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| Manager | |
| Fund Name | |
| Strategy | |
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| Latest Return | |
| Latest 6 Months | |
| Latest 12 Months | |
| Latest 24 Months (pa) | |
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| FUM (millions) | |
| Fund Overview | Our investment objectives are: 1) To minimise the risk of permanent capital loss 2) Generate a net return of 10% through the economic cycle An unconstrained, concentrated approach focused on superior risk-adjusted returns. The investment strategy: - targets long-term capital growth in a prudent manner, with an emphasis on capital preservation and low volatility in returns - aims to outperform in markets where equities are down - diversifies investments across asset classes and duration to reduce risk while maintaining relatively concentrated exposure to attractive investment opportunities - is an application of the Manager's investment process, that has no institutional constraints and is completely benchmark unaware |
| Manager Comments | Datt Capital noted that, while our social and economic environments have been greatly hamstrung by overzealous government curfews, they are positive that we have seen the worst of it. Datt Capital continue to find opportunities in the market and added that they will remain agile and disciplined in their asset allocation. The Fund's CRE debt portfolio continues to perform in line with Datt Capital's expectations. The Fund continues to benefit from the manager's focus on short duration, low LVR and double-digit yielding deals restricted to the core Australian cities. The Fund's equity portfolio also performed well in April. The Fund recently added Self Wealth to the portfolio, as well as some other new growth opportunities via placements. Datt Capital expect the portfolio to remain fluid in terms of exposures and individual positions going forward. |
| More Information |
