INVESTMENT UPDATE
June 2018
INVESTMENT UPDATE
June 2018

For the 2018 financial year, Cadence Capital Limited returned a strong positive gross performance of 18.2% outperforming the All Ordinaries Accumulation Index by 4.5%. For the month of June 2018 Cadence Capital Limited returned a positive gross performance of 0.9% compared to an increase in the All Ordinaries Accumulation Index of 2.9%. As at the 30th June 2018 the fund is 80.2% invested (19.8% cash).

Cadence Capital Limited expects to release a record full-year profit in early August 2018.

Over the coming months we will be launching the Cadence Opportunities Fund (ASX:CDO) that follows Cadence Capital’s proven Fundamental and Technical research process whilst trading more actively within an established shorter term trend. Cadence Capital Limited (ASX:CDM) shareholders will be offered a priority allocation in the Initial Public Offering (IPO).

To register your interest for the upcoming IPO click here.

Fund NTA

Fund Performance


* Before Management and Performance Fees

CDM Share Price and Option Returns plus Dividends & Franking

Fully Franked Dividends Declared Since Listing

* Off market equal access buy back

Historic Portfolio Exposure

Portfolio Sector Analysis

 

Top Portfolio Position

Recent News Articles

Over the coming months we will be launching the Cadence Opportunities Fund (ASX:CDO) that follows Cadence Capital’s proven Fundamental and Technical research process whilst trading more actively within an established shorter term trend. Cadence Capital Limited (ASX:CDM) shareholders will be offered a priority allocation in the Initial Public Offering (IPO).

To register your interest for the upcoming IPO click here.

During the month Cadence’s 12-part Investing Series Article 7: Price to Earnings Growth (PEG) and Article 8: Cash flow – A critical measure featured on Livewire.

We encourage you to visit our 56 books you should read before buying your next stock page on our website.

To view all previous Cadence webcasts and press articles, please visit the Media Section of the website.

We welcome any of your friends or colleagues that you feel may benefit from our monthly Cadence Capital Limited Newsletter. Please click here to refer a friend by supplying their name and email address.

10 Books To Read Before Buying Your Next Stock

10 Books To Read Before Buying Your Next Stock

Funds management involves a lot of synthesis of information and reading. Over the years we all end up reading many investment books and refer to them from time to time.

The team at Cadence has compiled a list of books that have influenced our investment style, or helped provide insight into the investment process.

Whilst not an exhaustive list, the 10 titles contained in this eBook provide a good starting point for any interested investor.

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