Monthly Performance Update - Feb-26: A narrow led bounce

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The Alpha Plus Fund rose 2.31% in February, underperforming the S&P/ASX200, which was up -4.11%. It was a strong turnaround for the market following a sharp decline in January with mega‑cap Financials and Materials leading the way – unfortunately areas where the portfolio carries a more measured exposure. Sentiment rebounded strongly on the back of a strong reporting season for earnings, stabilizing macro data, and supportive global market conditions. However, stock moves were extreme as positioning and changing expectations saw unprecedented price movements – both up and down – throughout the month.

The Alpha Plus Fund rose 2.31% in February, underperforming the S&P/ASX200, which was up -4.11%. It was a strong turnaround for the market following a sharp decline in January with mega‑cap Financials and Materials leading the way – unfortunately areas where the portfolio carries a more measured exposure. Sentimentrebounded strongly on the back of a strong reporting season for earnings,stabilizing macro data, and supportive global market conditions. However, stockmoves were extreme as positioning and changing expectations saw unprecedentedprice movements – both up and down – throughout the month.

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