by Chris Steptoe | Jun 11, 2022 | DMXCP
Dear Shareholder,DMXCP’s NAV declined 5.5% (after all accrued performance and management fees and expenses) for May 2022. The NAV as at 31 May 2022 was $2.7008 compared to $2.8592 as at 30 April 2022. The ASX Small Industrials was down 7.5% for the month and the All...
by Chris Steptoe | May 11, 2022 | DMXASF
Dear Investor,DMXASF’s NAV declined 5.0% (after fees and expenses) against the ASX 200 Total Return Index which declined just 1.0% for the month. The broader index held up well, propped by larger and resource companies. Meanwhile, smaller industrial to which we’re...
by Chris Steptoe | May 11, 2022 | DMXCP
Dear Shareholder, DMXCP’s NAV declined 2.0% (after all accrued performance and management fees and expenses) for April 2022. The NAV as at 30 April 2022 was $2.8592 compared to $2.9190 as at 31 March 2022. The ASX Small Industrials was down 3.4% for the month, while...
by Chris Steptoe | Apr 9, 2022 | DMXASF
Dear Investor, DMXASF’s NAV rose 1.4% (after fees and expenses) against the ASX 200 Total Return Index which rose 5.3% for the month. Portfolio CommentaryWhile much of our portfolio enjoyed something of a bounce along with the broader market this month, the continued...
by Chris Steptoe | Apr 9, 2022 | DMXCP
Dear Shareholder,DMXCP’s NAV declined 0.5% (after all accrued performance and management fees and expenses) for March 2022. The NAV as at 31 March 2022 was $2.9190 compared to $2.9345 as at 28 February 2022. The ASX Small Industrials was up 2.2% for the month, while...
