| 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 portfolio strategies were positive with the exception of Options at -0.05%. For the best two performing strategies the manager comments that 'Long/Short (+0.8%) performed well despite mostly comprising of long positions in the small to mid cap space.' and for the Acquisition strategy 'January proved to be a very quiet time for Mergers and Acquisitions (+0.6%) except for Dexus Property declaring its bid for Commonwealth Property Office Fund unconditional. We expect this year will provide a raft of new deals across the market capitalisation spectrum as companies seek to create value, and extract synergies via mergers and takeovers.' |
| More Information | » View detailed profile of this fund |
