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| 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 earnings season proved difficult for some of the Fund's long managers. This earnings volatility stabilised by month-end and these same positions began to rise following buying interest into the new month. The Beta managers attributed +0.01% for the month, avoiding the market downside. However, the Alpha managers were impacted more heavily by the reporting season, contributing -1.46% for the month. The Fund remains overweight to the Alpha or market neutral strategies to protect again future equity and bond market volatility. Click below to read the latest Fund's Report. |
| More Information |
