Monthly Market Commentary & Performance

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...

April 2023 – Market Commentary

The Fund delivered +0.79% in April, 8.41% over 12 months and 6.53% annualised since inception...

March 2023 – Market Commentary

The Fund delivered +0.75% in March, 8.09% over 12 months and 6.49% annualised since inception...

February 2023 – Market Commentary

The Fund delivered +0.67 in February (noting February being a shorter month and therefore returns...

January 2023 – Market Commentary

The Fund delivered +0.74% in January, 7.45% over 12 months and 6.43% annualised since inception...

December 2022 – Market Commentary

The Fund delivered +0.72% in December, 7.15% over 12 months and 6.40% annualised since inception...

November 2022 – Market Commentary

The Fund delivered +0.71% in November, 6.91% over 12 months and 6.37% annualised since inception...