Monthly & Quarterly Fund Reports

Our monthly and quarterly performance reports provide performance and market commentary from our expert portfolio managers on our range of managed funds. Equity fund reports are produced monthly and all other fund reports are produced quarterly.

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Latest reports
Emerging Companies Fund Monthly Report October 2016
Australian Shares Fund Monthly Report October 2016
International Equities Fund Monthly Report October 2016
Diversified Shares Fund Monthly Report October 2016
Advocacy Fund Quarterly Report September 2016
Balanced Fund Quarterly Report September 2016
Fixed Interest Fund Quarterly Report September 2016
Cash Fund Quarterly Report September 2016

 

Past reports
Australian Shares Fund Monthly Report September 2016
International Equities Fund Monthly Report September 2016
Diversified Shares Fund Monthly Report September 2016
Emerging Companies Fund Monthly Report September 2016
Australian Shares Fund August 2016
Diversified Shares Fund August 2016
Emerging Companies Fund August 2016
International Shares Fund August 2016
Emerging Companies Fund July 2016
International Shares Fund July 2016
Australian Shares Fund July 2016
Diversified Shares Fund July 2016
Emerging Companies Fund June 2016
International Shares Fund June 2016
Diversified Shares Fund June 2016
Australian Shares Fund June 2016
Advocacy Fund June Quarter 2016
Cash Fund June Quarter 2016
Fixed Interest Fund June Quarter 2016
Balanced Fund June Quarter 2016
International Shares Fund May 2016
Diversified Shares Fund May 2016
Australian Shares Fund May 2016
Emerging Companies Fund May 2016
International Shares Fund April 2016
Diversified Shares Fund April 2016
Australian Shares Fund April 2016
Emerging Companies Fund April 2016
Cash Fund March Quarter 2016
Fixed Interest Fund March Quarter 2016
Advocacy Fund March Quarter 2016
Balanced Fund March Quarter 2016
International Shares Fund March 2016
Diversified Shares Fund March 2016
Australian Shares Fund March 2016
Emerging Companies Fund March 2016
International Shares Fund February 2016
Emerging Companies Fund February 2016
Diversified Shares Fund February 2016
Australian Shares Fund February 2016
Emerging Companies Fund January 2016
International Shares Fund January 2016
Diversified Shares Fund January 2016
Australian Shares Fund January 2016
Cash Fund December Quarter 2015
Advocacy Fund December Quarter 2015
Balanced Fund December Quarter 2015
Fixed Interest Fund December Quarter 2015
Diversifed Shares Fund December 2015
International Shares Fund December 2015
Australian Shares Fund December 2015
Emerging Companies Fund December 2015
International Shares Fund November 2015
Australian Shares Fund November 2015
Emerging Companies Fund November 2015
Diversified Shares Fund November 2015
Advocacy Fund September Quarter 2015
International Shares Fund September 2015
Australian Shares Fund September 2015
Emerging Companies Fund September 2015
Diversified Shares Fund August 2015
International Shares Fund August 2015
Australian Shares Fund August 2015
Emerging Companies Fund August 2015
Diversified Shares Fund July 2015
International Shares Fund July 2015
Australian Shares Fund July 2015
Emerging Companies Fund (debut) July 2015
Advocacy Fund June Quarter 2015
Balanced Fund June Quarter 2015
Cash Fund June Quarter 2015
Fixed Interest Fund June Quarter 2015
International Shares Fund (formerly the International Shares Trust) June 2015
Australian Shares Fund (formerly the Smaller Companies Trust) June 2015
Diversified Shares Fund (formerly the Larger Companies Trust) June 2015
Smaller Companies Trust May 2015
Larger Companies Trust May 2015
International Equities Trust May 2015
Advocacy Fund March Quarter 2015
Balanced Trust March Quarter 2015
Cash Trust March Quarter 2015
Fixed Interest Trust March Quarter 2015
Larger Companies Trust April 2015
Smaller Companies Trust April 2015
International Equities Trust April 2015
International Equities Trust March 2015
Larger Companies Trust March 2015
Smaller Companies Trust March 2015
International Equities Trust February 2015
Larger Companies Trust February 2015
Smaller Companies Trust February 2015
Advocacy Fund December Quarter 2014
Balanced Trust December Quarter 2014
Cash Trust December Quarter 2014
Fixed Interest Trust December Quarter 2014
International Equities Trust January 2015
