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Submission: On March 27 via manual from AU — Scanned from AU
Effective URL: https://www.fundmonitors.com/
Submission: On March 27 via manual from AU — Scanned from AU
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Loading... FUND MONITORS PTY LTD www.fundmonitors.com © Copyright 2023 Printed: 27 March 2023 4:45 PM * Managed Funds * Peer Groups * Fund Selector * Watch List * Index Report * Tools and Analytics * Portfolios * Custom Statistics * Research * Portfolio Optimiser * News * About Us * Compare Plans * Our Business * Manager Portal Register LOGIN Forgotten password? Click here COMPARE & TRACK OVER 700 MANAGED FUNDS Learn More About AFM 45 Day Premium Trial Your browser does not support the video tag. -------------------------------------------------------------------------------- COMPARE AND TRACK OVER 700 MANAGED FUNDS Check the Education videos at the bottom of this page to make the most of what's on offer. -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- COMPARE AND TRACK OVER 700 MANAGED FUNDS Welcome to FundMonitors.com - Trusted, Targeted Research for Self-Directed Investors and Financial Advisors. Use the Peer Group Analysis to Compare Funds, and a free FACT Sheet covering every fund for registered users. -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- COMPARE AND TRACK OVER 700 MANAGED FUNDS Subscribers can access Narrative Performance Reports, Performance Summaries with Peer Group Rankings, or full Performance Analysis. -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- COMPARE AND TRACK OVER 700 MANAGED FUNDS Check the Education videos at the bottom of this page to make the most of what's on offer. -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- COMPARE AND TRACK OVER 700 MANAGED FUNDS Welcome to FundMonitors.com - Trusted, Targeted Research for Self-Directed Investors and Financial Advisors. Use the Peer Group Analysis to Compare Funds, and a free FACT Sheet covering every fund for registered users. -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- COMPARE AND TRACK OVER 700 MANAGED FUNDS Subscribers can access Narrative Performance Reports, Performance Summaries with Peer Group Rankings, or full Performance Analysis. -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- COMPARE AND TRACK OVER 700 MANAGED FUNDS Check the Education videos at the bottom of this page to make the most of what's on offer. -------------------------------------------------------------------------------- About AFM 45 Day Premium Trial FIND A FUND FUNDS FOUND Click on a fund to view it's profile, or collect a number of funds and click "View Table" to compare them. PEER GROUP ANALYSIS VIEW ALL» Index Selector Links 1 Year 3 Year 5 Year Alternatives 2.30% 12.67% 8.74% Equity Alternative - Asia -5.93% -0.24% 0.03% Equity Alternative - Australia -0.70% 9.26% 6.70% Equity Alternative - Global 0.56% 7.65% 6.28% Equity Long - Asia -5.61% 3.02% 3.00% Equity Long - Large Cap - Australia 4.41% 8.75% 7.78% Equity Long - Large Cap - Global -4.55% 6.17% 7.86% Equity Long - Mid/Small Cap - Global -6.88% 5.44% 6.84% Equity Long - Small/Mid Cap - Australia -7.48% 8.24% 7.10% Fixed Income - Bonds -3.63% -1.19% 1.31% Fixed Income - Credit 0.15% 1.94% 3.20% Fixed Income - Debt 6.57% 7.00% 7.25% Fixed Income - Hybrid Credit 4.88% 5.79% 5.55% Infrastructure 5.33% 3.49% 8.38% Multi-Sector -0.23% 4.62% 4.00% Property 1.14% 6.30% 9.47% HEDGE CLIPPINGS Hedge Clippings | 24 March 2023 24 Mar 2023 - FundMonitors.com What defines the best managed fund? This week we thought we'd give politics and politicians a rest, as well as tax and the superannuation system. We're not even going to elaborate on the frailty or otherwise of the US or global... Read more... 24 MAR 2023 - HEDGE CLIPPINGS | 24 MARCH 2023 By: FundMonitors.com Hedge Clippings | 24 March 2023 What defines the best managed fund? This week we thought we'd give politics and politicians a rest, as well as tax and the superannuation system. We're not even going to elaborate on the frailty or otherwise of the US or global banking system, except to say "who ever thought the Swiss would run into trouble?" Instead, we're looking at the performance of equity markets, and managed funds - and specifically the best performing ones, over varying time frames. We also refer to an excellent article (see link) by Romano Sala Tenna, Portfolio Manager at Katana Asset Management in Graham Hand's excellent "First Links" newsletter. The essence of the article is that time, and patience, are the keys to successful long term