The Fund returned +2.15% net of fees for the month of May 2019. Approaching 3 years of operation, the Fund has returned +19.95% p.a. since inception (Jul 16), outperforming the ASX 100 index by +7.95% p.a.
Media Releases
Brace yourselves: A claim against your Will is coming
It seems that along with dragons and Westeros, the idea that a person has substantial discretion in how to gift their estate on their death is a myth.
The answer to building certainty is not more cash reserves
Falling cash rates at historic lows means retirees face increased risk and an uncertain future, especially if they outlive their savings.
Chris Hocking Strategies launches new podcast service
Chris Hocking Strategies recently launched a new professional podcast service for clients. The new service allows clients to share key ideas and areas of expertise with audiences in an efficient, accessible and shareable format.
Fund manager Alleron becomes Australian Eagle Asset Management
Alleron Investment Management has relaunched as Australian Eagle Asset Management to differentiate from its wholesale and institutional past.
Omniwealth: New Financial Year wealth tips
Australia has some of the highest personal debt levels in the world and it is only increasing. Some of these debts are incurring interest at over 20%. If you pay down this debt it means you are receiving a guaranteed 20% return on your money.
Living longer is one good reason to protect capital for sustainable income
There are over five million baby boomers (born 1946 to 1964). For most, a bright future awaits. After full-time work, it’s a stage of life which could span 25 years or more, so will the capital last?
Q&A with Dan Powell from Nanuk Asset Management
Dan Powell from Nanuk Asset Management recently spoke with Chris Hocking to discuss sustainable investment funds.