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The Absolute Return Fund

We utilise our 50 years combined investment experience to expertly determine the most favorable time to allocate capital, and equally, to judge when an investment opportunity’s potential return outweighs the risk involved.

THE PORTFOLIO

We are specialists in investments within the ‘event’ space. Our strategy focuses selectively on takeover and corporate activity to create a highly attractive investment and non-market dependent returns.

Those looking to protect their wealth from increases in market volatility may benefit from:

  • Returns that are not based on a directional bias. Our investment decisions are made independent of speculations on market direction.
  • Definable and rigid risk controls. This mitigates the likelihood of broad-based market events affecting your investment.
  • No requirement to be fully or even partially invested at all times, meaning we can wait for opportunities to present themselves before placing your capital at risk. If we are invested in a position, we fully believe that it is a great opportunity.

PERFORMANCE SUMMARY

Absolute Return Fund as at 31 May 2017 | Inception date: 1 July 2013

1 Month 3 Months Financial Year to Date 1 Year Annualised Return (since inception p.a)
Absolute Return Fund - Net Return 4.10% 2.73% 2.62% 2.62% 9.97%
Benchmark (RBA Cash Rate) 0.13% 0.38% 1.63% 1.63% 2.24%
Excess 3.97% 2.35% 0.99% 0.99% 7.73%

* 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.

RECENT REPORTS

Monthly report – May 2017

Monthly report – April 2017

quarterly report – March 2017