Archives

The Fund returned -0.12% for April, disappointing on the surface compared to broad market indices but not surprising and indeed somewhat encouraging in a period when global momentum as an [...]

The Fund returned -0.36% for March in a month which saw mostly sideways action for most of our markets, especially when compared to the stronger returns in January and February.  Our portfolio [...]

The Fund returned +3.26% return for February, pleasing considering that our portfolio is still in the re-setting phase after being largely invested in cash until mid-January.  During this period [...]

Strength gradually return to most of our markets during January such that by the second week of the month an increasing number of new and resuming trends were being identified.  Our positive but [...]

The Dual Momentum Fund is very proud to announce that for the 5 years to the end of December 2018 Morningstar rated our Fund with the top performance in its category with an annualised return of [...]

The Fund’s return of -0.47% for December held up well against our major markets which as a group returned -7.78% on a market-cap weighted basis.  Continued market weakness with only a few new [...]

Despite our high cash balances going into November, the Fund reported a small loss of -0.93% for the month, more than half of which resulted from sharp single day falls in just two of our [...]

The broad and sharp deterioration which commenced early in October saw our strategy’s capital protection elements come fully into play.  By month end all of our markets had been closed to new [...]

After some periods of pretty volatile action in both stocks and currencies the Fund returned -1.64% for September, bringing returns since inception to a still very healthy +98.64% or +13.96% per [...]

August saw a prompt resumption of positive returns with the Fund adding +6.76% for the month, taking returns since inception to a very pleasing +101.96% or +14.56% per annum. Global returns [...]