by Chris Steptoe | Oct 14, 2025 | DMXASF
Dear Investor, DMXASF’s NAV increased 4.5% in September, a positive result in absolute terms, and mixed in the context of the broader market. The ASX 200 Accumulation Index declined 0.8% for the month, while smaller companies continue their strong run, with the ASX...
by Chris Steptoe | Sep 16, 2025 | DMXASF
Dear Investor, DMXASF’s NAV increased 2.7% in August, performing well in the context of a positive August full year reportingcycle for the portfolio. The broad market was also strong, with the ASX 200 Accumulation Index up 3.1%, whilesmaller companies outperformed,...
by Chris Steptoe | Aug 19, 2025 | DMXASF
Dear Investor, DMXASF’s NAV increased 3.6% in July, keeping pace with a strong broader market with the ASX 200 Accumulation Index up 2.4%, while smaller companies were stronger, with the ASX Emerging Companies Index up 3.9%. Commentary Once again, our key contributor...
by Chris Steptoe | Jul 16, 2025 | DMXASF
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...
