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INVESTOR MATERIALS
2026
July
Monthly portfolio update
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June
Monthly portfolio update
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May
Monthly portfolio update
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April
Montly portfolio update
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March
Monthly portfolio update
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February
Monthly portfolio update
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January
Monthly portfolio update
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2025
2024
DISCLOSURES
Past performance is not a reliable indicator of future performance. Returns are after applicable management and performance fees and assume distributions are reinvested. Individual investor outcomes may differ due to timing, cash flows, fees and tax circumstances. The investment objective is an objective only and is not guaranteed. This information is general information and does not consider an investor’s objectives, financial situation or needs. The offer is available only to eligible wholesale investors.
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For investors who think beyond the short term
We work with a limited number of investors seeking a concentrated approach to global investing.
© 2026 Swell Asset Management. All rights reserved.
Past performance is not indicative of future results.
The information in this website (the ‘Information’) has been prepared by Swell Asset Management ABN 16168141204 (‘Swell Asset Management’, ‘we’ or ‘us’) a Corporate Authorised Representative No. 465285 of Hughes Funds Management Pty Limited ABN 42167950236, who is a holder of an Australian Financial Services Licence AFSL No. 460572 and authorised to provide financial services to wholesale clients only.


