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| Strategy | |
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| Latest Return | |
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| Latest 24 Months | |
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| FUM (millions) | |
| Fund Overview | The Cor Capital Fund is a Multi- Asset Fund which combines a pre-determined strategic asset allocation with active but systemised rebalancing to generate returns and manage volatility whilst maintaining transparency and liquidity. The Fund strategy is not reliant on accurate market predictions, forecasts or timing for success. Returns are generated in a number of ways; 1) by maintaining sufficiently large positions in a diverse group of asset classes, 2) via the 'volatility harvesting' consequences of active rebalancing, and 3) from the offsetting behaviour of certain asset classes under specific conditions. The combined portfolio is expected to exhibit relatively low volatility and low turnover. In the interests of avoiding complexity, maintaining liquidity, and minimising reliance on third parties, the Fund strategy does not employ gearing, derivatives or short-selling. |
| Manager Comments | The equities (+2.0%) and gold (+3.0%) components of the portfolio were the major performance contributors for May. The ASX200 Accum Index was up only 0.40% with the difference resulting from the Fund's less concentrated equity portfolio. |
| More Information |
