Macro Diversified Fund
This is a low/medium risk absolute return fund with the goal of capital appreciation.
This objective will be achieved through investment in a portfolio of equities, bonds and other investments that will be primarily US dollar based.
Investment Strategy
The fund investment strategy will be a “top down” approach that focuses on the global investment environment. Assessment of the macro economic factors will determine the relative attractiveness of the various asset classes in which the fund can invest at any point in time, and from this analysis the overall weighting by asset class & region is determined.
Once the overall asset allocations have been determined research is conducted into the best performing funds/assets within each asset class and investments up to the asset class weighting are made.
Who Should Invest?
Professional & private investors who:
• Want moderate returns but low/medium risk.
• Are looking for an investment that targets absolute returns under all market conditions.
• Want an investment with low correlation to stock markets
• Want a broadly diversified US$ investment.
Fund Performance
Value of $1000 invested
Applications & Downloads
Learn More
If you would like to learn more about investing in this fund, please contact us.
You can also learn more about our other Australian Funds and our International Funds.