December 2017

For the month of December 2017 Cadence Capital Limited returned a positive gross performance of 0.1% compared to an increase in the All Ordinaries Accumulation Index of 2.0%. For the past 12 months Cadence Capital Limited returned a positive gross performance of 23.3% outperforming the All Ordinaries Accumulation Index by 10.8%.

As at the 31st December 2017 the fund held 19.0% cash (81.0 invested).

Fund NTA

Fund Performance

CDM Share Price and Option Returns plus Dividends & Franking

Fully Franked Dividends Declared Since Listing

Historic Portfolio Exposure

Portfolio Sector Analysis

Top Portfolio Positions

Recent News Articles

At our recent Annual General Meeting shareholders were introduced to Charlie Gray, a new member of our Cadence Investment team. During the AGM Karl Siegling, Alan Crozier and Chris Garrard, portfolio managers of Cadence Capital Limited, gave an update on the Company’s performance, discussed six of the Company’s stock holdings and gave a brief outlook for 2018. To view our AGM webcast please visit Cadence Capital 2017 Annual General Meeting.

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Riding the Resources and Mining Services Tailwinds
  • The inter-relationship between commodity prices, resource and mining services company profits
  • The mining services cycle
  • Where we are in the cycle?
  • Examples of recent mining services investments:
    • Emeco Holdings (ASX: EHL)
    • Macmahon Holdings (ASX: MAH)
    • Boom Logistics (ASX: BOL)

Cadence Capital Limited (ASX: CDM) is one of Australia’s top performing Listed Investment Companies.