Round Table – 2023

Periodically, we contribute to Richard Hemming’s Under The Radar Report where a selection of fund managers crystal ball gaze for the year ahead. Below are our responses to the questions posed for 2023. The excellent site can be found here:...

Jan 2023 Monthly Report

Dear Investor, DMXASF’s NAV increased 1.3% (after fees and expenses) for the month of January, continuing its recovery in absolute terms but lagging a very strong broad market as reflected in the ASX 200 Total Return Index’s 6.2% return.                               ...

Jan 2023 Monthly Report

Dear Shareholder, DMXCP’s NAV increased 1.1% (after all accrued management fees and expenses) for January 2023. The NAV as at 31 January 2022 was $2.5578 compared to $2.5294 as at 31 December 2022.Markets rebounded strongly during January on improved investor...

Dec 2022 Monthly Report

Dear Shareholder, DMXCP’s NAV increased 1% (after all accrued management fees and expenses) for December 2022. The NAV as at 31 December 2022 was $2.5054 compared to $2.5054 as at 30 November 2022.Markets finished the year on a soft note – the All Ordinaries fell 3.4%...

Dec 2022 Monthly Report

Dear Investor, DMXASF’s NAV increased 1.4% (after fees and expenses) for the month of December, again, building on its recovery of the past few months. The broad market was soft for the month, with the ASX 200 Total Return Index declining 3.2%.Portfolio Commentary...