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Fund Manager News

Our Fund Managers regularly supply us with market information, industry trends and relevant literature on their funds. To view the  latest monthly report for each fund go to “Funds” on the main menu or click here.

Recent Fund Manager Articles

30 Nov 2017         Peters MacGregor   Global Fund – Final Product Assessment

7 Nov 2017           Daintree Core Income Trust

7 Nov 2017           Dundas : Cyclical Industries – November 2017

24 Oct 2017          Fiducian : India to tax Mauritius

15 Oct 2017          Peters Macgregor : 2017 09 19 Analysis

15 Oct 2017           Dundas : Dividend Security October 2017

28 July 2017           APN : APN Fund Performance Slides

29 June 2017          Premium China :  MSCI has announced the result of their 2017 Market Classification Review

29 June 2017          Pengana : GDG Return objectives and investment strategy

29 June 2017          Pengana : AVT return objectives and investment strategy

14 June 2017          Peters MacGregor : Environment, Social & Governance (ESG) Policy

13 June 2017          Pengana : Upside Participation and Downside Protection and Risk Parity Portfolios

02 June 2017          Hunter Hall :  Global Value ASX announcement re merger with Pengana

02 June 2017          Hunter Hall : EGM Presentation

02 June 2017          Hunter Hall : ASX -announcement re merger with Pengana

21 March 2017        Fiducian : Insight into India – Two huge wins for India’s growth plans 

20 March 2017        Maple Brown Abbott : Lonsec Report – Unhedged

20 March 2017        Maple Brown Abbott : Lonsec Report – Hedged

20 March 2017        Perennial : Press Release Daintree Capital

17 March 2017         APN : Two words from this reporting season rest easy

27 February 2017    Lonitude68 : No2 sequential risk

10 February 2017    Premium China : The Rest of the West and Viewing the World through New Lenses

29 January 2017      Maple Brown Abbott :  GLI Interest Rate Sensitivities comments

27 January 2017      Castle Point : Castle Point Ranger Fund Div Flexible Sector – FundSource Fund Review (3)

21 November 2016   Fiducian : Two huge wins for India’s growth plans

4 November 2016     Maple Brown Abbott : ESG spotlight controversial weapons

31 October 2016       Maple Brown Abbott : How expensive are defensives?

01 Sept 2016            One Answer : Application form

25 August 2017        Maple- Brown Abbott : The Role of Infrastructure in a Portfolio

01 August 2017        Peters MacGregor : PMGF Fund Fact Sheet 14 June 2016

27 July 2016             Premium China : Premium Asia Fund – June 2016

27 July 2016             Premium China : Premim Asia Fund Top 10 Information Sheet -June 2016

27 July 2016             Premium China : Premium China Fund – June 2016

27 July 2016             Pemium China : Premium China Fund Top 10 Information Sheet – June 2016

11 July 2016             Apostle Dundas Global Equity Fund : Referendum White Paper – June 2016

13 June 2016           Apostle Dundas Global Equity Fund : Monthly Fact Sheet May 2016

13 June 2016           Apostle Dundas Global Equity Fund : Why A Focus On Dividends Rewards Long Term Investors

24 May 2016            Australian Financial Review  : Value investors look beyond Buffett NJB

30 May 2016             Dundas Global Investors :    Dividends the long run drivers of equity investing

30 May 2016            Dundas Global Investors : Belshazzar’s Feast Follow up Questions – May 2016

30 May 2016             Dundas Global Investors :  Belshazzar’s Feast – May 2016

3 February 2016        K2  : K2 Select Restructures

3 February 2016        K2 :  K2 Intel team

30 November 2015   Dundas Global Investors : Is now a good time to invest with Dundas? 

12 August 2015          Dundas Global Investors : Dividends Paper – August 2015

22 June 2015              Perennial : The economic “Blues”

22 June 2015              Merrill Lynch – Using Dividend Growth to Pursue Financial Goals

