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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.

The Absolute Return Fund, our flagship fund, is a unique offering open to retail investors and perfect for those looking for an alternative investment that is truly uncorrelated to the broader market.

Those looking to protect their wealth from increases in market volatility who invest in the Absolute Return Fund 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

As at 31 October | Inception date: 1 July 2013

1 Month3 MonthsFinancial Year to Date1 YearAnnualised Return (since inception p.a)

Absolute Return Fund

4.56%6.44%0.22%1.45%9.23%

Benchmark (RBA Cash Rate)

0.13%0.38%0.50%1.54%2.19%

Excess Return

4.43%6.06%-0.28%-0.09%7.04%

* 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.

RECENT REPORTS