For the month of May 2018 Cadence Capital Limited returned a positive gross performance of 1.8% compared to an increase in the All Ordinaries Accumulation Index of 1.4%. For the current financial year, Cadence Capital Limited has returned a positive gross performance of 17.1% outperforming the All Ordinaries Accumulation Index by 6.6%.
As at the 31st May 2018 the fund is 72.4% invested (27.6% cash).
CDM Share Price and Option Returns plus Dividends & Franking
Fully Franked Dividends Declared Since Listing
Historic Portfolio Exposure
Portfolio Sector Analysis
Top Portfolio Position
Recent News Articles
Please view our March 2018 Cadence Capital Limited Quarterly Webcast detailing the stocks that have performed well during this period, and then discussing two stocks in our portfolio, Noni B (ASX: NBL) and Shine Corporation (ASX: SHJ). In the webcast, Karl Siegling also announces the plan of launching a new Listed Investment Company called the Cadence Opportunities Fund in the new financial year.
Cadence’s 12-part Investing Series Article 4: How useful is fundamental analysis?, Article 5: Five traps in using the PE metric and Article 6: Five traps in using the Dividend Yield featured on Livewire.
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- 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.