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| Strategy | |
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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 | Fund returns were negative for January against the volatile global backdrop. The ASX200 Total Return Index fell -5.48%. The Fund's Beta managers utilised a range of long/short equity strategies, offered downside protection, contributing -1.03% for the month. The Alpha managers significantly outperformed the market, posting an attribution of -0.50%. NWQ's expects further potential for destructive equity and bond market volatility in the coming months. Therefore, the portfolio has an overweight allocation to Alpha, or market neutral strategies, to provide downside protection. Click below to read the latest Fund's Report. |
| More Information |
