DRAFT
Fund Review
ECCM Systematic Trend Fund
Performance as at May 2026
East Coast Capital Management (ECCM), founded in 2008 by Adam Havryliv, is a quantitative fund manager based in Sydney, Australia. It actively trades across diverse and liquid futures markets, focusing on persistent trends. ECCM manages funds for wholesale clients and offers Managed Accounts. The ECCM Systematic Trend Fund succeeded the ECCM Systematic Global Macro fund from Jun 2023. Key staff include Founder Adam Havryliv and CEO Simone Haslinger.
| 1 Year | 3 Years3 | 5 Years3 | 7 Years3 | Inception3,4 | ||
| Total Return | Fund | 36.53% | 12.75% | 11.60% | N/A | 14.79% |
| Peer Group1 | 12.69% | 8.93% | 7.95% | N/A | 7.84% | |
| Index2 | 27.51% | 4.26% | 7.07% | N/A | 8.04% | |
| Volatility | Fund | 13.75% | 15.11% | 13.29% | N/A | 13.50% |
| Peer Group1 | 3.29% | 2.83% | 3.38% | N/A | 4.23% | |
| Index2 | 6.86% | 10.21% | 11.81% | N/A | 11.08% | |
| 1Alternatives, 2SG Trend Index, 3Annualised, 4Jan 2020 | ||||||
Strategy Description
The ECCM Systematic Trend Fund employs a proprietary directional futures model to exploit long-term changes in risk premia across global asset markets. It generates profits through speculative trading in over 80 international futures markets, including equity indices, short-term interest rates, long-term government bonds, currencies, and commodities. The fund's trading programme aims to demonstrate a low correlation with traditional investments, providing diversification for portfolios primarily comprising stocks, property, and bonds.Cumulative Performance
Core Details |
PG = Peergroup Average | ||
| APIR: | Status: | Open | |
| Peer Group: | Alternatives | Inception Date: | Jan 2020 |
| Strategy: | Managed Futures | Style: | N/A |
| Geography: | Global | Domicile: | Australia |
| Investors: | Wholesale | Distributions: | Annually |
| Fund Size: | AU$ 7m | Manager FUM: | AU$ 10m |
| Applications: | Monthly, Initial: AU$ 100,000 | Redemptions: | Monthly |
| Management Fee: | 1.30% (PG avg: 1.38%) | Performance Fee: | 20.00% (PG avg: 14.56%) |
| Buy/Sell Spread: | 0%/0.2% (PG avg: 0.35%/0.10%) | Hurdle: | RBA cash rate |
| Early Redemption Fee | No | High Water Mark: | Yes |
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ECCM Systematic Trend Fund
Performance vs Alternatives and SG Trend Index
Since inception in Jan 2020, the Fund has returned 14.79% p.a. vs the Peer Group's return over the same period of 7.84%. Over the past 12 months, the Fund has returned 36.53% vs the Peer Group's 12.69%. For the 3 and 5-year periods, the Fund has returned 12.75% and 11.6% respectively vs the Peer Group's returns of 8.93% and 7.95% respectively. The Fund's returns have been delivered with a volatility of 13.5% p.a. vs the Peer Group's 4.23%.
| Year | Jan % | Feb % | Mar % | Apr % | May % | Jun % | Jul % | Aug % | Sep % | Oct % | Nov % | Dec % | YTD % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.07 | 4.59 | -6.27 | 4.47 | 1.42 | NA | NA | NA | NA | NA | NA | NA | 13.28 |
| 2025 | 4.37 | -1.46 | -4.00 | -9.40 | -4.67 | 1.19 | -1.22 | 6.61 | 6.86 | 2.08 | -0.10 | 3.78 | 2.78 |
| 2024 | 3.61 | 8.42 | 6.97 | -0.82 | 1.34 | -2.53 | 0.63 | -1.87 | 6.22 | -4.80 | 6.29 | -0.74 | 24.03 |
| 2023 | 1.83 | 2.84 | 1.57 | 3.14 | 0.13 | -0.72 | 4.23 | 0.23 | -4.70 | -1.57 | 3.45 | -1.39 | 9.02 |
| 2022 | -0.64 | 0.31 | 6.38 | 3.43 | -4.28 | -1.44 | 0.56 | 4.52 | 3.91 | 1.97 | -5.06 | 0.50 | 9.94 |
| 2021 | 0.29 | 2.27 | 0.63 | 11.50 | 2.21 | -3.29 | 0.60 | 0.25 | 1.38 | 3.40 | -4.51 | 2.47 | 17.67 |
| 2020 | 2.97 | -0.07 | -1.79 | -1.73 | 0.05 | -0.28 | 4.92 | 1.25 | -2.23 | -2.02 | 9.62 | 7.64 | 18.98 |
Notes:
ECCM STF continues the track record of the ECCM Systematic Global Macro (SGM) Fund which operated between Jan 2020 and Jun 2023. Both funds have implemented ECCM's proprietary systematic, diversified, trend following futures trading strategy. Returns from Jan 2020 - Jun 2023 are those of the ECCM SGM.
