Newsletter – December 2020
The Merchant Leaders Fund is performing in line with expectations so far this Financial Year.
READ MORENewsletter – November 2020
Driven mainly by the raging Iron Ore sector, the ASX 100 put on almost 8% in the month of November.
READ MORENewsletter – October 2020
The Merchant Opportunities Fund (MOF) had a strong month in October.
READ MORENewsletter – September 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 MORENewsletter – August 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 MORENewsletter – July 2020
Whilst we remain overly cautious on the current market recovery, we began selectively adding back some positions and reducing the cash holdings.
READ MORENewsletter – June 2020
Whilst down from the highs of February this year, overall the Merchant Opportunities Fund (MOF) finished strongly.
READ MORENewsletter – March 2020
Whilst we are going through some short-term pain the longer-term prospects for the market remain sound.
READ MORENewsletter – January 2020
As at the end of January the Merchant Leaders Fund (MLF) is up a healthy 10.85%.
READ MORENewsletter – November 2019
The Merchant Leaders Fund inched up over the course of November.
READ MORENewsletter – August 2019
The Merchant Leaders Fund performed to plan through the month of August.
READ MORENewsletter – July 2019
Continuing the positive momentum from last financial year, the Merchant Leaders Fund was up 3.21%.
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