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23 Feb 2011 - Performance Report: Merricks Capital Multi-Strategy Fund

By: Australian Fund Monitors
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Report Date22 February 2011
ManagerMerricks Capital
Fund NameMerricks Capital Multi-Strategy Fund
StrategyMulti Strategy
Latest Return DateJanuary 2011
Latest Return0.70%
Latest 6 Months15.18%
Latest 12 Months12.55%
Latest 24 Months20.86%
Annualised Since Inception7.90%
Inception Date01 January 2008
FUM (millions)AU$35
Fund OverviewMerrick aims to generate absolute returns through a combination of equity based investment strategies primarily in Australia and Asia.

The fund uses a top down/bottom up approach to generate absolute returns two underlying strategies:

1. Long Short Equities
2. Event Driven.

The primary focus is on the industrial sectors in Asia, focused on Hong Kong, Japan and Australia. Prior to December 2010 the fund also included exposure to the Soft Commodity sector. This is now available as a standalone fund and strategy.
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More Information» View detailed profile of this fund

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