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HARVEST LANE ASSET MANAGEMENTAt Harvest Lane, our differentiating objective is to generate
positive returns on capital, regardless of prevailing economic and
financial market conditions.
THE ABSOLUTE RETURN FUND
Designed to generate above average investment returns regardless of the prevailing market conditions.
HOW TO INVEST
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
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 30 September 2021
1 Month | 3 Months | Financial Year to Date | 1 Year | Annualised Return (since inception p.a)^ |
|
Absolute Return Fund | 0.33% | 4.78% | 4.78% | 27.96% | 8.31% |
Absolute Plus Fund | 0.53% | 6.16% | 38.41% | 39.25% | 8.58% |
Benchmark (RBA Cash Rate) | 0.01% | 0.03% | 0.03% | 0.11% | 1.55% |
^ The Absolute Return Fund has an inception date of 1 July 2013. The Absolute Plus Fund has an inception date of 1 September 2016. As a result of the differing periods of operation, the RBA Cash Rate (which both Funds are benchmarked against) will have differing annualised returns. The annualised return shown above is compared against the Absolute Return Fund.
* 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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