| 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 | There was a high degree of dispersion in the performance of the Fund's underlying managers in February. The Fund's Alpha managers combined to make a modest contribution to performance (+0.12%). However, the Fund's overall performance was weighed down by the performance of the Beta managers combined, to post a negative contribution of -0.41%. It remains the view of NWQ that there exists 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 |
