| 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 | |
| Manager Comments | Notably over the last 12 months the Fund's up-capture ratio has been 0.85 with the down-capture ratio -0.74, while the Sharpe ratio has been 2.65 as compared to 1.64 for the ASX 200 Acc. The Manager notes that gains were wide spread across a number of stocks and that given commodity prices have fallen substantially over the past six months, they had been scouring the market for opportunities in mining and mining services companies. As expected there were a lot of companies with serious problems in this area but amongst the wreckage the Fund had found a few interesting opportunities. Unfortunately the panic was short-lived and some of the stocks the Fund had been trying to buy had already risen significantly off their lows. |
| More Information | » View detailed profile of this fund |
