NEWS

Performance Report: Commodity Strategies Active Long Only Programme

14 Mar 2011 - Australian Fund Monitors

Commodity Strategies long only programme returns +4.13% in February with strong gains in energy and agricultural commodities offsetting losses in grains.

Performance Report: Mathews Velocity Fund

11 Mar 2011 - Australian Fund Monitors

Mathews Velocity Fund up 3.57% in February with strong gains in coal and gold holdings again driving performance

Performance Report: Bennelong Securities Long Short Equity Fund

10 Mar 2011 - Australian Fund Monitors

Bennelong's Market Neutral Fund produced a solid return of 4.39% in February mainly driven by strong contributions from the long portfolio

Performance Report: Optimal Australia Absolute Trust

9 Mar 2011 - Australian Fund Monitors

Optimal Australia reports a return of +1.26% in February, making it their 24th consecutive positive month, but is taking a cautious view on markets

9 Mar 2011 - Performance Report: Optimal Australia Absolute Trust

By: Australian Fund Monitors

Report Date	08 March 2011
Manager	Optimal Fund Management
Fund Name	Optimal Australia Absolute Trust
Strategy	Equity Long/Short
Latest Return Date	February 2011
Latest Return	1.26%
Latest 6 Months	9.14%
Latest 12 Months	15.83%
Latest 24 Months	42.63%
Annualised Since Inception	18.12%
Inception Date	15 September 2008
FUM (millions)	AU$56
Fund Overview	The investment objective of the Fund is to seek to achieve above average returns in absolute terms, through investing in listed securities in Australia and New Zealand, subject to the overarching requirement of capital preservation. Investments will predominantly be in equity securities but may include fixed interest instruments, money market instruments, derivatives and foreign exchange contracts. The Fund's bias is likely to be net long under normal market conditions, with the core strategy being to construct a portfolio of listed equity securities priced at levels that do not adequately reflect their underlying value. The Fund will seek to boost returns and limit potential market downside by selective short selling of individual stocks which are priced at levels that are viewed as materially above their underlying value. The Fund will also use certain trading strategies both within its core portfolio (through rebalancing stock weights and overall market exposure in response to price movements) and in certain other situations (typically of a shorter-duration and/or opportunistic nature) with the objective of further increasing returns.
Manager Comments	Optimal Australia's February return of +1.26% made it their 24th consecutive positive month, but the manager provided a cautious tone to their monthly report, noting that following a strong start, the ASX fell 3% from its mid month high. The fund reduced net exposure to limit risk as a result of reporting season volatility and political unrest in North Africa, noting that Australia's two speed economy remained, with consumers having gone to ground while the resources sector growth continues unabated.
More Information	» View detailed profile of this fund

Performance Report: Merricks Capital Multi-Strategy Fund

23 Feb 2011 - Australian Fund Monitors

Merricks Multi Strategy Fund gains 0.70% in January with gains in the Market Neutral and Soft Commodity books driving returns

Performance Report: Lanterne Strategic Asia-Pacific Fund

22 Feb 2011 - Australian Fund Monitors

Long positions help Lanterne's Asia Pacific Fund to a positive return of +1.08% with gains from Onesteel, Newscorp and Santos the largest contributors.

Performance Report: Macquarie Asian Alpha Fund (Cayman) - Class A USD

21 Feb 2011 - Australian Fund Monitors

Stock selection drives January's return of +3.03% for Macquarie's Asian Alpha Fund as emerging Asian markets underperform

Performance Report: Pengana Global Bond Fund

18 Feb 2011 - Australian Fund Monitors

Pengana's multi manager Global Bond Fund adds 0.7% in January as government bond yields consolidated, and credit markets benefited from a more stable yield environment

Performance Report: CSL Active Long Only Programme

17 Feb 2011 - Australian Fund Monitors

Commodity Strategies long only programme up 2.38% (gross) in January with gains from the energy and agricultural sectors driving the result

Performance Report: Merricks Soft Commodity Fund

15 Feb 2011 - Australian Fund Monitors

Merricks' Soft Commodity Fund rises 2.13% in January as long exposure to US and Australia, and short in Canada and Malaysia takes 12 month returns to +17.04%.

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NEWS

14 Mar 2011 - Performance Report: Commodity Strategies Active Long Only Programme

11 Mar 2011 - Performance Report: Mathews Velocity Fund

10 Mar 2011 - Performance Report: Bennelong Securities Long Short Equity Fund

9 Mar 2011 - Performance Report: Optimal Australia Absolute Trust

23 Feb 2011 - Performance Report: Merricks Capital Multi-Strategy Fund

22 Feb 2011 - Performance Report: Lanterne Strategic Asia-Pacific Fund

21 Feb 2011 - Performance Report: Macquarie Asian Alpha Fund (Cayman) - Class A USD

18 Feb 2011 - Performance Report: Pengana Global Bond Fund

17 Feb 2011 - Performance Report: CSL Active Long Only Programme

15 Feb 2011 - Performance Report: Merricks Soft Commodity Fund

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