To provide investment returns in excess of the Reserve Bank of Australia RBA) cash rate over the medium term with a relatively low degree of volatility. This will be achieved by combining cash and fixed interest investments with long and short equity holdings chosen using Acadian’s equity investment process. Sophisticated portfolio construction techniques will be used to implement this in a way that limits equity market exposure.

Investment Strategy:

The option’s strategy is to adopt an active approach to managing a portfolio of money market and fixed income securities along with stocks listed on the Australian Securities Exchange. The majority of assets will be actively invested in high quality money market securities with short duration. The option will then seek to enhance returns by taking long and short positions in securities generally listed on the Australian Securities Exchange. Typically, this component of the portfolio will maintain a 20% long exposure and a 20% short exposure. The long/short structure aims to minimise equity market risk whilst benefiting from franking credits and Acadian’s sophisticated analytical models for stock selection. This option may hedge currency risk.

Margin Lenders:

Margin Lender	LVR	Website

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.