investing in the equity market. While there may be some volatility along the way, Romano clearly shows that the market's direction (given time) is always upwards. Which of course begs the question why so many investors try to "punt" the market, with highly variable results. Maybe it is simply the love of the punt, or possibly one, the other, or both of the two most common flaws of investing; greed and fear. As Romano points out, the sharpest fall (3 months) in the history of the ASX was in early 2020, thanks to COVID. Those who sold in February or March 2020 missed out on one of the strongest rallies which followed. He also points out that the market has averaged a return of 10.8% over the last 147 years. That may be longer than most fund managers propose, but you probably get the point. Romano's message is to invest for the long term and stay patient. As the chart below shows, on a rolling basis if you had invested in the market for any 8 year period since 1875, you won't have experienced a negative return. Some might wonder why, given Fund Monitors' focus is on managed funds, we're looking at investing directly in the market. Quite simply, choosing a managed fund is not so easy investing in the index. Managed funds come in all shapes and sizes, and performance varies between them. Performance also varies over time, and we would agree that when analysing the performance of funds one has to look at performance over the longer term. However, some of the best performing Australian Long Only funds over one year don't always back it up, year after year. The top 10 performing funds over the longer term however (7 years) don't always appear in the top 10 over 5, 3, and 1 year. Careful analysis shows consistency (at least in the top 10 list) is difficult to achieve. For the record, Romano's Katana Australian Equity Fund makes the Top 10 list in all four time frames - 1, 3, 5, and 7 years. Rob Gregory's Glenmore Asset Management doesn't have a 7 year track record but makes the top 10 over 5, 3, and 1 year. DMX Capital Partners and Anacacia's Wattle Fund appear in the top 10 tables 3 times, each over 7, 5, and 3 years. Analysis of managed funds isn't as simple as just selecting the top performing funds. Join our webinar "Making the Most of Fund Monitor's Data" next week, either on Tuesday 28th at 11:30 in the morning, or alternatively on Thursday 30th at 4:00 in the afternoon (both AEST) and we'll give you a site tour and tips on how to use the website to compare and track over 700 funds. -------------------------------------------------------------------------------- News & Insights -------------------------------------------------------------------------------- Experiences Rule! | Insync Fund Managers Trip Insights: Americas | 4D Infrastructure -------------------------------------------------------------------------------- February 2023 Performance News Digital Asset Fund (Digital Opportunities Class) Insync Global Capital Aware Fund Collins St Value Fund Bennelong Emerging Companies Fund Emit Capital Climate Finance Equity Fund Bennelong Twenty20 Australian Equities Fund PURE Resources Fund Bennelong Concentrated Australian Equities Fund -------------------------------------------------------------------------------- If you'd like to receive Hedge Clippings direct to your inbox each Friday JOIN OUR MAILING LIST -------------------------------------------------------------------------------- EVENTS April 2023 Reserve Bank Board Meeting - Monetary Policy Decision Dates 04 Apr 2023 2:30 PM to 3:00 PM Where 65 Martin Place, Sydney News & Announcements Brief In determining monetary policy, the Bank has a duty to contribute to the stability of the currency, full employment, and the economic prosperity and welfare of the Australian people. Details * Insights and Fund News * Videos &Webinars 27 Mar 2023 Performance Report: PURE Income & Growth Fund Author: FundMonitors.com The PURE Income & Growth Fund rose by +0.3% in February, an outperformance of +2.01% compared with the S&P/ASX Small Industrials TR benchmark which... Read more 27 MAR 2023 - PERFORMANCE REPORT: PURE INCOME & GROWTH FUND By: FundMonitors.com [Current Manager Report if available] 27 Mar 2023 Investment Perspectives: Is the Aussie... Author: Quay Global Investors A stall in national house price declines while interest rates keep climbing has sparked yet another national debate on the future direction of the... Read more 27 MAR 2023 - INVESTMENT PERSPECTIVES: IS THE AUSSIE RESIDENTIAL MARKET BOTTOMING? By: Quay Global Investors ATTACHED FILESInvestment Perspectives: