Fund Monitors Pty Ltd

www.fundmonitors.com
© Copyright 2023
Printed: 23 March 2023 5:10 AM
Search Funds

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.


Find a Fund

Funds Found

close

Peer Group Analysis View All»

Index Selector Links 1 Year 3 Year 5 Year
2.08%
12.58%
8.69%
-5.93%
-0.24%
0.03%
-0.69%
9.26%
6.70%
0.51%
7.63%
6.27%
-5.61%
3.02%
3.00%
4.44%
8.76%
7.79%
-4.55%
6.17%
7.86%
-6.88%
5.44%
6.84%
-7.44%
8.25%
7.11%
-3.63%
-1.19%
1.31%
0.20%
1.95%
3.21%
6.50%
6.98%
7.24%
5.06%
5.85%
5.59%
5.33%
3.49%
8.38%
-0.26%
4.61%
3.99%
1.15%
6.30%
9.47%

Hedge Clippings

Hedge Clippings | 17 March 2023
17 Mar 2023 - FundMonitors.com
With friends like Keating, Albo doesn't need enemies! This week saw former PM Paul Keating, the Labor Party's elder statesman, and in his day chief head-kicker of the Liberal Party, give an almighty serve to PM Anthony Albanese,...
Read more...

Events

April 2023
Reserve Bank Board Meeting - Monetary Policy Decision
04 Apr 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.

23 Mar 2023 The Rate Debate - Ep35 Is the RBA setting... Yarra Capital Management
At its first meeting for 2023, the RBA hiked rates for the ninth consecutive month to urgently tame inflation, telling the market to expect more to...
Read more
22 Mar 2023 Performance Report: PURE Resources Fund FundMonitors.com
The PURE Resources Fund returned -1.1% in February, an outperformance of +7.98% compared with the S&P/ASX Small Resources TR benchmark which fell by...
Read more
22 Mar 2023 Pull the Weeds Marcus Today
The life of a trader is not what most of us might imagine it to be - ie. glamourous, exciting and paved with gold. More likely it is solitary,...
Read more
21 Mar 2023 Performance Report: Bennelong Emerging Companies... FundMonitors.com
The Bennelong Emerging Companies Fund returned -2.26% in February, an outperformance of +0.19% compared with the ASX 200 Total Return benchmark which...
Read more
21 Mar 2023 Performance Report: Emit Capital Climate Finance... FundMonitors.com
The Emit Capital Climate Finance Equity Fund returned -0.47% in February. Over the past 12 months, the fund has risen by +0.99% compared with the All...
Read more
21 Mar 2023 Trip Insights: Americas 4D Infrastructure
This is the 12th in our series of Trip Insights where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio...
Read more
20 Mar 2023 Performance Report: Bennelong Concentrated... FundMonitors.com
The Bennelong Concentrated Australian Equities Fund returned -3.6% in February. Since inception in February 2009, the fund has returned +13.44% per...
Read more
20 Mar 2023 Performance Report: Collins St Value Fund FundMonitors.com
The Collins St Value Fund returned -2.1% in February, an outperformance of +0.35% compared with the ASX 200 Total Return benchmark which fell by...
Read more
20 Mar 2023 New Funds on Fundmonitors.com FundMonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer...
Read more
20 Mar 2023 Manager Insights | PURE Resources Fund FundMonitors.com
Chris Gosselin, CEO of FundMonitors.com, speaks with Daniel Porter, Portfolio Manager at PURE Asset Management.  The PURE Resources Fund...
Read more
23 Mar 2023 The Rate Debate - Ep35 Is the RBA setting... Yarra Capital Management
At its first meeting for 2023, the RBA hiked rates for the ninth consecutive month to urgently tame inflation, telling the market to expect more to...
Read more
20 Mar 2023 Manager Insights | PURE Resources Fund FundMonitors.com
Chris Gosselin, CEO of FundMonitors.com, speaks with Daniel Porter, Portfolio Manager at PURE Asset Management.  The PURE Resources Fund...
Read more
06 Mar 2023 Magellan Infrastructure Strategy Update Magellan Asset Management
Magellan's Deputy CIO, Head of Infrastructure and Portfolio Manager, Gerald Stack, mentions the challenges that the Infrastructure portfolio faced in...
Read more
28 Feb 2023 Airlie Quarterly Update Airlie Funds Management
Emma Fisher, Portfolio Manager, reflects on the volatility of the past year and discusses Airlie's investment thesis behind a building products...
Read more
24 Feb 2023 China's reopening presents opportunities for... WaveStone Capital
The end of China's zero Covid Policy has spurred a dramatic turnaround in not only China's equity market, but also those with China-linked revenues....
Read more
14 Feb 2023 Magellan Global Strategy Update Magellan Asset Management
Magellan's Portfolio Managers Nikki Thomas, CFA and Arvid Streimann, CFA, discuss how they are viewing the current inflationary environment and...
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...
Read more
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...
Read more
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...
Read more

Featured Funds

Online Applicatons


Free, simple and secure
Olivia123 - the fast simple and secure online alternative to completing paper based application forms.

Education

What Our Clients Say

"I've been subscribing to AFM for over two years and love it. The ability to compare funds, do in-depth research and gain data-driven insights into performance metrics and performance rankings in a highly visual way is second to none. Highly recommended."

~ James Waggett,
Managing Director of Waggett Wealth Advice Ltd


web: www.milestone.co.nz
mail: [email protected]
phone: 021 404 385
Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: [email protected]