2 June 2015                 Perennial Value Wealth Defender Australian Shares Trust : Update

2 June 2015                 Pengana : Rational for Global Resources by Ric Ronge

2 June 2015                 Pengana : Portfolio Update by Rhett Kessler

2 June 2015                 Altrinsic Global Equities Trust : Update

2 June 2015                 Altrinsic Global : Altrinsics Approach  in Volatile markets by Simon Blanchflower

2 June2015                 Premium China : Update

20 Apr 2015               APN : Value in the AREIT sector?

6 Mar 2015                 Pengana :  Pengana Global Resources Fund – Stock Insights

6 Mar 2015                 Pengana : Global Resources- Looking beneath the surface

25 Feb 2015               Merrill Lynch : The Power of Dividend Growth

21 Nov 2014               Pengana :  Australian Equities Fund Oct 2014

28 Oct 2014               Perennial : Statistical Arbitrage model for AVIX using Vol of Vol

13 Oct 2014                Perennial : Value Monthly Commentaries – September 2014

25 Sept 2014              Premium : China Fund – August 2014

25 Sept 2014              Premium : Asia Property Fund – August 2014

25 Sept 2014              Premium : Asia Income Fund – August 2014

25 Sept 2014              Premium : Asia Fund – August 2014

25 Sept 2014              Pengana : Global Resources Fund Performance Update Aug 2014

16 Sept 2014              NZIG Information Memorandum Sept 2014

16 Sept 2014              NZIG Article – The Big Idea, The Crisis in Retirement Planning

15 Sept 2014              Natixis : 2014 Global Survey of Individual Investors

10 Sept 2014              Pengana : Pengana Emerging Companies Fund – Monthly Update August 2014

10 Sept 2014              Pengana : Pengana Australian Equities Fund – Monthly Update August 2014

10 Sept 2014             Perennial : Value Wealth Defender Australian Shares Trust – Monthly Report 31 Aug 2014

10 Sept 2014             Perennial : Value Smaller Companies Trust – Monthly Report 31 Aug 2014

10 Sept 2014             Perennial : Value Shares for Income Trust – Monthly Report 31 Aug 2014

10 Sept 2014             Perennial : Value Australian Shares Trust – Monthly report 31 Aug 2014

22 August 2014-      APN : Review – Reporting Season in  full swing for 2014

22 August 2014-      Altrinsic : Global Equities Trust – Monthly Report July 2014

22 August 2014 –     Pengana : Australian Equities Fund – Performance Report

22 August 2014-      Pengana : Global Resources Fund – Performance Report

22 August 2014-      Perennial : Perspective Aug 2014  – Justifiable complacency?

12 August 2014 –     Perennial : Perspective August 2014

7 August 2014 –       Premium Asia Fund : Top 10 information sheet – June 2014

7 August 2014 –       Premium Asia International Fund : Top 10 information sheet – June 2014

7 August 2014 –       Premium Asia Property Fund : Top 10 information sheet – June 2014

7 August 2014 –       Premium China Fund : Top 10 information sheet – June 2014

4 August 2014 –      Think Global : Invite to Australasian Mission to the Asian Financial Forum Jan 2015

31 July 2014     –      Premium Asia Fund :  Reasonable Basis Q3 2014

31 July 2014     –     Premium Asia Property Fund : Reasonable Basis Q3 2014

31 July 2014     –     Premium China Fund : Reasonable Basis Q3 2014

30 July 2014     –     Premium China Fund : June 2014

30 July 2014     –     Premium Asia Property Fund : June 2014

30 July 2014     –     Premium Asia Income Fund : June 2014

30 July 2014     –     Premium Asia Fund : June 2014

23 July 2014     –     Pengana :  Paper on Implementing an Absolute Return Portfolio

14 July 2014     –     Pengana :  Portfolio Analysis Adviser Summary

18-20 Mar 2014 –  Meet the Managers Speakers Presentations

Altrinsic Global – by Simon Blanchflower

K2 Asset Management – by Jeff Thomson

Premium China Funds Management – By Jonathan Wu

APN Property Group – by Pete Morrissey / Michael Doble

Perennial Investment Partners – by Dan Bosscher / Brian Thomas

Pengana Capital – by Phil Boustridge