Global Managed Volatility Equity Fund

The Acadian Global Managed Volatility Equity Fund (The Fund) is an actively managed, equity investment strategy that seeks to capture returns similar to that of a global equity index, but with significantly lower absolute volatility and superior downside protection over the long term. Limiting absolute risk has the potential to allow investors to compound wealth more efficiently and steadily.

This video has been prepared for AFSL holders and wholesale clients only. By continuing to watch this video you are confirming that you either hold an AFSL or are a wholesale client. For more information regarding Zenith research please go to www.zenithpartners.com.au.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned FSF1240AU, 30 Nov 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the Product Disclosure Statement (PDS) and Target Market Determination (TMD) document or other offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

 

FUND FACTS

Access the growth potential of global shares, with a fund that aims to deliver similar returns to the market benchmark at significantly lower risk.

 

Investment objective: To deliver returns in line with the MSCI All Country World Index (AUD) over rolling three-year periods (after fees and taxes), with significantly less risk. Limiting absolute risk has the potential to allow investors to compound wealth more efficiently and steadily than traditional capitalisation-weighted indices. The Fund aims to achieve at least 95% of the return of the MSCI All-Country World Index over rolling three-year periods before fees and taxes.

 

Inception

Style

Distribution

Holdings

Investment horizon

19 January 2012

Global equity - active, long only, All Cap, All Market

Half-yearly
(June & December)

200-400

5 - 7 years

Active stock limit

Cash holding

Management cost

Minimum investment

APIR code

Max 1%
(+0.5% tolerance)

0-5%

0.63% p.a.   (Class A)

$25,000

FSF1240AU (Class A) 

 
FUND DOCUMENTS

 

Quarterly Factsheet    Platform Availability    Product Disclosure Statement

 

Target Market Determination

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.

 

The information on this web page is provided to you because Acadian Australia reasonably believes that you are a "wholesale client" within the meaning of that term under the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to invest in any product. Retail clients who are interested in products referenced on this website should contact their financial adviser.

 

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