| 1 Year | 3 Years | 5 Years | 7 Years | Inception | ||
| Total Return | Fund | 36.53% | 12.75% | 11.60% | N/A | 14.79% |
| Peer Group | 12.69% | 8.93% | 7.95% | N/A | 7.84% | |
| Index2 | 27.51% | 4.26% | 7.07% | N/A | 8.04% | |
| Volatility | Fund | 13.75% | 15.11% | 13.29% | N/A | 13.50% |
| Peer Group | 3.29% | 2.83% | 3.38% | N/A | 4.23% | |
| Index | 6.86% | 10.21% | 11.81% | N/A | 11.08% | |
| Sharpe | Fund | 2.08 | 0.61 | 0.67 | N/A | 0.92 |
| Peer Group | 2.50 | 1.61 | 1.40 | N/A | 1.24 | |
| Index | 3.05 | 0.07 | 0.38 | N/A | 0.54 | |
| Sortino | Fund | 4.09 | 0.86 | 0.97 | N/A | 1.54 |
| Peer Group | 4.44 | 3.11 | 2.83 | N/A | 2.37 | |
| Index | 10.67 | 0.02 | 0.49 | N/A | 0.75 | |
| Largest Drawdown | Fund | -6.27% | -18.32% | -18.32% | N/A | -18.32% |
| Peer Group | -1.52% | -1.52% | -2.72% | N/A | -4.61% | |
| Index | -1.58% | -20.43% | -20.43% | N/A | -20.43% |
Return in Index's 10 Best & 10 Worst Months %
Return in Index's 10 Best & 10 Worst Months %
Annualised Return vs Standard Deviation
ECCM Systematic Trend Fund - Annualised Return vs. Standard Deviation
Please view https://fundmonitors.com/disclaimer.php for the full disclaimer. The content is updated monthly and only the current version should be used.
ECCM Systematic Trend Fund
Annual Returns
Annual Returns %
Drawdown
Drawdown%
Service Providers
| Trustee/RE: | East Coast Capital Management |
| Custodian: | Interactive Brokers |
| Administrator: | MSC Abacus |
| Auditor: | N/A |
| Legal: | ABML Consulting |
| Prime Broker: | Interactive Brokers |
Available on Investment Platforms
OLIVIA123
Key Staff
Adam Havryliv
Founder
Years in industry: 24, Years at Firm: 19
Simone Haslinger
Chief Executive Officer
Years in industry: 22, Years at Firm: 3
Richard Brennan
Strategy Ambassador
Years in industry: 21, Years at Firm: 4
About AFM's Fund Reviews and Star Ratings
AFM's proprietary Star Rating system provides a quantitative ranking of performance and risk of funds in its peer group relative to similar funds. Funds must have a minimum 1 year track record.
Star Ratings for Performance reflects annualised return. Risk is a combination of downside deviation, maximum drawdown and longest drawdown, which are allocated in reverse.
| AFM Star Rating | Relative performance band compared to funds in the same Peer Group |
|---|---|
| ★ ★ ★ ★ ★ | Premium: The fund is in the top 10% of all funds in its peer group. |
| ★ ★ ★ ★ ☆ | Top Quartile: The fund ranges between 75 and 90% of all funds in its peer group. |
| ★ ★ ★ ☆ ☆ | Second Quartile: The fund ranges between 50 and 75% of all funds in its peer group. |
| ★ ★ ☆ ☆ ☆ | Third Quartile: The fund ranges between 25 and 50% of all funds in its peer group. |
| ★ ☆ ☆ ☆ ☆ | Fourth Quartile: The fund is in the lowest 25% of all funds in its peer group. |
All performances, rankings and Star Ratings are updated monthly. Past performance does not guarantee future performance.
Copyright
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Disclaimer
The information in this report, including financial returns, strategies, and other content (collectively referred to as "Content") has been prepared and issued by Australian Fund Monitors Pty Limited (A.C.N. 122 226 724, AFSL 324476) otherwise referred to as AFM. The information and content herein is designed for holders of an Australian Financial Services Licence or for Wholesale or Sophisticated investors, and does not constitute personal financial advice, and is for general information purposes only. Users of this report or any Content of AFM's websites (the "Websites") should not act or make any financial decision without first seeking professional advice. Whilst the Content has been prepared with all reasonable care from sources which we believe are reliable, no responsibility or liability is accepted by AFM for any errors or omissions or misstatements contained herein.