1 Month Return

-2.9%

1 Year Return

-10.9%

3 Year Return

9.4%

Total Return

62.3%

Strategy
Description

PGF is a global long-short strategy. In respect of both the long and short side of the portfolio we look at business fundamentals and a catalyst to highlight those fundamentals. The fund is managed to preserve investors capital by mitigating drawdowns via active tactical short selling.
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Fund Performance

VALUE OF $100K INVESTED SINCE INCEPTION
PGF Performance April 2022 PGF Performance April 2022
Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD FYTD
2022 3.9% -4.1% -3.6% -2.9% - - - - - - - - -6.8% -7.1%
2021 8.0% 2.0% 6.9% 4.9% -0.4% -3.6% 0.9% 1.2% 1.7% 0.5% -5.9% 1.6% 18.2% 31.0%
2020 -4.9% -2.3% -3.9% 3.6% 2.4% -0.2% -1.3% 0.0% -1.1% 0.1% 5.5% 7.1% 4.4% 5.0%
2019 4.3% 2.1% 6.8% 0.1% 1.5% 1.0% 1.6% 1.7% 4.5% -0.8% 4.0% -0.4% 29.7% 22.6%
2018 - - - 0.5% 1.6% 1.5% 3.7% 1.4% 1.0% -2.4% 2.7% -1.3% 8.8% 3.6%
Since Inception (p.a.) 12.6%
Since Inception (cumulative) 62.3%

Fund Features

Our objective is to preserve capital and generate absolute double digit annual returns uncorrelated to any index.

The Progressive Global Fund is a multi-strategy equity fund, investing predominantly in large and small cap companies listed on developed global markets. The fund aims to diversify the portfolio evenly across three distinct strategies: fundamental investments; catalyst driven opportunities; and domestic high growth investments.

Minimum Investment: AUD$100,000 Main Class, AUD$1MM Founders Series

Progressive Global Fund – April 2022

The Progressive Global Fund Positioning & Portfolio…

Progressive Global Fund – March 2022

The Progressive Global Fund Positioning & Portfolio…

Progressive Global Fund – February 2022

The Progressive Global Fund February 2022…

Progressive Global Fund – January 2022

The Progressive Global Fund January 2022…

Progressive Global Fund – December 2021

  The Progressive Global Fund (PGF) returned 1.6% for the…

Progressive Global Fund – November 2021

The Progressive Global Fund November 2021…

Progressive Global Fund – October 2021

The Progressive Global Fund (PGF) returned 0.5% net of all…

Progressive Global Fund – September 2021

The Progressive Global Fund (PGF) returned 1.7% net of all…

Progressive Global Fund – August 2021

Returns of 1.2% net of all fees for the month…

Progressive Global Fund – July 2021

Returns of 0.9% net of all fees for the month…

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