Tools & Resources

Fund Commentaries

Our fund commentaries provide detailed information regarding key holdings and the drivers of performance for our managed funds.

Simply Swipe to obtain further table informatin

  Monthly Quarterly
Nikko AM ARK Global Disruptive Innovation Fund PDF NA
Nikko AM Global Share Fund PDF NA
Nikko AM New Asia Fund PDF NA
Yarra Australian Bond Fund PDF NA
Yarra Australian Equities Fund PDF PDF
Yarra Australian Equities Fund (Direct)* PDF PDF
Yarra Australian Real Assets Securities Fund PDF PDF
Yarra Emerging Leaders Fund PDF PDF
Yarra Emerging Leaders Fund (Direct)* PDF PDF
Yarra Enhanced Income Fund PDF PDF
Yarra Enhanced Income Fund (Direct)* PDF PDF
Yarra Ex-20 Australian Equities Fund PDF PDF
Yarra Global Small Companies Fund PDF PDF
Yarra Growth Fund^ NA PDF
Yarra Higher Income Fund# PDF PDF
Yarra Income Plus Fund PDF PDF
Yarra Investment Fund*^ NA PDF
Yarra Leaders Fund*^ NA PDF

* This fund is no longer available for new investment
^ Commentaries published on a quarterly basis
# Effective 15 March 2022, the Yarra Absolute Credit Fund was re-named the Yarra Higher Income Fund