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 [...]

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 [...]

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 [...]

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  [...]

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 [...]

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), [...]

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  [...]