June 2017

AAVOF Monthly Newsletter and Net Tangible Asset Release

CVF Reports

AAVOF Monthly Newsletter and Net Tangible Asset Release

In June, the fund recorded +2.8% net performance vs the S&P/ASX200 accumulation index return of
+0.2%.
The largest contributors to performance were Weight Watchers (WTW.US), Afterpay (APT.AU), a
new position in an international consumer products company we are building and Silver Chef
(SIV.AU).

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