by Chris Steptoe | Apr 23, 2026 | DMXASF
Dear Investor, DMXASF’s NAV declined 8.0% in March, adding to losses from February in a continued tough market environment. Investor sentiment has been weakened by uncertainty arising from the Middle East conflict and its ripple effect on global supply chains and...
by Chris Steptoe | Mar 15, 2026 | DMXASF
Dear Investor, DMXASF’s NAV decreased 4.0% in February in a market that continues to be very mixed. The ASX 200 Accumulation Index rose 4.1%, while the ASX Small Ordinaries fell 2.6%. Technology companies fell meaningfully as concerns around AI impacted investor...
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...
