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...
by Chris Steptoe | Apr 15, 2025 | DMXASF
Dear Investor, DMXASF’s NAV declined 4.2% in a quiet month for the portfolio, but continued volatility and increasing uncertainty being priced into equities globally. The market was down across the board, with the ASX 200 Accumulation Index down 3.4% and the ASX...
by Chris Steptoe | Mar 17, 2025 | DMXASF
Dear Investor, DMXASF’s NAV declined 2.2% in what was a challenging February with both positive and negative surprises, and against a backdrop of a declining market. The ASX Emerging Companies Index fell similarly, down 2.0%, while the ASX 200 Accumulation Index...