Larger Companies Trust January 2015
Smaller Companies Trust January 2015
International Equities Trust December 2014
Larger Companies Trust December 2014
Smaller Companies Trust December 2014
International Equities Trust November 2014
Larger Companies Trust November 2014
Smaller Companies Trust November 2014
Advocacy Fund September 2014
Balanced Trust September 2014
Cash Trust September 2014
Fixed Interest Trust September 2014
International Equities Trust October 2014
Larger Companies Trust October 2014
Smaller Companies Trust October 2014
International Equities Trust September 2014
Larger Companies Trust September 2014
Smaller Companies Trust September 2014
International Equities Trust August 2014
Larger Companies Trust August 2014
Smaller Companies Trust August 2014
Advocacy Fund June 2014
Balanced Trust June 2014
Cash Trust June 2014
Fixed Interest Trust June 2014
International Equities Trust July 2014
Larger Companies Trust July 2014
Smaller Companies Trust July 2014
International Equities Trust June 2014
Larger Companies Trust June 2014
Smaller Companies Trust June 2014
International Equities Trust March 2014
Larger Companies Trust March 2014
Smaller Companies Trust March 2014
International Equities Trust February 2014
Larger Companies Trust February 2014
Smaller Companies Trust February 2014
International Equities Trust January 2014
Larger Companies Trust January 2014
Smaller Companies Trust January 2014
Advocacy Fund December 2013
Balanced Trust December 2013
Cash Trust December 2013
International Equities Trust December 2013
Larger Companies Trust December 2013
Smaller Companies Trust December 2013
International Equities Trust November 2013
Larger Companies Trust November 2013
Smaller Companies Trust November 2013
International Equities Trust October 2013
Larger Companies Trust October 2013
Smaller Companies Trust October 2013
Advocacy Fund September 2013
Balanced Trust September 2013
Cash Trust September 2013
International Equities Trust September 2013
Larger Companies Trust September 2013
Smaller Companies Trust September 2013
International Equities Trust August 2013
Larger Companies Trust August 2013
Smaller Companies Trust August 2013
International Equities Trust July 2013
Larger Companies Trust July 2013
Smaller Companies July 2013
Advocacy Fund June 2013
Balanced Trust June 2013
Cash Trust June 2013
International Equities Trust June 2013
Larger Companies Trust June 2013
Smaller Companies Trust June 2013
International Equities Trust May 2013
Larger Companies Trust May 2013
Smaller Companies Trust May 2013
International Equities Trust April 2013
Larger Companies Trust April 2013
Smaller Companies Trust April 2013
Balanced Trust March 2013
Cash Trust March 2013
Climate Advocacy Fund March 2013
International Equities Trust March 2013
Larger Companies Trust March 2013
Smaller Companies Trust March 2013
International Equities Trust February 2013
Larger Companies Trust February 2013
Smaller Companies Trust February 2013
International Equities Trust January 2013
Larger Companies Trust January 2013
Smaller Companies Trust January 2013
Balanced Trust December 2012
Cash Trust December 2012
Climate Advocacy Fund December 2012
International Equities Trust December 2012
Larger Companies Trust December 2012
Smaller Companies Trust December 2012
International Equities Trust November 2012
Larger Companies Trust November 2012
Smaller Companies Trust November 2012
International Equities Trust October 2012
Larger Companies Trust October 2012
Smaller Companies Trust October 2012
Balanced Trust September 2012
Cash Trust September 2012
Climate Advocacy Fund September 2012
International Equities Trust September 2012
Larger Companies Trust September 2012
Smaller Companies Trust September 2012
International Equities Trust August 2012
Large Companies Trust August 2012
Smaller Companies Trust August 2012
International Equities Trust July 2012
Larger Companies Trust July 2012
Smaller Companies Trust July 2012
Climate Advocacy Fund June 2012
Cash Trust June 2012
International Equities Trust June 2012
Larger Companies Trust June 2012
Smaller Companies Trust June 2012
Balanced Trust June 2012
Property Trust March 2012 report

 

 

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General information only

This information is general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider seeking independent financial advice.