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| Fund Name | |
| Strategy | |
| Latest Return Date | |
| Latest Return | |
| Latest 6 Months | |
| Latest 12 Months | |
| Latest 24 Months (pa) | |
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| FUM (millions) | |
| Fund Overview | The primary objective of the Atlantic Pacific Australian Equity Fund is to generate a mixture of capital and income returns for investors with a high risk profile, over a 5 to 7 year investment period. The Investment Manager believes that markets are fundamentally inefficient and that active investment management will result in higher than 'benchmark' returns. The Fund has adopted the S&P/ASX200 Accumulation Index as the benchmark for its performance. The Investment Manager also believes that, on review of many markets globally, no individual style or method of investing will always ensure outperformance in terms of return on investment. In light of this, the Investment Manager may adopt a 'value', 'growth' or 'momentum' style bias, for example, depending on where the market is in its investment cycle. Further, the Investment Manager believes that actual and forecasted events underpin absolute and relative price movements of securities. The Investment Manager will utilise a number of frameworks to assist in positioning the Fund's portfolio of investments. These include fundamental research, quantitative analysis, and macro and catalyst research. |
| Manager Comments | Over the past 12 months, the fund's volatility has been 8.4% compared with the ASX200 Accumulation Index's volatility of 10.43%. Since inception the fund's volatility has been 10.06% vs the index's volatility of 13.68%, and over all other time periods the fund's volatility has been lower than that of the index. The fund has a down-capture ratio of 21.15% since inception and -44.21% over the most recent 12 months. Since inception, the fund's largest drawdown was -7.72% compared with the index which had a maximum drawdown of -26.75%. The fund has outperformed in 9 out of 10 of the index's worst months since the fund's inception. |
| More Information |
