CADRE TACTICAL OPPORTUNITIES FUND SEPTEMBER 2025 QUARTERLY UPDATE
The fund had a satisfactory September quarter, bouncing off what was a disappointing June quarter. Since our last detailed update in March, the portfolio has continued to display solid performance. Internal estimates indicate returns slightly above 12% p.a. after all fees and expenses since inception almost 3 years ago, up until September 30, 2025. After…
CADRE TACTICAL OPPORTUNITIES FUND JUNE 2025 QUARTERLY UPDATE
Apologies for the lack of updates after the March quarter performance report. We had to rebalance for some redemptions in the period post June 30. In fairness to the investors we were therefore reluctant to disclose holdings as at that date. Our plans for this product were to keep the fixed administration costs to a…
ASSURANCE CAPITAL PTY LTD FY23 PERFORMANCE UPDATE
Assurance Capital 1st July 2021 commenced joint investment made from Simon Evans and Steve Green and collaboration of investment decision making. Performance returns are shown as the movement in the after-tax NTA value along with the dividends received. The after-tax NTA value is after tax that would be payable if all investments were immediately sold.…
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Assurance Capital Pty Ltd 