Australia’s top 10 performing equity funds

The NextGen Resources Fund (the Fund) was launched on 17 September 2020 and in its first 12 months generated a return (post all fees and costs) of 51.67%. Cityview has now recognised this performance and rated the Fund as one of the top 10 performing Australian equities fund for the first nine months of 2021. We are pleased with this strong result, the outperformance against benchmark and comparison against other funds. The most pleasing aspect however is that the result was driven by a large group of stocks spread across a range of commodities and stages of development (i.e., explorers, developers and producers). This result validates the Fund’s investment approach, which focusses on the commodities needed for the clean-energy transition and uses the Lassonde Curve to maximise returns through a company’s development cycle. Furthermore, it highlights the ability of Acorn Capital’s experienced microcap team to maximise returns in a very large and technically challenging universe.

Click here to view the complete top 10 performing Australian equities funds.

About Cityview: Citywire is a London-based financial publishing and information group. It provides news, information and insight for professional advisers and investors globally. The company specialises in tracking the performance of fund managers.

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