News and Announcements
Avenir Capital September 2016 Quarterly Investor Update: +13.5%
- Published November 03, 2016 12:52PM UTC
- Publisher Wholesale Investor
- Categories Company Updates
28th October 2016
The Avenir Value Fund (the “Fund”) increased 13.5% in the September 2016 quarter, gained 13.1% in the calendar year-to-date and has returned 90.8%, net of fees and expenses, since the Fund’s inception in August 2011. By comparison, the ASX All Ordinaries increased 5.3% in the quarter, 6.9% year-to-date and 52.6% since the Fund’s inception. The MSCI World Total Return index returned 7.5% for the quarter and 44.3% since the Fund’s inception. The quarter marked the 5-year anniversary of Avenir’s inception.
During that time we have done some things very well and some things that we could have done better. We have worked continuously to refine our process as part of the never ending quest to reduce risk and improve performance. What has not changed during our five years, however, is our steadfast belief in the value of investing with a value oriented mindset.
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