Investor Reports

Monash Absolute Investment Fund
Lonsec
SQM

Monthly Investor Reports

 

September 2017
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August 2017
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July 2017
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June 2017
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April 2017
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March 2017
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February 2017
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January 2017
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December 2016
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November 2016
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October 2016
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September 2016
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August 2016
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4 Year Anniversary Review
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July 2016
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June 2016
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April 2016
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March 2016
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February 2016
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January 2016
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December 2015
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November 2015
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October 2015
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September 2015
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August 2015
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July 2015
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Prior to July 2015 The Fund was an unregistered wholesale fund, Investor Reports from this period are available upon request to wholesale investors only

This information is issued by Monash Investors Pty Limited ABN 67 153 180 333 AFSL 417 201 (Monash Investors) as authorised representatives of Winston Capital Partners Pty Ltd ABN 29 159 382 813, AFSL 469 556 (“Winston Capital”) for the provision of general financial product advice in relation to the Monash Absolute Investment Fund ARSN 606 855 501 (“Fund”). Monash Investors is the investment manager of the Fund. The Trust Company (RE Services) Limited ABN 45 003 278 831, AFSL 235 150 (Perpetual) is the responsible entity of, and issuer of units in the Fund. The inception date of the Fund is 2nd July 2012.

The information provided in this document is general information only and does not constitute investment or other advice. The content of this document does not constitute an offer or solicitation to subscribe for units in the Fund. Monash Investors accepts no liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. Any investment decision in connection with the Fund should only be made based on the information contained in the disclosure document for the Fund.

Performance figures assume reinvestment of income. Past performance is not a reliable indicator of future performance. Comparisons are provided for information purposes only and are not a direct comparison against benchmarks or indices that have the same characteristics as the Fund.

 Monash Investors, Winston Capital and Perpetual do not guarantee repayment of capital or any particular rate of return from the Fund. Neither Monash Investors or Perpetual give any representation or warranty as to the reliability or accuracy of the information contained in this document. All opinions and estimates included in this document constitute judgements of Monash Investors as at the date of this document are subject to change without notice. Perpetual is not responsible for this information.

The Lonsec Rating (09/2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Monash Investors (Monash), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings

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