4 Aug 2014 - Fund Review: Optimal Australia Absolute Trust June 2014

AFM have released the most recently updated Fund Review on the Optimal Australia Absolute Trust.

CPD Points are now available for all AFM Fund Reviews. Read the review and answer 5 questions to earn half a point toward your continuing professional development.

We would like to highlight the following:

• Optimal Australia is a specialist Australian equity investment manager and the Fund has a long/short equity strategy typically with a low but variable net market exposure comprising 40 to 65 stocks broadly selected from within the ASX200.
• The Fund returned 0.63% in June with an annual return of 5.66%.
• The Fund's low risk profile is shown by 84% of monthly performances to date being positive with the largest drawdown of -1.38%.
• The Fund's Sharpe Ratio is 1.79 and Sortino ratio of 5.25 compared to the ASX200 Accumulation Index.
• The investment team comprising George Colman, Peter Whiting supported by Stephen Nicholls and Justin Hay have over 100 years combined experience in equity markets.

For further details on the Fund, please do not hesitate to contact us.

Sean Webster

Research and Database Manager
Australian Fund Monitors