Friday, 28 June 2019

Jun 2019 Fund Update

Date 29-Jun-19
Shalom fund (inclusive of inflow/outflow) $545,545
YTD Fund inflow $1,000
YTD Fund outflow $0
Shalom fund YTD return (%) 6.22%
STI YTD return (%) 8.07%
Fund performance vs STI Index Underperform STI by 1.85%

Shalom Fund vs benchmark STI Index YTD performance










Fund ownership











Summary
Shalom fund return a YTD performance of 6.22% while the benchmark STI index YTD return is 8.07%. Shalom fund underperform STI index by 1.85% YTD.

Breakdown of the fund
75% on Index trading
25% on precious metal trading

Monday, 3 June 2019

May 2019 Fund update

Date 31-May-19
Shalom fund (inclusive of inflow/outflow) $508,533
YTD Fund inflow $0
YTD Fund outflow $0
Shalom fund YTD return (%) -0.80%
STI YTD return (%) 1.43%
Fund performance vs STI Index Underperform STI by 2.23%

Shalom fund vs STI YTD performance


Fund ownership (%)


Summary
Shalom fund return a YTD performance of -0.8% while the benchmark STI index YTD return is 1.43%. Shalom fund underperform the STI index by 2.23% YTD. Underperformance this month is partly contributed by weakness in precious metal trading. Overall, fund has closed in on performance vs benchmark STI index. STI index weakness this month is due to volatility in global market as a result of US-China trade war.

Breakdown of the fund
75% on Index Trading
25% on precious metal trading

Apr 2019 Fund Update

Date 30-Apr-19
Shalom fund (inclusive of inflow/outflow) $487,772
YTD Fund inflow $0
YTD Fund outflow $0
Shalom fund YTD return (%) -4.85%
STI YTD return (%) 10.64%
Fund performance vs STI Index Underperform STI by 15.49%


Shalom fund vs STI YTD performance



Fund ownership (%)


Summary
Shalom fund return a YTD performance of -4.85% while the benchmark STI index YTD return is 10.64%. Shalom fund underperform STI Index by 15.49% YTD. The underperformance of Shalom fund is partly due to weakness in precious metal price.

Breakdown of the fund
75% on Index trading
25% on precious metal trading