May 2024 Monthly Report

Dear Investor, DMXASF’s NAV was fairly flat for May, up 0.3%, in a slightly positive broad market with the ASX 200 Total Return Index up 0.9% and the ASX Emerging Companies Index up 0.6%.CommentaryWe suffered a few material declines this month, including Field...

Apr 2024 Monthly Report

Dear Investor, DMXASF’s NAV increased 0.5% for the month of April, against a mixed broader market with larger companies declining (the ASX 200 Total Return Index down 2.9%) while smaller companies were strong (the ASX Emerging Companies Index up...

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...