Reports

Retail Fund & Benchmark Returns
Retail Quarterly Report

Retail Fund & Benchmark Returns

Retail Fund and Benchmark Report Period Ending 31 Oct 2025 Download

Retail Fund and Benchmark Report Period Ending 30 Sep 2025 Download

Retail Fund and Benchmark Report Period Ending 31 Aug 2025 Download

Older Retail Fund & Benchmark Returns

Retail Fund and Benchmark Report 31 Jul 2025
Retail Fund and Benchmark Report 30 Jun 2025
Retail Fund and Benchmark Report 31 May 2025
Retail Fund and Benchmark Report 30 Apr 2025
Retail Fund and Benchmark Report 31 Mar 2025
Retail Fund and Benchmark Report 28 Feb 2025

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Retail Quarterly Report

Retail Q3 2025 Report Period Ending 30 Sep 2025 Download

Retail Q2 2025 Report Period Ending 30 Jun 2025 Download

Retail Newsletter Period Ending 31 Mar 2025 Download

Older Retail Quarterly Report

Retail Newsletter 31 Dec 2024
Retail Newsletter 30 Sep 2024
Retail Newsletter 30 Jun 2024
Retail Newsletter 31 Mar 2024
Retail Newsletter 31 Dec 2023
Retail Newsletter 30 Sep 2023

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Invest in any of our funds. We'd be happy to meet to discuss your needs.

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Individual Investors

Everything you need to complete your investment portfolio.

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Invest in any of our funds. We'd be happy to meet to discuss your needs.

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