| Report Date | 03 March 2014 |
| Manager | Intelligent Investor |
| Fund Name | Intelligent Investor Value Fund |
| Strategy | Equity Long |
| Latest Return Date | January 2014 |
| Latest Return | 1.05% |
| Latest 6 Months | 10.04% |
| Latest 12 Months | 37.69% |
| Latest 24 Months | 88.30% |
| Annualised Since Inception | 14.85% |
| Inception Date | 17 October 2009 |
| FUM (millions) | AU$48.9 |
| Fund Overview | Intelligent Investor Funds Management places no emphasis on predicting short-term price movements or the direction of markets. The focus is on valuing securities and attempting to buy them for substantially less than their underlying value. The Intelligent Investor approach is to be patient, selective and only invest in opportunities where the gap between its estimate of value and the current security price is significant enough to compensate for the large degree of uncertainty inherent in valuing any security. |
| Manager Comments | Intelligent Investor Value Fund managed the poor equity market of January with a return of 1.05% (Index -3.03%). For the year the Fund recorded a very strong 37.69% (Index 10.98%) with the total return over the 24 months to January 2014 of 88.30% (37.22% annualised).
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| More Information | » View detailed profile of this fund |
