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  5. Aliom Managed Futures Fund No.1 - Managed fund profile

Aliom Managed Futures Fund No.1 - Managed Fund (Closed)

Fund Objective
The Fund will invest in index futures in broad based liquid markets and will hold both long and short positions seeking absolute returns regardless of market direction.
Fund Strategy
The Investment Manager's advantage lies in correct assessment of broad valuation measures, macroeconomic environment, sentiment and economic forecasting. The strategy aims to identify medium and long-term trends and trend shifts, but to also vary position size given short-term technical indicators including sentiment and momentum.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -11.36% -4.19% 7.13% 1.37% 40.28% -% -% -%
Growth return -11.36% -4.19% 7.13% 1.37% 40.28% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.3% 0.91% 1.91% 4.09% 4.22% 4% 2.52% 2.06%
As at 31 Jul 2015. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
22.40%
Australian Equities
3.94%
International Equities
6.69%
Cash
44.85%
Property & Infrastructure
1.44%
Fixed Interest
20.69%

General Information

Fund Details
Type Description
Aliom Managed Futures Fund No.1 (Wholesale)
Closed
Aliom Pty Ltd
Alternative - Systematic Trend
Not Rated
Investment Fund
3 Aug 2012
n/a
$6.6479 (as at 31 Jul 2015)
$6.6479 (as at 31 Jul 2015)
Suppressed
Offer information
Type Description
Minimum initial investment $50,000
Minimum additional investments $10,000.00

FAQs about the Aliom Managed Futures Fund No.1

The objective of the Aliom Managed Futures Fund No.1 managed fund is The Fund will invest in index futures in broad based liquid markets and will hold both long and short positions seeking absolute returns regardless of market direction.

The strategy of the Aliom Managed Futures Fund No.1 managed fund is The Investment Manager's advantage lies in correct assessment of broad valuation measures, macroeconomic environment, sentiment and economic forecasting. The strategy aims to identify medium and long-term trends and trend shifts, but to also vary position size given short-term technical indicators including sentiment and momentum.

The APIR code of the Aliom Managed Futures Fund No.1 managed fund is .

Aliom Managed Futures Fund No.1’s total return last month was -11.36%. This was made up of a growth return of -11.36% and an income return of 0%. These returns were calculated as at 31 Jul 2015.

Aliom Managed Futures Fund No.1’s total return for the last three months was -4.19%. This was made up of a growth return of -4.19% and an income return of 0%%. These returns were calculated as at 31 Jul 2015.

Aliom Managed Futures Fund No.1’s one-year total return is 1.37%. This was made up of a growth return of 1.37% and an income return of 0%. These returns were calculated as at 31 Jul 2015.

Aliom Managed Futures Fund No.1’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2015.

The asset allocation of the Aliom Managed Futures Fund No.1 managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the Aliom Managed Futures Fund No.1 managed fund is Aliom Pty Ltd.

The Aliom Managed Futures Fund No.1 managed fund belongs to the Alternative - Systematic Trend sector/asset class.

As at , the size of the Aliom Managed Futures Fund No.1 managed fund was $ million.

The Aliom Managed Futures Fund No.1 managed fund has an inception date of 3 Aug 2012.

The current entry price of the Aliom Managed Futures Fund No.1 managed fund is $6.6479 per unit and the current exit price is $6.6479 per unit (as at 31 Jul 2015).

The current exit price of the Aliom Managed Futures Fund No.1 managed fund is $6.6479 per unit and the current entry price is $6.6479 per unit (as at 31 Jul 2015).

The minimum initial investment amount for the Aliom Managed Futures Fund No.1 managed fund is $50,000. Minimum additional investment is $10000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.