| 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 were solid contributions to the overall Fund performance from both the Alpha and Beta managers. The Beta managers benefited from the continued strength of the broader equity market, while the Alpha managers benefited from higher levels of dispersion both within and across sectors. Overall, seven of the eleven underlying managers comprising the Fund delivered positive returns. The Fund is a diversified multi manager portfolio comprising 11 managers in total, 6 Alpha managers and 5 Beta managers. The objective of the Fund is to produce attractive positive returns irrespective of market direction. The Fund places emphasis on managers who demonstrate a rigorous and repeatable investment process that has delivered a strong track record. |
| More Information |
