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| Strategy | |
| Latest Return Date | |
| Latest Return | |
| Latest 6 Months | |
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| Fund Overview | The Fund aims to produce returns, after management fees and expenses of between 8% to 11% p.a. over rolling five-year periods. Furthermore, the Fund aims to achieve these returns with volatility that is a fraction of the Australian equity market, in order to smooth returns for investors. |
| Manager Comments | The Fund's Beta managers, utilised a range of long/short equity strategies, performed in line with the positive local market and attributed +0.48%. Meanwhile, the Alpha managers contributed +1.93% in December. The NWQ believes that there exists further potential for destructive equity and bond market volatility in the coming months. Accordingly, the portfolio has an over weight allocation to the Alpha, market neutral strategies. The Fund sees this positioning as offering superior downside protection over conventional multi-asset strategies that are vulnerable to both bond and equity market drawdown risks. Click below to read the latest Fund's Report. |
| More Information |
