Thursday, July 26, 2018

5 best and worst performing equity funds of FY2018-Morningstar

Morningstar has recently written a piece on the best and worst performing equity funds of FY 2018.

Not much explanation required here.
What is interesting is the large disparity between the best and worst funds.

NOTE.  PPCP's Dynamic Market Long Fund has returned 26.54% (before fees) over the same period, putting it up with the best returning Large Cap funds.

Monday, July 16, 2018

Delivering Both Performance and Preservation

PPCP process aims to deliver both Performance and Preservation.

More specifically, PPCP aims to deliver:
  • most of the upside Performance during positive markets; and
  • less of the downside returns in negative markets to achieve some Preservation of investors' capital. 
The attached PPCP Insight analyses the monthly returns since inception of the Australian Dynamic Market Long Fund (ML Fund) to show how PPCP has been able to achieve Both Performance and Preservation for its investors.

Sunday, July 1, 2018

PPCP Performance to 30 June 2018

Released 2 July 2018

Hi Attached are PPCP's 1 year fund performance to 30 June 2018. We are currently raising capital in the Australian Dynamic Market Long Fund.

PPCP Performance to 30 June 2018


All the best
Leo