FundMonitors.com

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Martin Pretty, Director at Equitable Investors.  

The Equitable Investors Dragonfly Fund has been operating since September 2017. Over the past 12 months, it has risen by +67.27% vs the ASX200 Total Return Index's +28.56%. Over that period it has achieved up-capture and down-capture ratios of 217% and 84% respectively, indicating that, on average, the Fund outperformed in both the market's positive and negative months.

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Vasilios Piperoglou, Co-Founder & Head Analyst at Collins St Asset Management.

The Collins St Value Fund has been operating since February 2016 and has delivered an annualised return since then of 19% vs the ASX200 Total Return Index's annualised return over the same period of 11.67%. Over the past 12 months, the Fund has risen +60.6%, outperforming the Index by +32%. The Fund's capacity to outperform in falling and volatile markets is highlighted by its Sortino ratio (since inception) of 1.41 vs the Index's 0.96 and down-capture ratio of 38.3%.

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management.

The Collins Street Value Fund is an index unaware fund which seeks to create strong investment returns over the medium and long term with capital preservation a priority. Collins St maintain a portfolio of investments in ASX listed companies that they have investigated and consider to be undervalued. The Fund has risen +64.78% over the past 12 months against the ASX200 Accumulation Index's +27.80%, and with a similar level of volatility. Since inception in February 2016, the Fund has returned +19.26% p.a. vs the Index's annualised return over the same period of +11.63%.

View the fund's profile: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Robert Swift, Chief Investment Officer at Delft Partners.   

The Delft Global High Conviction Strategy invests in companies listed on major global developed market exchanges by combining 'fundamental' analysis with quantitative stock selection tools. The strategy began in July 2011 and has returned +15.95% p.a. with an annualised volatility of 11.91% since then. It has achieved Sharpe and Sortino ratios of 1.15 and 2.16 respectively, highlighting its capacity to achieve superior risk-adjusted returns while avoiding the market's downside volatility over the long-term. Over the most recent 12 months, the strategy has risen +26.81% vs AFM's Global Equity Index's +22.23%.  

View the fund's profile here: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value Asset Management.  

The Prime Value Emerging Opportunities Fund invests in companies in the diversified emerging companies sector. Since inception in October 2015, it has returned +16.30% p.a. against the ASX200 Accumulation Index's annualised return over the same period of +11.05%. The Fund has demonstrated superior performance in falling and volatile markets, with a Sortino ratio (since inception) of 1.45 vs the Index's 0.89, and a down-capture ratio (since inception) of 46%. Over the most recent 12 months, the Fund has risen +42.01% vs the Index's +27.80%, and has achieved a down-capture ratio of -4.64%.  

View the fund's profile here: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Charlie Aitken, CEO & Portfolio Manager at Aitken Investment Management.  

The AIM Global High Conviction Fund is a long-only fund that invests in a high conviction portfolio of global stocks. The Fund has risen +25.82% over the past 12 months, and +17.78% p.a. since inception in July 2019. Its capacity to outperform in falling and volatile markets is demonstrated by its down-capture ratio (since inception) of 74% and Sortino ratio (since inception) of 3.35.

View the fund's profile here: https://www.fundmonitors.com/landing.php

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Michael Tobin, Managing Director of Vantage Asset Management about the Private Equity market and why it has consistently outperformed listed markets over the past 15 years.

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Dean Fergie, Director & Portfolio Manager at Cyan Investment Management.   

The Cyan C3G Fund has risen +15.45% p.a. since inception in August 2014 against the ASX200 Accumulation Index which has returned +7.97% p.a. on an annualised basis over the same period. The Fund has demonstrated superior performance in falling and volatile markets, with a Sortino ratio (since inception) of 1.22 vs the Index's 0.59, and down-capture ratio of 58.20%.

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with Alex Lee, Director of Investor Relations at Laureola Advisors.

Laureola are a specialist investment management firm offering conservative, risk mitigated exposure to life settlements. The firm was established in 2012 to take advantage of the opportunities in the Life Settlements asset class which produces attractive non-correlated long-term returns. Since inception the fund has returned 15.65% p.a. with a standard deviation of just 5.51%.

View the fund's profile: https://www.fundmonitors.com/landing.php

Damen Purcell, COO of Australian Fund Monitors, speaks with David Costello, Portfolio Manager of the MFG Core Infrastructure Fund.

The Fund has recently been added to the fundmonitors.com database but has been operating since December 2009. Prior to December 2019 it was only available to institutional investors. Since inception it has returned +12.38% p.a. with an annualised volatility of 9.90%.

View the profile here: https://www.fundmonitors.com/index.php