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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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| Inception Date | |
| FUM (millions) | |
| Fund Overview | The Fund aims to produce returns after management fees and expenses of RBA Cash Rate + 4.0-5.0% p.a. over rolling five-year periods. Furthermore, the Fund aims to achieve these returns with volatility that is a fraction of the Australian equity market, in order to smooth returns for investors. |
| Manager Comments | The Fund's down-capture ratio for performance since inception of 13.93% highlights its capacity to significantly outperform in falling markets. This is also supported by the Fund's maximum drawdown since inception of -8.77% versus the Index's -26.75%. The Fund's positioning strikes a balance between beta and alpha return sources (60% alpha managers, 30% beta managers and 10% cash & fixed income at month-end). NWQ believe the low net market exposure should serve the Fund well if the trend of elevated market volatility continues. |
| More Information |
