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...
by Chris Steptoe | Mar 9, 2022 | DMXASF
Dear Investor, DMXASF’s NAV fell 3.00% (after fees and expenses) against the ASX 200 Total Return Index which rose 2.14% for the month. Portfolio CommentaryIn a continuation of the rout much of the smaller-company segment of the market has been in over the past...
by Chris Steptoe | Mar 9, 2022 | DMXCP
Dear Shareholder,DMXCP’s NAV declined 2.93% (after all accrued performance and management fees and expenses) for February 2022. The NAV as at 28 February 2022 was $2.9345 compared to $3.0232 as at 31 January 2022.February portfolio developmentsThe negative sentiment...
by Chris Steptoe | Feb 9, 2022 | DMXCP
Dear Shareholder, DMXCP’s NAV declined 2.48% (after all accrued performance and management fees and expenses) for January 2022. The NAV as at 31 January 2022 was $3.0232 compared to $3.1001 as at 31 December 2021. January portfolio developments January saw Australian...
