September 2018 | Quarterly Report

Introduction After eight consecutive months of positive performance, the Fund suffered a 5.2% setback in September resulting in a 1.7%1   decline for the quarter. For those keen on numbers, September’s return ranks as the second worst monthly performance since inception of the strategy in January 20152   . Now [...]

By | 2018-11-02T09:08:25+00:00 October 2018|Reports|0 Comments

June 2018 | Annual Report

Introduction Welcome to the ‘new-look’ Alluvium Global Fund report. With this updated format we have endeavoured to provide commentary on our investment activities in a more engaging and informative manner for you, our clients. We recognise that each individual investor has preferences for how they like to receive news, [...]

By | 2018-08-03T14:33:39+00:00 July 2018|Reports|0 Comments

March 2018 | Quarterly Report

Snapshot The Fund posted a net return of 2.7%1   over the March quarter. This positive result, when most markets (and our positions) fell decidedly in local currency terms2   , illustrates why we embrace currency ‘exposure’. Our dear friend ‘volatility’ is back… but only to more conventional levels. Although [...]

By | 2018-07-05T14:57:18+00:00 April 2018|Reports|0 Comments

December 2017 | Half Year Report

Snapshot The Alluvium Global Fund (Fund) posted a net return of 0.8% over the December quarter.1  The strategy has now built up a three year track record. Its annualised total return over that period is 12.1%. This is slightly higher than the return we expect to achieve over the [...]

By | 2018-01-10T22:10:15+00:00 January 2018|Reports|0 Comments

September 2017 | Quarterly Report

Snapshot The Alluvium Global Fund (Fund) posted a net return of 4.6% over the September quarter.1  An offsetting factor to some strong share price returns was the rising Australian dollar (AUD). Had we held most of our cash in AUD rather than foreign currencies our returns would have been [...]

By | 2017-10-15T20:09:52+00:00 October 2017|Reports|0 Comments

June 2017 | Annual Report

Snapshot Welcome to the inaugural annual report for the Alluvium Global Fund (Fund). The Fund posted a net return of 18.3% over the year to 30 June 20171  . This was almost solely due to the performance over the first six months of the financial year. The performance post [...]

By | 2017-08-29T15:16:05+00:00 July 2017|Reports|0 Comments

March 2017 | Quarterly Report

Snapshot The Alluvium Global Fund (Fund) posted a net loss of 1.1% over the March quarter1  . A significant factor was the rising Australian dollar (AUD). The longer term net returns of the Fund, as well as some alternatives are shown below:1,  2,  3,  4  [...]

By | 2017-07-24T14:13:34+00:00 April 2017|Reports|0 Comments

December 2016 | Half Year Report

Snapshot The Alluvium Global Fund (Fund) posted a net return of 17.6% over the six months ended December 20161  . The longer term net returns of the Strategy, in Australian dollars (AUD), as well as some alternatives are shown below:1,  2,  3,  4  Figure [...]

By | 2017-06-22T11:16:41+00:00 January 2017|Reports|0 Comments

September 2016 | Quarterly Report

Snapshot The Alluvium Global Fund (Fund) posted a net return of 6.1% over the September quarter1  . The return was tempered by the Australian dollar (“AUD”) rising against the currencies in which the Fund’s investments are quoted. The longer term net returns of the Strategy, in Australian dollars (AUD), [...]

By | 2017-07-17T21:47:08+00:00 October 2016|Reports|0 Comments

June 2016 | Half Year Report

Snapshot The Alluvium Global Strategy (Strategy) posted a net loss of 2.9% over the six months to 30 June 20161,  2  . The longer term net returns of the Strategy, in Australian dollars (AUD), as well as some alternatives are shown below:1,  2,  3,  4  [...]

By | 2017-06-22T11:09:17+00:00 July 2016|Reports|0 Comments