by Chris Steptoe | Jun 17, 2025 | DMXCP
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...
by Chris Steptoe | Jun 17, 2025 | DMXASF
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...
by Chris Steptoe | May 15, 2025 | DMXASF
Dear Investor,DMXASF’s NAV increased 0.4% in what turned out to be an unusually volatile month. Markets sold off around 10% early in the month on the back of US tariff uncertainty, but came racing back by month-end. The ASX 200 Accumulation Index finished up 3.6% for...
by Chris Steptoe | May 15, 2025 | DMXCP
Dear Shareholder,DMXCP’s NAV increased 0.5% (after all accrued fees and expenses) for April 2025. The NAV as at 30 April 2025 was $2.4437, compared to $2.4328 as at 31 March 2025. April was particularly volatile for Australian equity markets with most indices down...
by Chris Steptoe | Apr 15, 2025 | DMXCP
Dear Shareholder, DMXCP’s NAV decreased 3.7% (after all accrued fees and expenses) for March 2025. The NAV as at 31 March 2025 was $2.4328, compared to $2.5265 as at 28 February 2025. March was a tough month for Australian equity markets with the All Ordinaries down...
