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| Manager | |
| Fund Name | |
| Strategy | |
| Latest Return Date | |
| Latest Return | |
| Latest 6 Months | |
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| Latest 24 Months | |
| Annualised Since Inception | |
| Inception Date | |
| FUM (millions) | |
| Fund Overview | The Fund's investment strategy seeks to identify low-risk entry opportunities and then build positions in these stocks. Once established in the portfolio, individual stock holdings are maintained for as long as their long-term upward trend remains intact and while they continue to make positive contributions to portfolio growth. Positions are reduced and ultimately closed out as their trends become exhausted or as their relative long-term performance against the broad market weakens. The Fund believes that longer time frame investments also provide a number of advantages. The effect of false signals and 'noise' which attend shorter term time frames is mitigated by only attending to signals which are confirmed by our longer term assessments. Also, the Fund gains exposure to the more expansive price trends which can last for months and years, allowing dividends and distributions received during this time to further enhance portfolio returns. |
| Manager Comments | Number of new investment opportunities arose in July, allowing the Fund to reallocate the cash previously generated, such that the fund is fully invested at month end. Almost all of this new investment is in stocks which lie outside the ASX200. The largest sector increases in the fund were in the Consumer Discretionary, Consumer Staples and Information Technology sectors. The Fund's rolling 3 month (May to July 2015) return was +2.07% compared to the markets' -0.82%. Click below to read the latest Fund Manager's commentary on the Fund. |
| More Information |
