Funds Overview
DMX Capital Partners Limited
Investment ObjectiveDual objective to provide genuinely differentiated investment exposure to a difficult to access asset class, and generate strong absolute returns for investors over the medium to long term.
Strategic overview- Thematically diverse portfolio of (typically) 30-40 ASX-listed (and to a small degree, unlisted) smaller companies that have yet to be recognised by the market and therefore offer asymmetrical upside potential
- Primarily focused on sub-$100m market capitalisation companies
- Since inception in 2015, DMX Capital Partners has returned in excess of 20% pa post-fees, pre-tax. This has been achieved in ways that are often different from other funds or investments
Annualised return since inception
15.9%
since April 2015
25.60%
1 year1.6%
3 year14.5%
5 yearAvailability – Closed to New Investors
Unlisted public investment company structure. Closed to new investors but open to additional investment from existing investors
DMX Australian Shares Fund
Investment ObjectiveDual objective to provide genuinely differentiated investment exposure to a difficult to access asset class, and generate strong absolute returns for investors over the medium to long term.
Strategic overview- Thematically diverse portfolio of (typically) 30-40 ASX-listed (and to a small degree, NZX-listed, or unlisted) smaller companies that have yet to be recognised by the market and therefore offer asymmetrical upside potential
- Primarily focused on sub-$200m market capitalisation companies, but flexible to invest up the market capitalisation spectrum
- Targeting 50%+ overlap with the highly successful DMX Capital Partners Limited portfolio
Annualised return since inception
9.20%
since March 2021
24.53%
1 year3.74%
3 yearN/A
5 yearAvailability – Open
Unit Trust structure, open to investment from Wholesale Investors only