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Newsletter – December 2021

Monday, 17th January, 2022

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. Read more

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Newsletter – October 2021

Thursday, 25th November, 2021

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. Read more here.

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The Insider- Meet the Fund Manager with Reach Markets

Tuesday, 23rd November, 2021

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 […]

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Podcast- Masters of the Market

Tuesday, 23rd November, 2021

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 […]

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Podcast- Talk Ya Book 2021

Tuesday, 23rd November, 2021

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    

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Podcast- Talk Ya Book 2020

Tuesday, 23rd November, 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  

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Newsletter – September 2021

Thursday, 21st October, 2021

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

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Newsletter – August 2021

Tuesday, 21st September, 2021

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

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Newsletter – June 2021

Thursday, 22nd July, 2021

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

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Newsletter – May 2021

Tuesday, 15th June, 2021

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

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News Article – Urbnsurf

Monday, 14th June, 2021

How Urbnsurf avoided a pandemic wipeout. Read more here.

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Newsletter – April 2021

Tuesday, 11th May, 2021

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

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Redemption Offer

Monday, 3rd May, 2021

Closes 31 May 2021. Further details here Redemption Offer – May 2021

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Newsletter – March 2021

Tuesday, 20th April, 2021

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

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Newsletter – February 2021

Thursday, 18th March, 2021

The Merchant Opportunities Fund continues to perform above market. Read more here.

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Redemption Offer

Monday, 1st February, 2021

Closes 26 February 2021. Further details here Redemption Offer – February 2021

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Newsletter – December 2020

Wednesday, 13th January, 2021

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

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Newsletter – November 2020

Tuesday, 15th December, 2020

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

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Newsletter – October 2020

Thursday, 19th November, 2020

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

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Redemption Offer

Monday, 2nd November, 2020

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

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Newsletter – September 2020

Monday, 19th October, 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. Read more here.

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Newsletter – August 2020

Tuesday, 8th September, 2020

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

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Newsletter – July 2020

Wednesday, 19th August, 2020

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

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Redemption Offer

Monday, 3rd August, 2020

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

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Newsletter – June 2020

Thursday, 30th July, 2020

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

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Newsletter – May 2020

Tuesday, 16th June, 2020

The Merchant Leaders Fund remained relatively stable for the month. Read more here.

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Newsletter – April 2020

Friday, 15th May, 2020

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

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Redemption Offer

Monday, 4th May, 2020

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

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Newsletter – March 2020

Friday, 10th April, 2020

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

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Newsletter – February 2020

Monday, 16th March, 2020

Wow what a month February was! Read more here.

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Newsletter – January 2020

Thursday, 20th February, 2020

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

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Redemption Offer

Monday, 3rd February, 2020

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

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Newsletter – November 2019

Thursday, 12th December, 2019

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

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Newsletter – October 2019

Monday, 25th November, 2019

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

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Redemption Offer

Wednesday, 6th November, 2019

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

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Newsletter – September 2019

Tuesday, 8th October, 2019

Another month, another interest rate cut. Read more here.

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Newsletter – August 2019

Thursday, 12th September, 2019

The Merchant Leaders Fund performed to plan through the month of August. Read more here.

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Newsletter – July 2019

Thursday, 22nd August, 2019

Continuing the positive momentum from last financial year, the Merchant Leaders Fund was up 3.21%. Read more here.

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Redemption Offer

Thursday, 1st August, 2019

Closes 30 August 2019. Further details here  Redemption Offer – August 2019

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Newsletter – June 2019

Tuesday, 30th July, 2019

The Merchant Leaders Fund (MLF) closed up 11.42% (net after fees and distribution) for our first full financial year. Read more here.

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Newsletter – May 2019

Wednesday, 19th June, 2019

The Merchant Leaders Fund continues to outperform the ASX 100. Read more here.

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Newsletter – April 2019

Thursday, 16th May, 2019

The Merchant Leaders Fund continues to perform to expectation with total returns for the financial year net of all fees up 6.55% vs the ASX 100 which is up 2.32% for the same period.  Read more here.

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Redemption Offer

Wednesday, 1st May, 2019

Closes 31 May 2019. Further details here Redemption Offer – May 2019.

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Newsletter – March 2019

Tuesday, 16th April, 2019

Another pleasing month for the Merchant Leaders Fund. Read more here.

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Newsletter – February 2019

Tuesday, 19th March, 2019

The Merchant Leaders Fund is performing in line with our expectations. Read more here.

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Newsletter – January 2019

Tuesday, 12th February, 2019

What a finish to 2018.  Read more here.

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Redemption Offer

Monday, 4th February, 2019

Closes 28 February 2019. Further details here Redemption Offer – February 2019

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Newsletter – November 2018

Thursday, 13th December, 2018

Another month, another 4% drop in value across the Australian share market.  Read more here.

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Newsletter October 2018

Friday, 16th November, 2018

Another horrible month for the ASX, with the ASX100 Index (XTO) dropping a further 5.57% for the month of October alone.  Read more here.

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Redemption Offer

Friday, 2nd November, 2018

Closes 30 November 2018.  Further details here Redemption Offer – November 2018

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