About the Fund
The Fund provides diversified exposure to securities across global equity markets. The Fund is intended to be suitable for investors seeking to invest for at least five years, with a preference for capital growth and some income over the long term. Leverage may be employed to take advantage of investment opportunities in the market. As such, at times the Fund may experience periods of high volatility.
A concentrated portfolio of typically between 20-50 stocks predominantly invested outside of Australia enabling investors to diversify Australian centric portfolios.
Uses in-depth fundamental research and a customised screening process to identify investment opportunities.
The investment team has significant experience and a successful history in managing long short funds.
Strategy Performance
Performance Table
Performance as at 31 March 2025 (Nil Fees)
| 1M | 3M | 1YR | 2YR (p.a) | 5YR (p.a) | 10YR (p.a) | SI (p.a) | |
|---|---|---|---|---|---|---|---|
| Fund | -4.4% | 0.5% | 17.2% | 21% | - | - | 21.9% |
Past performance is not a reliable indicator of future performance.
Source: Fidante. Returns are based on zero-fee class F and assume distributions have been reinvested. Investment is restricted for this class. No allowance is made for tax when calculating these figures.
**Returns include 4 days in Oct 2022 where the portfolio was still being established. Inception date: 26 Oct 2022. Performance is shown for information purposes only to provide a longer term view of the strategy's performance.
Resources
You should read the Fund's PDS and the TMD to ensure the key attributes of the Fund as described in the PDS and TMD aligns with your objectives, financial situation and needs before making a decision about whether to acquire or continue to hold the Fund.
Ways to Invest
