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Designed to generate above average investment returns regardless of the prevailing market conditions.

how to invest icon


Investing in our fund is as easy as reviewing our PDS and completing an application to invest either online or in hardcopy form via our website.

who should invest icon


Those that are concerned with the impact of broader market volatility on their investment capital.

We earn our fees only from a performance fee and only if our funds outperform their benchmark (RBA Cash Rate).

Our Funds at a Glance

  • Focused on selecting high return / low risk opportunities arising from takeover and corporate activity
  • Proven track record of absolute returns and outperforming our benchmark (RBA cash rate) since inception
  • No mandate to be fully invested at all times meaning we can revert to the safety of cash when necessary

Performance as at 31 December 2018

1 Month3 MonthFinancial Year to Date1 YearAnnualised Return (since inception p.a.)
Absolute Return Fund1.27%0.53%1.21%13.30%9.57%
Absolute Plus Fund1.92%1.05%2.03%16.12%9.39%
Benchmark (RBA Cash Rate)0.13%0.38%0.75%1.50%2.04%

* Past performance is no indication of future performance. Investments may rise and fall in value and returns cannot be guaranteed. Returns are based on the mid-point of unit prices and are net of all fees and charges. Unless otherwise stated, all figures are in Australian dollars and include GST.

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