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,...
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
