Monthly & Quarterly Fund Reports

Our expert portfolio managers provide performance and market commentary against our managed funds. If you would like a copy of our monthly equity fund reports and quarterly performance reports subscribe here.

 

Latest reports
Emerging Companies Fund Monthly Report July 2018
Australian Shares Fund Monthly Report July 2018
International Shares Fund Monthly Report July 2018
Diversified Shares Fund Monthly Report July 2018

 

Past reports
Emerging Companies Fund Monthly Report June 2018
Australian Shares Fund Monthly Report June 2018
International Shares Fund Monthly Report June 2018
Diversified Shares Fund Monthly Report June 2018
Advocacy Fund Quarterly Report June 2018
Balanced Fund Quarterly Report June 2018
Fixed Interest Fund Quarterly Report June 2018
Income Fund Quarterly Report June 2018
Emerging Companies Fund Monthly Report May 2018
Australian Shares Fund Monthly Report May 2018
International Shares Fund Monthly Report May 2018
Diversified Shares Fund Monthly Report May 2018
Emerging Companies Fund Monthly Report April 2018
Australian Shares Fund Monthly Report April 2018
International Shares Fund Monthly Report April 2018
Diversified Shares Fund Monthly Report April 2018
Emerging Companies Fund Monthly Report March 2018
Australian Shares Fund Monthly Report March 2018
International Shares Fund Monthly Report March 2018
Diversified Shares Fund Monthly Report March 2018
Advocacy Fund Quarterly Report March 2018
Balanced Fund Quarterly Report March 2018
Fixed Interest Fund Quarterly Report March 2018
Income Fund Quarterly Report March 2018
Emerging Companies Fund Monthly Report February 2018
Australian Shares Fund Monthly Report February 2018
International Shares Fund Monthly Report February 2018
Diversified Shares Fund Monthly Report February 2018
Emerging Companies Fund Monthly Report January 2018
Australian Shares Fund Monthly Report January 2018
International Shares Fund Monthly Report January 2018
Diversified Shares Fund Monthly Report January 2018