Global Equity Long Short Fund
The Acadian Global Equity Long Short Fund (the Fund) uses quantitative modelling and fundamental insights to invest in undervalued stocks, generally maintaining a gross long exposure of 130% and a gross short exposure of 30%.
The investment approach is both multi-faceted and highly adaptable, which allows Acadian to take advantage of attractive stocks opportunities as they arise. Acadian casts a wide net to discover mispriced stocks, analysing more than 40,000 stocks daily in a quest to find the most attractive investment opportunities for inclusion in the portfolio.
FUND FACTS
Invest in a fund that uses systematic expertise to invest in undervalued stocks and short sell overvalued stocks, to unearth undervalued stocks and deliver compelling long-term returns.
Investment objective: To maximise risk-adjusted, long-term returns by investing in undervalued stocks and short selling overvalued stocks from around the world, while carefully controlling portfolio risk and transaction costs. The Fund aims to outperform the MSCI World Net Index over rolling four-year periods before fees and taxes.
|
Inception |
Style |
Distribution |
Holdings |
Investment horizon |
|
4 May 2006 |
Global equity - Long/Short, Active |
Half yearly (June and December) |
200 – 300 (long) |
At least 7 years |
|
Active stock limit |
Cash holding |
Management cost |
Minimum investment |
APIR code |
|
Max 2.25% |
0-5% |
1.29% |
$25,000 |
FSF0788AU |
FUND DOCUMENTS
Quarterly Factsheet Platform Availability Product Disclosure Statement
Acadian Australia is a wholly owned subsidiary of Acadian Asset Management LLC (“Acadian”), a U.S. registered investment adviser regulated by the U.S. Securities and Exchange Commission. Acadian is exempt from the requirement to hold an Australian Financial Services License under the Corporations Act 2001 (Cth). Acadian is regulated by the Securities and Exchange Commission ("SEC") under United States of America laws, which differ from Australian laws. This website is intended only to provide a summary of the subject matter covered. It does not purport to be comprehensive or to provide legal, taxation or other advice on the subject matter. No reader should act on the basis of any matter contained in this website without first obtaining specific professional advice.
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