| 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's Beta managers, which utilise a range of long/short equity strategies made a positive contribution to gross performance of +0.06%. The Fund's overall performance was bolstered by the performance of the Alpha managers who combined to contribute +1.04% in January. At the aggregate level, of the nine managers that comprise the Fund, seven delivered positive returns. It remains the view of NWQ that there exists the further potential for destructive equity and bond market volatility in the coming months and therefore, the portfolio continues to remain overweight to the Alpha or market neutral strategies. |
| More Information |
