SUMMARY
The Fund returned 7.2% over the month of September and is now up 107.8% over the last 12 months.
- Greatland Gold rose 33% after consolidating its Havieron asset and acquiring Telfer, with plans to relist in Australia.
- Clarity Pharmaceutical gained 16% from positive prostate cancer study results showing significant PSA declines.
- IperionX rose 17% after securing a Ford contract for titanium components, boosting its commercial potential.
Fund Manager James McDonald recently provided a portfolio update and insights from the reporting season, which is available below for your review. CPD points are applicable for Australian Financial Planners HERE.