The Ascot fund produced a positive return in 2008 of +5.24% and has now produced an annualised return of +12.80% since inception in August 2005. The fund, which has recently received a new mandate of $10m from an Australian family office to take its FUM to over $60m, uses a combination of fundamental research, with technical overlays and long volatility options for timing and risk implementation, to invest in Australian equities.
1 year return: +2.3%. Annual (Aug.2005): +12.8%
ARCM is managed by Craig Connolly, with Tony Cooper and Peter Lucas from Melbourne and boasts an enviable risk record with 72% positive months and a maximum drawdown of -3.44%.
