INVESTMENT REPORTS

MONTHLY REPORTS

Flinders Monthly 31.08.24

Monthly Report 31.07.24

Monthly Report 31.05.24

Monthly Report 30.04.24

Monthly Report 29.02.24

Monthly Report 31.01.24

Monthly Report 30.11.23

Monthly Report 31.10.23

Monthly Report 31.08.23

Monthly Report 31.07.23

Monthly Report 31.05.23

Monthly Report 30.04.23

Monthly Report 28.02.23

Monthly Report 31.01.23

Monthly Report 30.11.22

Monthly Report 31.10.22

Monthly Report 31.08.22

Monthly Report 31.07.22

Monthly Report 31.05.22

Monthly Report 30.04.22

Monthly Report 28.02.22

Monthly Report 31.01.22

Monthly Report 30.11.21

Monthly Report 31.10.21

Monthly Report 31.08.21

Monthly Report 31.07.21

Monthly Report 31.05.21

Monthly Report 30.04.21

Monthly Report 28.02.21

Monthly Report 31.01.21

Monthly Report 30.11.20

Monthly Report 31.10.20

Monthly Report 31.08.20

Monthly Report 31.07.20

Monthly Report 31.05.20

Monthly Report 30.04.20

Monthly Report 29.02.20

Monthly Report 31.01.20

Monthly Report 30.11.19

Monthly Report 31.10.19

Monthly Report 31.08.19

Monthly Report 31.07.19

Monthly Report 31.05.19

Monthly Report 30.04.19

Monthly Report 28.02.19

Monthly Report 31.01.19

Monthly Report 30.11.18

Monthly Report 31.10.18

Monthly Report 31.08.18

Monthly Report 31.07.18

Monthly Report 31.05.18

Monthly Report 30.04.18

Monthly Report 28.02.18

Monthly Report 31.01.18

Monthly Report 30.11.17

Monthly Report 31.10.17

Monthly Report 31.08.17

Monthly Report 31.07.17

Monthly Report 31.05.17

Monthly Report 30.04.17

Monthly Report 28.02.17

Monthly Report 31.01.17

Monthly Report 30.11.16

Monthly Report 31.10.16

Monthly Report 31.08.16

Monthly Report 31.07.16

NEWS AND ANNOUNCEMENTS

Stay up to date with the latest announcements, media releases and news about Flinders

Flinders Emerging Companies Fund - Annual Report - 30 June 2024
Important Notice
September 2024
MIT Notice - 30 June 2024
Important Notice
July 2024
Flinders Emerging Companies Fund - Removal from mFund service
Important Notice
June 2024
MIT Notice - 31 December 2023
Important Notice
December 2023
Small-cap shares set to soar, Financial Standard
News
November 2023
Flinders Emerging Companies Fund - Annual Report - 30 June 2023
Important Notice
September 2023
MIT Notice - 30 June 2023
Important Notice
July 2023
MIT Notice - 31 December 2022
Important Notice
January 2023
Flinders Emerging Companies Fund - Annual Report - 30 June 2022
Important Notice
September 2022
MIT Notice - 30 June 2022
Important Notice
July 2022
Update to Investment Guidelines
Important Notice
May 2022
Flinders discuss Early Pay (ASX: EPY) on Talk Ya Book
Andrew Mouchacca
May 2022
Zenith maintains "Recommended" rating for the Flinders Emerging Companies Fund
News
February 2022
MIT Notice - 31 December 2021
Important Notice
January 2022
mFund Notice - Change of Registry – ASX Codes: FEC01
Important Notice
November 2021
Lonsec maintains "Recommended" rating for the Flinders Emerging Companies Fund
News
October 2021
Flinders Emerging Companies Fund - Annual Report - 30 June 2021
Important Notice
September 2021
Flinders discuss Syrah Resources (ASX: SYR) on Talk Ya Book
Andrew Mouchacca
August 2021
MIT Notice - 30 June 2021
Important Notice
July 2021
Flinders Emerging Companies Fund - Change of Responsible Entity
Important Notice
February 2021
MIT Notice - 31 December 2020
Important Notice
January 2021
Flinders New Strategic Partnership with Warakirri
Financial Standard
June 2020
Warakirri Asset Management partners with Flinders Investment Partners
Media Release
June 2020
Flinders Emerging Companies Fund chosen by Mercer and Evidentia
Money Management
January 2020
Flinders discuss Quickstep Holdings (QHL) on Talk Ya Book
Andrew Mouchacca
November 2019
CCZ Interview on Flinders' Approach to Small Caps
Andrew Mouchacca
July 2019
Finance News Network Fund Manager Event - Presentation on Flinders' Approach to Small Caps
Richard Macdougall
April 2019
Finance News Network Interview on Flinders' Approach to Small Caps
Richard Macdougall
April 2019
Finance News Network Interview on Flinders' Approach to Small Caps (Interprac Conference)
Richard Macdougall
March 2019
Interview on Financial Standard, talking the Flinders Emerging Companies Fund
Andrew Mouchacca
November 2018
Advisers Big Day Out Roadshow, Hunting for Alpha
Richard Macdougall
October 2018
Interview on Switzer TV, talking Small Companies
Andrew Mouchacca
August 2016
Flinders fund added to Macquarie Wrap
Financial Standard
July 2016
Flinders Investment Partners: Investing approach
YouTube
June 2016
Tucker to unveil emerging companies fund under Westoz banner
Australian Financial Review
July 2015
Westoz Investment Management Announces New Partnership with Flinders Investment Partners
Media Release
July 2015

RESEARCH RATINGS

Flinders Emerging Companies Fund has been assessed and rated by the following independent research firms.

Rated September 2024

Rated February 2024

For more information on fund ratings, please contact us.

 

Please note that report details can only be given to organisations with an Australian Financial Services License, or their Authorised Representatives.

 

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned ETL0449AU February 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

The rating issued September 2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.