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.
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 |
200-400 |
5 - 7 years |
Active stock limit |
Cash holding |
Management cost |
Minimum investment |
APIR code |
Max 1% |
0-5% |
0.63% p.a. (Class A) |
$25,000 |
FSF1240AU (Class A) |
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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