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.

GLOBAL MANAGED VOLATILITY EQUITY FUND v3
 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

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.

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