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Compare and Track Over 700 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 700 Managed Funds

Subscribers can use Narrative 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
-1.25%
10.38%
7.64%
-15.13%
0.74%
3.41%
-0.08%
7.75%
7.68%
-4.88%
6.42%
7.38%
-11.22%
4.37%
5.23%
-1.42%
6.64%
8.78%
-12.78%
6.84%
9.63%
-20.45%
5.28%
7.79%
-9.82%
7.76%
10.46%
-5.83%
-0.08%
1.74%
-1.21%
2.83%
3.53%
4.67%
5.75%
5.02%
9.16%
5.12%
8.44%
-2.48%
4.36%
4.63%
2.91%
8.06%
11.31%

Hedge Clippings

Hedge Clippings |05 August 2022
05 Aug 2022 - FundMonitors.com
This week, to the surprise of no-one, the RBA increased interest rates by 50 bps to 1.85% in an effort to curb inflation and "to return it to the 2-3 per cent range over time, whilst keeping the economy on an even keel." The statement from...
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Events

August 2022
L1 Capital International Fund - Webinar
25 Aug 2022 11:00 AM to 12:00 PM

CIO, David Steinthal speaks about the investment environment & key takeaways. 

September 2022
Reserve Bank Board Meeting - Monetary Policy Decision
06 Sep 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.

11 Aug 2022 Performance Report: Airlie Australian Share Fund FundMonitors.com
The Airlie Australian Share Fund rose by +7.53% in July, an outperformance of +1.78% compared with the ASX 200 Total Return Index which rose by...
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11 Aug 2022 Performance Report: Bennelong Australian Equities... FundMonitors.com
The Bennelong Australian Equities Fund rose by +9.85% in July, an outperformance of +4.1% compared with the ASX 200 Total Return Index which rose by...
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11 Aug 2022 Fundmonitors.com Spotlight Review - Top... FundMonitors.com
This FundMonitors Spotlight Research article reviews the performance of 80 funds investing in the Australian Small/Mid Cap Sector over the past 5...
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11 Aug 2022 Challenges and opportunities for global equities:... Bell Asset Management
Despite the ongoing list of negatives that investors are facing, there are still a number of positives.
Read more...
10 Aug 2022 Performance Report: 4D Global Infrastructure Fund FundMonitors.com
The 4D Global Infrastructure Fund rose by +2.27% in July, a difference of -0.52% compared with the S&P Global Infrastructure TR (AUD) Index which...
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10 Aug 2022 Australian Secure Capital Fund - Market Update... Australian Secure Capital Fund
Australian residential property values fell by 1.3% in July bringing the total quarterly decline across the country to -2%. Inventory levels have...
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10 Aug 2022 Holding your discipline Airlie Funds Management
Portfolio Managers John Sevior and Matt Williams have worked together in funds management for more than 30 years. In this session, they discuss what...
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10 Aug 2022 Could a credit crunch be more important than a... Montgomery Investment Management
In the article, Roger explains how different definitions of recession are common and yet largely irrelevant for today's equity investor.
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09 Aug 2022 Performance Report: Argonaut Natural Resources... FundMonitors.com
The Argonaut Natural Resources Fund rose by +6.2% in July, an outperformance of +0.45% compared with the ASX 200 Total Return Index which rose by...
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09 Aug 2022 Activism by prominent Australians L1 Capital
One interesting theme that has emerged recently in the Australian public markets landscape has been the involvement of prominent Australians in...
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11 Aug 2022 Challenges and opportunities for global equities:... Bell Asset Management
Despite the ongoing list of negatives that investors are facing, there are still a number of positives.
Read more...
10 Aug 2022 Holding your discipline Airlie Funds Management
Portfolio Managers John Sevior and Matt Williams have worked together in funds management for more than 30 years. In this session, they discuss what...
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08 Aug 2022 The Rate Debate: Can the RBA thread the needle? Yarra Capital Management
After hiking for the fourth consecutive month, the RBA's tone has shifted to suggest a pause at the September meeting is possible, reflecting in part...
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01 Aug 2022 Spotlight Video|Small-Caps FundMonitors.com
David Franklyn, Chief Investment Officer & Fund Manager at Argonaut Funds Management together with Robert Gregory, Founder and Portfolio Manager at...
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28 Jul 2022 Semiconductors: The Next Big Opportunity? Loftus Peak
Interest rate hikes, inflation, geopolitical tension... Portfolio Manager Anshu Sharma discusses semiconductors (chips) and why we think they are so...
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22 Jul 2022 How much would higher immigration rates help... Montgomery Investment Management
In this video insight, Roger discusses how the fate of equity markets now hinges materially, but not solely, on the employment picture and the how...
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20 Jul 2022 Uncovering value amid the market sell off Antipodes Partners Limited
Tech stocks have borne the brunt of the recent sell off in equity markets and with the Nasdaq firmly in bear market territory, it is unprofitable...
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18 Jul 2022 Manager Insights | Cyan Investment Management FundMonitors.com
Chris Gosselin, CEO of FundMonitors.com, speaks with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management. The Cyan...
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13 Jul 2022 Meta & the battle for digital advertising... Antipodes Partners Limited
In this new podcast episode, Alison Savas is joined by Ben Legg, one of the world's leading authorities on the digital advertising industry. Ben is a...
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07 Jul 2022 The Rate Debate: Leaders indicators warn of... Yarra Capital Management
Central banks state they are not seeing signs of a recession as they continue hiking rates to curb spiralling inflation.
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