Quarterly Newsletters

December 2020 Quarterly Newsletter

In this quarterly edition, we review performance and attribution. We comment on company results and annual general meetings held during the period. As new science transforms our lives we profile, CSL subsidiary and global vaccine manufacturer, Seqirus. From a technology perspective, we contrast global software giant SAP’s, overdue business transition to the cloud, with the journey TechnologyOne has been on since 2016. We discuss the business transition underway at leading electronic circuit board designer Altium. Through our Environmental, Social and Governance (ESG) lens, we highlight the apparent voting inconsistencies we observed during AGM season. Our 2020 ESG review looks at the importance of our company engagement program and why all our voting is conducted in-house. We close the quarter and year with our 2021 climate commitment.

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Monthly Updates

Wholesale Fund Monthly Update

Selector High Conviction Equity Fund Update

March 2021

The March 2021 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

March 2021

The March 2021 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.