Fund Performance and Insights


Cachalia Capital Monthly Fund Commentary

The Cachalia Capital Investment team publishes a monthly fund commentary to be distributed to current and potential clients. These commentaries contain monthly portfolio analytics, general financial market data and key research insights.

  • Cachalia Capital Returns
  • 1 Year Return
  • 0.78%
  • 3 Year Annualized Return
  • 9.01%
  • 5 Year Annualized Return
  • 11.16%

Cachalia Capital ranks 2nd on a 5-year view versus comparatively larger and more mainstream asset managers in this space. Cachalia Capital competes very favourably, notwithstanding our significantly lower and limited resources relative to our competition.