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Compare and Track Over 650 Managed Funds

Welcome to FundMonitors.com - Trusted Targeted Research, but with an updated logo, and a new "look and feel".

Use the Peer Group Analysis to Compare Funds, and a free FACT Sheet covering every fund for registered users.



Compare and Track Over 650 Managed Funds

Subscribers can use Narrative Reports: Performance Summaries with Peer Group Rankings, or full Performance Analysis.



Compare and Track Over 650 Managed Funds

Check the Education videos at the bottom of this page to make the most of what's on offer.


 

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Peer Group Analysis»

Index Selector Link 1 Year 3 Year 5 Year
1.67%
13.11%
12.90%
15.97%
7.54%
9.27%
14.63%
13.83%
8.51%
-14.25%
1.07%
4.61%
1.33%
8.01%
8.02%
-5.76%
7.85%
9.83%
8.89%
10.60%
9.70%
-0.72%
3.23%
3.81%
15.53%
12.49%
11.83%
1.09%
5.47%
4.83%
9.86%
11.54%
9.15%
-4.68%
4.49%
6.38%
-13.35%
7.28%
7.50%

Hedge Clippings

Hedge Clippings |20 May 2022
20 May 2022 - FundMonitors.com
Well, with one day to go, we're finally at the end of the road - or depending on one's perspective, one day from the start of a new one. Maybe that should be a fork in the road, depending on one's pronunciation of the word "fork". Come to...
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Events

June 2022
Morningstar Investment Conference
01 Jun 2022 to 02 Jun 2022

Wednesday 1 June is an all-digital experience and Thursday 2 June is in-person at the ICC Sydney and digital experience.


Reserve Bank Board Meeting - Monetary Policy Decision
07 Jun 2022 2:30 PM to 3:00 PM
65 Martin Place, Sydney
News & Announcements

The Reserve Bank sets the target 'cash rate', followed by an explanatory media release announcing the decision after each Board meeting.

20 May 2022 Performance Report: Paragon Australian Long Short... FundMonitors.com
The Paragon Australian Long Short Fund returned -3.25% in April. The fund has a track record of 9 years and 2 months and has outperformed the ASX 200...
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20 May 2022 Mid-Cycle correction or a new bear market? Watermark Funds Management
The balance sheet recession that followed the financial crisis was a powerful deflationary force. Households and businesses de-levered while...
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19 May 2022 Performance Report: Delft Partners Global High... FundMonitors.com
The Delft Partners Global High Conviction Strategy returned -1.1% in April, an outperformance of +1.4% compared with the Global Equity Index which...
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19 May 2022 Performance Report: Bennelong Emerging Companies... FundMonitors.com
The Bennelong Emerging Companies Fund returned -3.73% in April. The fund has outperformed the ASX 200 Total Return Index since inception in November...
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19 May 2022 Nestlé: innovation strengthens the moat Magellan Asset Management
The innovation drive extends to the staples that bring in so much of Nestlé's revenue, which reached 87.1 billion Swiss francs in fiscal 2021, a...
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18 May 2022 Performance Report: Insync Global Quality Equity... FundMonitors.com
The Insync Global Quality Equity Fund returned -5.9% in April. The fund has a track record of 12 years and 7 months and has outperformed the Global...
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18 May 2022 Performance Report: Bennelong Concentrated... FundMonitors.com
The Bennelong Concentrated Australian Equities Fund returned -5.91% in April. The fund has a track record of 13 years and 3 months and has...
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18 May 2022 Perception vs Reality: When a good story trumps... Colins St Asset Management
Despite our best efforts, human nature dictates that in life and in investing we often find ourselves making irrational decisions. That's not to say...
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18 May 2022 The forgotten asset class set to outperform in... Yarra Capital Management
Against a backdrop of economic and geopolitical uncertainty, rising inflation and rate hikes, Australian investors are searching for investments that...
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17 May 2022 Performance Report: Glenmore Australian Equities... FundMonitors.com
The Glenmore Australian Equities Fund rose by +3.07% in April, an outperformance of +3.92% compared with the ASX 200 Total Return Index which fell by...
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06 May 2022 The Rate Debate - Episode 27 Yarra Capital Management
The RBA hikes rates by 25bps, with more set to come in 2022 as Australia's central bank attempts to keep a grip on inflation. With oil and commodity...
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04 May 2022 Update on Q1 2022 Webinar Recording Laureola Advisors
If you missed the Laureola Advisors Q1 2022 Review webinar, contact us to access the recording.
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03 May 2022 Twitter bids, social media monetisation and... Forager Funds Management
In this episode, CIO Steve Johnson & Senior Analyst Chloe Stokes discuss the bid for Twitter, social media monetisation, and control in volatile...
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20 Apr 2022 The Ardea Alternative - Foreign Currency... Ardea Investment Management
Dr Laura Ryan and Tamar Hamlyn are joined by Dr Nigel Wilkin-Smith to discuss the importance of currency management for AUD investors, along with the...
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07 Apr 2022 The Rise of the Contactless Economy Insync Fund Managers
Covid-19 has been the accelerant behind a profound and permanent change to our 'transaction' behaviour. Payment apps are facilitating the...
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06 Apr 2022 Paragon - Quarterly Update & Outlook Webinar... Paragon Funds Management
In this webinar, John Deniz and Haris Khaliqi provide an update of the Fund's performance for 4Q21 along with our current market outlook and the...
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05 Apr 2022 American bourbon and business insights Forager Funds Management
Haven't travelled in a while? Then join Steve Johnson and Gareth Brown in Chicago, as they reflect on their findings at a recent U.S. business...
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28 Mar 2022 Manager Insights | ASCF FundMonitors.com
Chris Gosselin, CEO of FundMonitors.com, speaks with Filippo Sciacca, Director of Investor Relations & Asset Management at ASCF. The ASCF...
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22 Mar 2022 Supply chains, logistics and inflation Forager Funds Management
In this video, Forager's Steve Johnson and Chloe Stokes discuss a topic that's been top of mind for investors: cost inflation and what it might mean...
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21 Mar 2022 Manager Insights | DS Capital FundMonitors.com
Chris Gosselin, CEO of FundMonitors.com, speaks with Rodney Brott, CEO & Executive Director of DS Capital. The DS Capital Growth Fund has...
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