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| Latest Return Date | |
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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 February against a volatile global backdrop and an unsustainable rotation to low quality stocks at the expense of high quality stocks. The Fund's Beta managers, utilizing a range of long/short equity strategies, attributed -0.98% to returns for the month. Alpha managers also contributed negatively to performance, posting attribution of -1.47%. The view of NWQ remains that there exists further potential for destructive equity and bond market in the coming months and therefore the portfolio is overweight to the Alpha or market neutral strategies. Click below to read the latest Fund's Report. |
| More Information |
