January 2018

Arowana CVF Monthly Newsletter and Net Tangible Asset Release

CVF Reports

Arowana CVF Monthly Newsletter and Net Tangible Asset Release

As at 31 December 2017

In December, the Fund recorded +0.1% net performance vs the S&P/ASX200 accumulation index return of 1.8%. Top contributors for the month were Afterpay Touch Group (APT.AU) and Elders (ELD.AU). Our largest detractors were Silver Chef (SIV.AU) and Bellamy’s Australia (BAL.AU). A strong Australian Dollar also stripped 87bps from performance during the month.

Read the article