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Compare and Track Over 700 Managed Funds

Welcome to FundMonitors.com - Trusted, Targeted Research for Self-Directed Investors and Financial Advisors.

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



Compare and Track Over 700 Managed Funds

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



Compare and Track Over 700 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
-9.35%
9.84%
6.60%
-10.20%
-0.88%
-0.04%
-4.40%
7.21%
6.18%
-5.91%
6.30%
6.09%
-11.68%
2.56%
2.97%
-4.12%
6.02%
7.11%
-18.20%
4.02%
7.10%
-23.30%
2.14%
5.38%
-19.34%
5.02%
6.65%
-6.45%
-0.86%
1.10%
-2.98%
1.66%
2.94%
5.31%
6.72%
7.15%
4.20%
5.37%
5.29%
0.89%
2.40%
6.80%
-5.11%
3.61%
3.62%
-6.75%
5.08%
7.61%

Hedge Clippings

Hedge Clippings |20 January 2023
20 Jan 2023 - FundMonitors.com
Welcome to the first edition of Hedge Clippings for 2023.

Firstly, good riddance to 2022, which for most investors and the majority of fund managers was a year they'd happily forget.
Read more...

Events

February 2023
Reserve Bank Board Meeting - Monetary Policy Decision
07 Feb 2023 2:30 PM to 3:00 PM
65 Martin Place, Sydney
News & Announcements

In determining monetary policy, the Bank has a duty to contribute to the stability of the currency, full employment, and the economic prosperity and welfare of the Australian people.

27 Jan 2023 Performance Report: Argonaut Natural Resources... FundMonitors.com
The Argonaut Natural Resources Fund returned -1.85% in December, an outperformance of +1.36% compared with the ASX 200 Total Return benchmark which...
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27 Jan 2023 Performance Report: Bennelong Emerging Companies... FundMonitors.com
The Bennelong Emerging Companies Fund returned -3.04% in December, an outperformance of +0.17% compared with the ASX 200 Total Return benchmark which...
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27 Jan 2023 The net-zero journey: creating a just transition... abrdn
A 'just transition' refers to the way the world transitions to low-carbon energy sources. It is a crucial part of the climate agenda. A just...
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25 Jan 2023 Performance Report: Skerryvore Global Emerging... FundMonitors.com
The Skerryvore Global Emerging Markets All-Cap Equity Fund returned -0.9% in December. The fund has outperformed the MSCI Emerging Markets (MMEF) AUD...
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25 Jan 2023 Performance Report: Cyan C3G Fund FundMonitors.com
The Cyan C3G Fund returned -0.1% in December, an outperformance of +3.63% compared with the ASX Small Ordinaries Total Return benchmark which fell by...
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25 Jan 2023 Cashflow pothole in energy transition journey Yarra Capital Management
Tim Toohey, Head of Macro and Strategy, details why for many Australians this will merely compound an already dire cashflow situation.
Read more...
24 Jan 2023 Performance Report: L1 Capital Long Short Fund... FundMonitors.com
The L1 Capital Long Short Fund (Monthly Class) rose by +4.27% in December, an outperformance of +7.48% compared with the ASX 200 Total Return...
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24 Jan 2023 Performance Report: Collins St Value Fund FundMonitors.com
The Collins St Value Fund was flat in December, an outperformance of +3.21% compared with the ASX 200 Total Return benchmark which fell by -3.21%....
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24 Jan 2023 Performance Report: ASCF High Yield Fund FundMonitors.com
The ASCF High Yield Fund rose by +0.53% in December, an outperformance of +2.59% compared with the Bloomberg AusBond Composite 0+ Yr benchmark which...
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24 Jan 2023 10k Words Equitable Investors
December's chart are largely lifted from an Equitable Investors slide deck. We can't really avoid taking a look at inflation and interest rates - so...
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25 Jan 2023 Cashflow pothole in energy transition journey Yarra Capital Management
Tim Toohey, Head of Macro and Strategy, details why for many Australians this will merely compound an already dire cashflow situation.
Read more...
20 Dec 2022 The Rate Debate - 2023 predictions on the... Yarra Capital Management
What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial?
Read more...
19 Dec 2022 Managers Insights | Glenmore Asset Management FundMonitors.com
Damen Purcell, COO of FundMonitors.com, speaks with Robert Gregory, Founder and Portfolio Manager at Glenmore Asset Management. The...
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16 Dec 2022 Insights from abroad WaveStone Capital
WaveStone Capital's Henry Hill and Kirsty Mackay-Fisher travelled to the Northern Hemisphere, visiting a large number of companies and gaining...
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05 Dec 2022 Manager Insights | Collins St Asset Management FundMonitors.com
Chris Gosselin, CEO of FundMonitors.com, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset...
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21 Nov 2022 The Rate Debate: Storm clouds continue to gather... Yarra Capital Management
The RBA hiked rates for the seventh consecutive month as it seeks to stifle inflation. Global central banks continue aggressive monetary tightening...
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15 Nov 2022 Magellan Global Strategy Update Magellan Asset Management
Nikki Thomas, CFA, Portfolio Manager, discusses the market's reaction to the volatile macro environment, how Magellan's Global Portfolios are...
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07 Nov 2022 Collins St Convertible Notes Webinar Recording -... Collins St Asset Management
The Co-Founders of Collins St Asset Management, Michael Goldberg and Vasilios Piperoglou, alongside Head of Distribution & Investor Relations, Rob...
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03 Nov 2022 Magellan Infrastructure Strategy Update Magellan Asset Management
Gerald Stack and Ofer Karliner, CFA, discuss the recent reporting season, the European energy crisis and provide an outlook for companies in...
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02 Nov 2022 Around the world in 200 Meetings, Chris... Alphinity Investment Management
Chris Willcocks details his time spent overseas from Stockholm to Zurich, then in the UK at an European Industrials Conference.
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