| 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 manager's investment approach is premised on the belief that fundamental factors (such as earnings, cash flow and profit growth) affect stock prices, but that the adoption of quantitative techniques (i.e. computer based models) provides an advantage in assimilating and analysing this information, and building an efficient portfolio. The Fund's portfolio is constructed to be 'Market Neutral' i.e. it aims to have little or no overall exposure to movements in the equity market. The aim of low exposure to market movements is to enhance the consistency of the portfolio's performance and to provide diversification from other market oriented investments. |
| Manager Comments | The Fund Commentary highlights the Manager's strategies 'The return to company underlying fundamentals that we saw in February continued to drive fund performance over March with positive contributions from our Earnings Revisions, Value, Quality, and Momentum factors. Following the lead set during reporting season, Earnings Revisions continued to drive share prices as the market extended its outlook past FY1 earnings through into FY3 earnings.' |
| More Information | » View detailed profile of this fund |
