INVESTMENT UPDATE

November 2017

For the month of November 2017 Cadence Capital Limited returned a positive gross performance of 5.1% compared to an increase in the All Ordinaries Accumulation Index of 1.9%. For the past 12 months Cadence Capital Limited returned a positive gross performance of 26.1% outperforming the All Ordinaries Accumulation Index by 11.3%.

As at the 30th November 2017 the fund held 14.7% cash (85.3 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

Karl Siegling was recently interviewed by The Constant Investor Cadence Capital – A dual-track approach’.

Karl also wrote an article for Livewire Markets ‘Macquarie Group (MQG) breaks $100’ and was quoted in the SMH article ‘Late rally propels ASX to another session of gains’.

We encourage you to visit the 52 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 our website.

 

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.