Blog

At the closing bell on the last trading day of the Financial Year, the ASX Biotech Sector was down approximately 40% for the full Financial Year. Read more.

Well, that was a financial year to forget! Read more.

The MOF is currently down 15.41% since 30 June against a Small Ordinaries Index that is at the time of writing, down 19.94% for the Financial Year. Read more.

Against the ASX & US Listed Biotech Indexes we are faring better but at the moment it’s all a little painful. Read more.

April brought another volatile month on the stock market. The release of inflation numbers and a rise in interest rates both globally and domestically led to a shakeout. Read more.

With the Small Ordinaries off 15.36% for the 6 months, the Merchant Opportunities Fund (MOF) over for the financial year is currently down 12.18%. Read more.

As the dust settles on the month of March 2022 for the Merchant Biotech Fund increasing inflation and the Russian war in Ukraine continue to plague the technology/healthcare sector. Read more.

I’m helping OzHarvest raise money to feed people in need and I’d love your support. Read more.

The Merchant Opportunities Fund is currently down 6.25% for the Financial Year having regained some ground to March 31st. Read more.

Biotech companies are at the centre of future success, with one investment group setting its sights on the industry. These are the companies working to help us live longer, healthier lives by creating cutting edge treatments for devastating diseases. Merchant Funds’ new Biotech fund focuses on emerging Australian biotech, medical and health sciences companies, giving […]

The Merchant Biotech Fund continued to suffer during February with the Biotechnology and Technology sectors both being hardest hit as a result of the Russian invasion of Ukraine.

The Merchant Opportunities Fund continued its retracement at the hands of the market gods in February.

Auspiciously January 2022 will go down as the first month investing for the Merchant Biotech Fund.

January was a tough month for equity markets. The long-awaited inflation figures officially came into focus.

The overall market continued its soft run into the end of the calendar year with renewed fears of inflation stoking market unrest across all sectors of the market.

The market seems to be trading sideways now albeit with a slight downward trend back towards the 30 Day Moving Average level on the XJO (ASX 200) of 7358 points.

Andrew Chapman presented a session for Reach Markets series, The Insider- Meet the Fund Manager.  These sessions are about getting an overview from a leading manager to of their approach, discuss the market, the trends and sectors they are interested in, and their favourite stocks. The session was recorded on the 19th November, 2021.  You […]

In this episode Chris Judd heads to Perth to catch up with the Managing Director of the Merchant Group Andrew Chapman. With almost 20 years of experience in the industry, Andrew walks us through his experiences in investing in biotech stocks, medical marijuana and other micro caps.  Published 19 June 2019. Click the image below […]

In this week’s episode of  Chris Judd Invest Channel’s Talk Ya Book Andrew Chapman from Merchant Group will talk about an Australian medical diagnostics company and a very exciting small cap potash play.  Recorded 2nd March 2021    

On this edition of Talk Ya Book from the Chris Judd Invest Channel, Andrew Chapman from Merchant Funds Management talks through an ASX listed bio-tech that he feels has a lot of potential. $ASX $RAC- recorded 18th July 2020  

The Merchant Opportunities Fund (MOF) was a little choppy during the month of September.

The Merchant Opportunities Fund (MOF or Fund) has started the Financial Year quietly.

The Merchant Opportunities Fund (MOF) finished the 2021 Financial Year up 46.71%.    

The month of May was relatively soft for the broader Merchant Opportunities Fund (MOF).

How Urbnsurf avoided a pandemic wipeout.

The Merchant Opportunities Fund slipped slightly from its all-time high in March.

Closes 31 May 2021.

The Merchant Opportunities Fund (MOF) performed well in March ending a stellar third quarter.

The Merchant Opportunities Fund continues to perform above market.

Closes 26 February 2021.  Redemption Offer – February 2021

The Merchant Leaders Fund is performing in line with expectations so far this Financial Year.

Driven mainly by the raging Iron Ore sector, the ASX 100 put on almost 8% in the month of November.

The Merchant Opportunities Fund (MOF) had a strong month in October.

Closes 30 November 2020. Further details here Redemption Offer – November 2020

The Merchant Leaders Fund (MLF) has continued to perform above the ASX 100 (XTO) with the Fund up 3.70% to the end of September.

The Merchant Leaders Fund experienced positive contributions to the portfolio from the big miners as the Iron Ore price continued its upward trajectory.

Whilst we remain overly cautious on the current market recovery, we began selectively adding back some positions and reducing the cash holdings.

Closes 31 August 2020. Further details here Redemption Offer – August 2020

Whilst down from the highs of February this year, overall the Merchant Opportunities Fund (MOF) finished strongly.

The Merchant Leaders Fund remained relatively stable for the month.

The month of April saw a substantial rebound in the ASX.

Closes 29 May 2020. Further details here Redemption Offer – May 2020

Whilst we are going through some short-term pain the longer-term prospects for the market remain sound.

Wow what a month February was!

As at the end of January the Merchant Leaders Fund (MLF) is up a healthy 10.85%.

Closes 28 February 2020. Further details here Redemption Offer – February 2020

The Merchant Leaders Fund inched up over the course of November.

The Merchant Leaders Fund performed in-line with the ASX 100.

Closes 29 November 2019. Further details here Redemption Offer – November 2019

Another month, another interest rate cut.