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 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 Monthly Report March 2018 – to come
Balanced Fund Quarterly Report March 2018
Fixed Interest Fund Quarterly Report March 2018
Income Fund Quarterly Report March 2018

 

Past reports
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
Emerging Companies Fund Monthly Report December 2017
Australian Shares Fund Monthly Report December 2017
International Shares Fund Monthly Report December 2017
Diversified Shares Fund Monthly Report December 2017
Advocacy Fund Monthly Report December 2017
Balanced Fund Quarterly Report December 2017
Fixed Interest Fund Quarterly Report December 2017
Income Fund Quarterly Report December 2017
Emerging Companies Fund Monthly Report November 2017
Australian Shares Fund Monthly Report November 2017
International Shares Fund Monthly Report November 2017
Diversified Shares Fund Monthly Report November 2017
Emerging Companies Fund Monthly Report October 2017
Australian Shares Fund Monthly Report October 2017
International Shares Fund Monthly Report October 2017
Diversified Shares Fund Monthly Report October 2017
Emerging Companies Fund Monthly Report September 2017
Australian Shares Fund Monthly Report September 2017
International Shares Fund Monthly Report September 2017
Diversified Shares Fund Monthly Report September 2017
Advocacy Fund Monthly Report September 2017
Balanced Fund Quarterly Report September 2017
Fixed Interest Fund Quarterly Report September 2017
Income Fund Quarterly Report September 2017
Emerging Companies Fund Monthly Report August 2017
Australian Shares Fund Monthly Report August 2017
International Shares Fund Monthly Report August 2017
Diversified Shares Fund Monthly Report August 2017
Emerging Companies Fund Monthly Report July 2017
Australian Shares Fund Monthly Report July 2017
International Shares Fund Monthly Report July 2017
Diversified Shares Fund Monthly Report July 2017
Emerging Companies Fund Monthly Report June 2017
Australian Shares Fund Monthly Report June 2017
International Shares Fund Monthly Report June 2017
Diversified Shares Fund Monthly Report June 2017
Advocacy Fund Monthly Report June 2017
Balanced Fund Quarterly Report June 2017
Fixed Interest Fund Quarterly Report June 2017
Cash Fund Quarterly Report June 2017
Emerging Companies Fund Monthly Report May 2017
Australian Shares Fund Monthly Report May 2017
International Shares Fund Monthly Report May 2017
Diversified Shares Fund Monthly Report May 2017
Emerging Companies Fund Monthly Report April 2017
Australian Shares Fund Monthly Report April 2017
International Shares Fund Monthly Report April 2017
Diversified Shares Fund Monthly Report April 2017
Emerging Companies Fund Monthly Report March 2017
Australian Shares Fund Monthly Report March 2017
International Shares Fund Monthly Report March 2017
Diversified Shares Fund Monthly Report March 2017
Advocacy Fund Monthly Report March 2017
Balanced Fund Quarterly Report March 2017
Fixed Interest Fund Quarterly Report March 2017
Cash Fund Quarterly Report March 2017
Emerging Companies Fund Monthly Report February 2017
Australian Shares Fund Monthly Report February 2017
International Shares Fund Monthly Report February 2017
Diversified Shares Fund Monthly Report February 2017
Emerging Companies Fund Monthly Report January 2017
Australian Shares Fund Monthly Report January 2017
International Shares Fund Monthly Report January 2017
Diversified Shares Fund Monthly Report January 2017
Balanced Fund Quarterly Report December 2016
Fixed Interest Fund Quarterly Report December 2016
Cash Fund Quarterly Report December 2016
Emerging Companies Fund Monthly Report December 2016
Australian Shares Fund Monthly Report December 2016
International Shares Fund Monthly Report December 2016
Diversified Shares Fund Monthly Report December 2016
Advocacy Fund Monthly Report December 2016
Emerging Companies Fund Monthly Report November 2016
Australian Shares Fund Monthly Report November 2016
International Shares Fund Monthly Report November 2016
Diversified Shares Fund Monthly Report November 2016
Emerging Companies Fund Monthly Report October 2016
Australian Shares Fund Monthly Report October 2016
International Shares 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
Australian Shares Fund Monthly Report September 2016
International Shares Fund Monthly Report September 2016
Diversified Shares Fund Monthly Report September 2016
Emerging Companies Fund Monthly Report September 2016
Australian Shares Fund August 2016
International Shares Fund Monthly Report August 2016
Diversified Shares Fund August 2016
Emerging Companies Fund August 2016
Emerging Companies Fund July 2016
Australian Shares Fund July 2016
International Shares Fund Monthly Report July 2016
Diversified Shares Fund July 2016
Emerging Companies 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