Category Archives for Investing

Aspect Diversified Futures Fund – March 2020

A strong performer for the first quarter of 2020, Aspect Diversified Futures fund represents the asset class of Global Hedge Funds in our Model Portfolios. For a performance update as at 31 March 2020, please click here: Aspect Diversified Futures Fund – Class A

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Realindex Wholesale Global Share Fund Commentary – December 2019

A strong performer for the final quarter of 2019, Realindex Wholesale Australian fund represents the asset class of Global Share Funds in our Model Portfolios. For a performance update as of 31 December 2019, please click Realindex Global Share – December Report

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Colonial First State Wholesale Index Global Share Fund Commentary – December 2019

A strong performer for the final quarter of 2019, Colonial First State Wholesale Index Global Share fund represents the asset class of Global Equity Funds in our Model Portfolios. For a performance update as of 31 December 2019, please click Colonial First State Index Global Share – December Report

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Aspect Diversified Futures Fund Commentary – September 2019

A strong performer for the third quarter of 2019, Aspect Diversified Futures fund represents the asset class of Global Hedge Funds in our Model Portfolios. For a performance update as of 31 September 2019, please click Aspect Wholesale Diversified Futures – September 2019

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Colonial First State – First Choice Wholesale Index Australian Fund Commentary – June 2019

A strong performer for the second quarter of 2019, Colonial First State – First Choice Wholesale Index Australian fund represents the asset class of Australian Equity Funds in our Model Portfolios. For a performance update as of 30 June 2019, please click CFS FC Wholesale Australian Share – June Report

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Realindex Wholesale Australian Fund Commentary – June 2019

A strong performer for the second quarter of 2019, Realindex Wholesale Australian fund represents the asset class of Australian Equity Funds in our Model Portfolios. For a performance update as of 30 June 2019, please click Realindex Wholesale Australian – June Report

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Aspect Diversified Futures Fund Commentary – March 2019

A strong performer for the first quarter of 2019, Aspect Diversified Futures fund represents the asset class of Global Hedge Funds in our Model Portfolios. For a performance update as of 31 March 2019, please click Aspect Diversified Futures Fund

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Aspect Diversified Futures Fund Commentary – October 2017

Please click here to read an update of the Aspect Diversified Futures fund for the month of October. This fund represents the asset class of Global Hedge Funds in our Model Portfolios and its slow performance has improved significantly during the month of October.

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Magellan Global Fund Update

Please click here to read an update of the Magellan Global Fund, one of our chosen global equities funds in our Model Portfolios. Portfolio Manager Hamish Douglass discusses the fund’s performance over the last quarter and you are able to see the fund’s Top 10 Holdings – the majority being Information Technology and Internet & eCommerce companies. Douglass also goes […]

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