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| Fund Overview | The Fund may also invest in derivatives for hedging purposes. The portfolio of the Fund comprises primarily Investment Grade holding of 75% of the Fund's assets. Benchmark allocations are Australasia 50% to 100%, North America 0% to 50% and Europe 0% to 50%. Currency hedging may take place depending on benefits to the Fund. |
| Manager Comments | Since inception (October 2009) the Fund has recorded an annualised return of 21.62%, 92% positive months and, in line with fixed interest assets, a maximum draw-down of -1.23% as compared to the equity ASX 200 Accum Index maximum draw-down of -15.13%. The monthly Update notes that portfolio composition of the Fund has remained relatively unchanged for the month. Short dated loans have increased from around 10% at the end of February to 14% at the end of March. RMBS were 68% of the portfolio at month-end. |
| More Information | » View detailed profile of this fund |
