Mar 2024 Monthly Report

Dear Investor,DMXASF’s NAV increased 1.8% for the month of March, lagging the ASX 200 Total Return Index which rose 3.3%, as well as the ASX Emerging Companies Index which extended its recent bounce, up 5.8% for the month.CommentaryAs has been the case for the past...

Feb 2024 Monthly Report

Dear Investor, DMXASF’s NAV increased 1.9% for the month of February, adding to its recent recovery and slightly ahead of the broader market with the ASX 200 Total Return Index up 0.8%, but failing to keep pace with the ASX Emerging Companies Index which reversed its...

Jan 2024 Monthly Report

Dear Investor,DMXASF’s NAV increased 2.7% for the month of December, continuing its recent recovery and ahead of the broader market which itself was very mixed with the ASX 200 Total Return Index up 1.2%, but the ASX Emerging Companies Index falling...

Dec 2023 Monthly Report

Dear Investor, DMXASF’s NAV increased 1.4% for the month of December, building on November’s recovery but lagging a very strong broad market with the ASX 200 Total Return Index up 7.3% and the ASX Emerging Companies Index up 6.3%.CommentaryThe portfolio was impacted...

Nov 2023 Monthly Report

Dear Investor, DMXASF’s NAV increased 3.5% for the month of November, recovering most of October’s decline, and lagging very slightly the broader market with the ASX 200 Total Return Index up 5% and the ASX Emerging Companies Index up 3.7%.CommentaryWhile moving...

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...