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February 2018

CVF News NTA Reports

Arowana CVF Monthly Newsletter and Net Tangible Asset Release

Gary Hui

As at 31 January 2018

In January, the Fund recorded +6.5% performance, net of all fees and charges vs the S&P/ASX Accumulation 200 Index return of -0.4%.

The top three contributors to performance were Afterpay Touch Group (APT.AU), Bellamy’s Australia (BAL.AU) and Weight Watchers International (WTW.US), collectively generating 6.4% of net performance.  Hedges made a small positive contribution.

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