June 2025 Monthly Report

Dear Investor,DMXASF’s NAV increased 3.1% in June, ahead of the broader market with the ASX 200 Accumulation Index up 1.4% while the ASX Emerging Companies Index fell 0.5%.CommentaryKey contributors included EDU Holdings which continued to climb post cancelling its...

June 2025 Monthly Report

Dear Shareholder,DMXCP’s NAV increased 2.0% (after all accrued fees and expenses) for June 2025. The NAV as at 30 June 2025 was $2.6185, compared to $2.5672 as at 31 May 2025. Markets finished the year mostly positive,  with the All Ordinaries finishing June up 1.4%,...

May 2025 Monthly Report

Dear Shareholder,DMXCP’s NAV increased 5.1% (after all accrued fees and expenses) for May 2025. The NAV as at 31 May 2025 was $2.5672, compared to $2.4437 as at 30 April 2025. Markets continued their recovery from their April lows as tariff and macro concerns...

May 2025 Monthly Report

Dear Investor,DMXASF’s NAV increased 5.2% in May as markets continued their recovery off their April lows. The ASX 200 Accumulation Index rose 4.2%, while the ASX Emerging Companies Index rose 3.0%.CommentaryThe portfolio benefited from the continued re-rates to each...