| Report Date | |
| Manager | |
| Fund Name | |
| Strategy | |
| Latest Return Date | |
| Latest Return | |
| Latest 6 Months | |
| Latest 12 Months | |
| Latest 24 Months (pa) | |
| Annualised Since Inception | |
| Inception Date | |
| FUM (millions) | |
| Fund Overview | This is achieved through active allocations to a select number of liquid alternative managers that employ a variety of strategies. The Fund places emphasis on managers who demonstrate a rigorous and repeatable investment process that has delivered a strong track record. |
| Manager Comments | The Fund is a highly diversifying return source that is designed to outperform in periods of elevated market volatility. It is a blended portfolio of managers trading any combination of FX, equity, bond, and commodity markets. NWQ noted the market environment in January was favourable for managers adopting a systematic trading approach (+10.30% contribution to performance) while those managers adopting a discretionary approach found it more challenging (-2.51% contribution to performance). The Fund's currency and commodity positions were profitable in January. The profits in the commodity space were largely derived from the oil and natural gas markets. There were modest losses from the Fund's equity and fixed income positions. |
| More Information |
