Fact Sheet
As at December 2023
As at December 2023
WealthLander Diversified Alternative Fund
APIR: BQC3506AU
Manager Summary
WealthLander is a privately owned, boutique investment manager serving wholesale investors. WealthLander offers strong client alignment, an actively managed diversified alternative portfolio and risk aware investment approach based upon high quality independent research and analysis.
Strategy Summary
The WealthLander Diversified Alternative Fund is a multi-strategy actively managed Fund of Funds investment that employs a wide range of investment strategies. It is designed to deliver investors a diversified portfolio with an absolute return focus, strong risk-adjusted returns, lower drawdowns and less volatility than a typical Australian equities fund.
Key Terms
| Status: | Open | Inception Date: | Feb 2021 |
| Strategy: | Multi Strategy | Style: | Blend |
| Geography: | Global | Domicile: | Australia |
| Investors: | Wholesale | Min. Investment: | AU$ 100,000 |
| Distributions: | Annually | Applications: | Monthly |
| Fund Size: | Undisclosed | Management Fee: | 0.80% |
| Manager FUM: | Undisclosed | Performance Fee: | 20.00% |
Key Statistics
| Fund | Index* | Fund | Index* | ||
| Dec 2023: | 2.80% | 2.54% | Sharpe1: | -0.11 | 0.95 |
| 1 Year: | -11.49% | 4.87% | Sortino1: | -0.21 | 1.90 |
| 3 Years1,2: | N/A | N/A | Best Month1: | 5.40% | 4.92% |
| 5 Years1,2: | N/A | N/A | Worst Month1: | -5.30% | -2.49% |
| Inception1,2: | 0.39% | 6.73% | Volatility1,2: | 8.69% | 5.05% |
| Up-Capture1: | 49% | N/A | Down-Capture1: | 130% | N/A |
Cumulative Returns Fund Index
WealthLander Diversified Alternative Fund - Cumulative Performance vs Barclay Hedge Global Macro Index
Drawdowns Fund Index
Drawdown%
Fund Index
Quintile Ranking vs. Multi-Sector Peer Group (69 funds) as at December 2023
1 Year
3 Year
5 Year
7 Year
WealthLander Diversified Alternative Fund
Barclay Hedge Global Macro Index
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.