Wholesale Geared Australian Equity Fund
The Acadian Wholesale Geared Australian Equity Fund (the Fund) uses borrowing to increase exposure to the Australian equity market. The underlying strategy aims to exploit the ‘low volatility anomaly’ with the aim of providing returns similar to those of the Australian equity market but with lower absolute volatility over the full market cycle. Gearing such a strategy has the potential to provide improved drawdown protection versus a standard geared index strategy and therefore aims to provide higher expected returns at lower levels of volatility over the long term.
FUND FACTS
Investment objective: To maximise long-term returns by borrowing to invest, predominantly in a selection of Australian companies within the S&P/ASX 300 Accumulation Index, while carefully controlling portfolio risk and transaction costs. The Fund aims to outperform the S&P/ASX 300 Accumulation Index over rolling seven-year periods before fees and taxes.
|
Inception |
Style |
Distribution |
Holdings |
Investment horizon |
|
14 May 2018 |
Australian Equities |
Quarterly |
90-130 |
At least 7 years |
|
Active stock limit |
Cash holding |
Management cost |
Minimum investment |
APIR code |
|
3.5% |
0-10% |
0.96%(g)/2.11(n)* |
$25,000 |
FSF0453AU |
*Refer to Product Disclosure Statement for further details.
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.