by Chris Steptoe | Feb 13, 2026 | DMXASF
Dear Investor, DMXASF’s NAV decreased 0.5% in January, in a mixed market environment with resources lifting the broader market, while industrials fell for the month. The ASX 200 Accumulation Index rose 1.8% while the resources-heavy ASX Emerging Companies Index...
by Chris Steptoe | Jan 14, 2026 | DMXASF
Dear Investor, DMXASF’s NAV increased 7.4% in December, in a mixed market environment with the ASX 200 Accumulation Index up just 1.3% but the ASX Emerging Companies Index performing strongly, up 10.1%. Commentary Key contributors once again include Verbrec, which...
by Chris Steptoe | Dec 14, 2025 | DMXASF
Dear Investor, DMXASF’s NAV decreased 1.4% in October, in a broadly weak market with the ASX 200 Accumulation Index down 2.7% and the ASX Emerging Companies Index down 1.3%. Commentary Key contributors included Verbrec which rose 26% on the back of its highly...
by Chris Steptoe | Nov 17, 2025 | DMXASF
Dear Investor, DMXASF’s NAV decreased 0.7% in October, in a fairly flat and mixed market with the ASX 200 Accumulation Index edging up 0.4% but the ASX Emerging Companies Index down 0.5%. For us, as well as the broader market, a period of consolidation following some...
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,...
