January 2018

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.

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