| 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 Fund aims to produce positive returns irrespective of the direction of the share market. For each investment the manager considers the risk, the timeline of that risk occurring and then the potential return. Low transaction costs and liquidity are other important factors in the success and implementation of the strategies. |
| Manager Comments | It was the Option (+0.68%) and Convergence Trading (+0.14%) strategies that provided positive contribution to the portfolio. Positions in the banking sector were the dominant contributors. However the reverse of this banking prices actively impacted the Yield strategy (-0.53%) and become the largest detractor for the month. The Mergers and Acquisitions and Long/Short Trading strategies were flat for the month. Click below to read the latest monthly commentary and market outlook. |
| More Information |
