Quarterly Newsletters

September 2020 Quarterly Newsletter

In this quarterly edition, we review performance and attribution. We discuss company results from the August 2020 reporting season. We also turn our attention to what in our view, has and has not changed for Selector during this unusual period. We comment on the importance of data, an ESG elephant in the room and corporate reporting creep. To finish off, we review some of our favourite COVID reads.

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Monthly Updates

Wholesale Fund Monthly Update

Selector High Conviction Equity Fund Update

October 2020

The October 2020 High Conviction Monthly Update reviews the composition, performance and attribution for the month.

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Retail Fund Monthly Update

Selector Australian Equities Fund Update

October 2020

The October 2020 Selector Australian Equities Fund* Monthly Update reviews the composition, performance and attribution for the month.

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* The Selector Australian Equities Fund is distributed by DDH Graham (ABN: 28 010 639 219 | AFSL: 226319) who is the Responsible Entity and Administrator for this fund.