Oct 2023 Monthly Report

Dear Investor, DMXASF’s NAV decreased 4.5% for the month of October, broadly in-line with the market with the ASX 200 Total Return Index declining 3.8% and the ASX Emerging Companies Index down 4.6%. We’d been propped up in prior months by takeover activity within the...

Sept 2023 Monthly Report

Dear Investor, DMXASF’s NAV increased 1.6% for the month of September, ahead of the ASX 200 Total Return Index which declined 2.8%. The broad market continues to be weak, with the smaller company sector continuing to bear the brunt of the sell-off. Smaller companies...

Aug 2023 Monthly Report

Dear Investor,DMXASF’s NAV increased 0.3% for the month of August, slightly ahead of the ASX 200 Total Return Index which declined 0.7%. The smaller company sector hasn’t been able to maintain its July recovery momentum, with the Emerging Companies Index falling 4.3%...

July 2023 Monthly Report

Dear Investor,DMXASF’s NAV increased 8.6% during July, ahead of the ASX 200 Total Return Index which rose 2.9%. With many of our names having sold off in recent times and in particular with tax loss selling of losers into the 30th June financial year-end, July brought...

June 2023 Monthly Report

Dear Investor,DMXASF’s NAV increased 0.4% for June, in a mixed but generally strong market environment with the ASX 200Total Return Index rising 1.8%, and the ASX Emerging Companies Index recovering 2.4% after a big decline inMay. June marks the end of tax selling...

May 2023 Monthly Report

Dear Investor, DMXASF’s NAV declined 4.1% for the month of May, broadly in line with the declining market. The ASX 200 Total Return Index declined 3.3%, but the ASX Emerging Companies Index was down 6.4%. Smaller companies in particular continue to face selling...