6.57% annualised since inception...