Monthly Market Commentary & Performance

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...

October 2022 – Market Commentary

The Fund delivered +0.69% in October, 6.64% over 12 months and 6.33% annualised since inception...

September 2022 – Market Commentary

The Fund delivered +0.61% in September, 6.53% over 12 months, as Fund returns continue to...

August 2022 – Market Commentary

The Fund delivered +0.63% in August, 6.39% over 12 months and 6.29% annualised since inception...

July 2022 – Market Commentary

The Fund delivered +0.70% in July, 6.29% over 12 months and 6.27% annualised since inception...

June 2022 – Market Commentary

The Fund delivered +0.55% in June, 6.15% over 12 months and 6.23% annualised since inception...