Wholesale Australian Equity Fund

The Acadian Wholesale Australian Equity Fund (the Fund) uses quantitative modelling and fundamental insights to unearth undervalued stocks and deliver compelling returns for investors.

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 1,000 stocks daily to find the most attractive investment opportunities for inclusion in the portfolio.

 
FUND FACTS

Invest in a fund that uses systematic expertise to unearth undervalued stocks and deliver compelling long-term returns.

Investment objective: To maximise risk-adjusted, long-term returns by investing in stocks listed on the Australian Securities Exchange while carefully controlling portfolio risk and transaction costs. The Fund aims to outperform the S&P/ASX 300 Accumulation Index over rolling four-year periods before fees and taxes.

Inception

Style

Distribution

Holdings

Investment horizon

15 November 2006

Australian equity – Long Only, Active

Quarterly (March, June, September & December

90 - 120

At least 7 years

Active stock limit

Cash holding

Management cost

Minimum investment

APIR code

+/- 0.9% (hard limit

0-5%

1.02% p.a.

$25,000

FSF0787AU

 
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.

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.

In Australia ‘Colonial’, ‘Colonial First State’, and ‘CFS’ are trademarks of Colonial Holding Company Limited and all of these trademarks are used on this website with consent.