Saturday, May 30, 2009

April 2009 Performance Report



Now all the unlisted fund returns are in for April I can present the final performance numbers. Australian Large Cap stocks, mainly via the CFS Geared Share Fund, provided the largest returns in dollar terms while private equity mainly due to Allco Equity Partners (AEP.AX), IPE.AX, and Leucadia had very high percentage returns. The rise in the Australian Dollar over the month from 69 U.S. Cents to 73 U.S. cents caused exchange rate losses in AUD terms and exchange rate gains in USD terms.

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