| 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 | All of the Fund's eleven underlying managers delivered positive returns in September, which NWQ see as particularly pleasing given the falling prices in the broader equity market. The Fund's Alpha managers (70% of the portfolio) contributed +1.69% and its Beta managers (25% of the portfolio) contributed +0.95% to performance over the month. NWQ note that despite the relatively benign performance of the equity market during September, the dispersion of stock returns both within and across sectors has started to pick up. NWQ expect this to continue and have positioned the portfolio accordingly. |
| More Information |
