| Report Date | |
| Manager | |
| Fund Name | |
| Strategy | |
| Latest Return Date | |
| Latest Return | |
| Latest 6 Months | |
| Latest 12 Months | |
| Latest 24 Months | |
| Annualised Since Inception | |
| Inception Date | |
| FUM (millions) | |
| Fund Overview | The Fund aims to produce positive returns irrespective of the direction of the share market. For each investment the manager considers the risk, the timeline of that risk occurring and then the potential return. Low transaction costs and liquidity are other important factors in the success and implementation of the strategies. |
| Manager Comments | All four underlying strategies were positive over the month, with Long/Short the best performer primarily due to a long position in mortgage provider RHG. The demerger of Newscorp and 21st Century Fox also led to good inter-market trading opportunities between US and Australian exchanges benefitting the Convergence strategy. |
| More Information | » View detailed profile of this fund |