Is the Aussie residential market bottoming? (pdf format) 24 Mar 2023 Performance Report: Digital Asset Fund (Digital... Author: FundMonitors.com The Digital Asset Fund (Digital Opportunities Class) rose by +1.93% in February. Since inception in May 2021, the fund has returned +30.35% per... Read more 24 MAR 2023 - PERFORMANCE REPORT: DIGITAL ASSET FUND (DIGITAL OPPORTUNITIES CLASS) By: FundMonitors.com [Current Manager Report if available] 24 Mar 2023 Covid disruption and its effect on women in the... Author: abrdn March 8 is International Women's Day - a day for celebrating the social, economic, cultural, and political achievements of women around the world.... Read more 24 MAR 2023 - COVID DISRUPTION AND ITS EFFECT ON WOMEN IN THE WORKPLACE By: abrdn Covid disruption and its effect on women in the workplace abrdn March 2023 -------------------------------------------------------------------------------- March 8 is International Women's Day - a day for celebrating the social, economic, cultural, and political achievements of women around the world. It's also a day when calls for accelerating gender parity are most vocal. This year's focus is on 'equity' - the idea that people are all different, and that to be 'fair', people will need different types of assistance to reach their potential. Our A Woman's Place research series showed that higher female participation in the workforce isn't just ethical, it's also a solution to lacklustre economic growth in the developed world. We created the Gender Equality Index (GEI), as part of this series, to assess the levels of gender equality in 29 Organisation for Economic Co-operation and Development (OECD) countries. LEADERS, LAGGARDS Perhaps not surprisingly, Nordic countries - Sweden, Denmark, Norway and Finland - continue to top the ranking in the latest GEI update, a reflection of those countries' long history of progressive social policies that give women there more choices (See Chart 1). Chart 1: Scandinavian countries hold onto top spots Source: abrdn, World Bank, OECD, VDEM, as of 2023 Bringing up the rear are Italy, the US, South Korea and Japan - again there was little change in this part of the table. Women in the US still have limited maternity leave relative to their peers, while Japan and South Korea lag in terms of female empowerment. COVID SLOWED PROGRESS As these countries emerge from almost three years of pandemic-induced social and economic disruption, the index uncovers a slowdown in female-employment rates in several economies. Here are two reasons why: * Covid job losses affected women more than men. During previous economic downturns men usually bore the brunt of higher unemployment. These were often driven by industrial, rather than services-led, slowdowns. * But during Covid, the female-unemployment rate remained higher than that for men. That's because those sectors most affected by pandemic lockdowns were ones in which women are overrepresented. * Women were forced to reduce hours and leave the workforce to care for families. Women typically have disproportionately more care responsibilities than men. In the early stages of lockdowns, average paid working hours for women fell 16.4% (compared to a 14.9% fall for men) amid the closure of formal childcare facilities and as women cared for adult relatives (See Chart 2). Chart 2: Women's working hours fell more than men's during the initial Covid wave Source: OECD, as of 2020 As a result, the average female labour force participation rate remains below the pre-pandemic rate. > The average female labour force participation rate remains below the > pre-pandemic rate ON THE BRIGHT SIDE However, it's not all bad news. The index also shows that: * Men are spending more time on childcare. Many men now spend part of their week working from home and share more childcare duties. How long this will last is debatable, but studies have shown that after periods of parental leave, men's participation in childcare duties tends to remain higher. * More flexible work may be positive for female-labour participation. Flexible working arrangements may help women remain in the workforce despite uneven care burdens. However, there's a cost to more flexibility in the form of obstacles to career advancement - reduced mentoring, training, and access to promotion. This, if unaddressed, may even lead to further widening of the gender pay gap. FINAL THOUGHTS The pandemic has shone a light on the structural inequalities that exist within societies and economies. However, much more needs to be done to systematically address these issues.