| 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 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 had positive attribution from both, the Beta and Alpha allocations as the market experienced its third consecutive month of strong returns. The portfolio's Beta managers utilised a range of long/short equity strategies and were able to benefit from profits in long exposures, attributing +0.61% for the month. Alpha managers performed strongly, attributing +2.34%. The Fund currently has an overweight allocation to the Alpha and/or market neutral strategies, positioned to provide downside protection from further equity and bond market volatility. Click below to read the latest Fund's Report. |
| More Information |
