General Information

Macro Thematic
Equity Trustees Ltd
ETL0459AU
Alternative Strategies
Not Rated
Investment Fund
1 Sep 2016
n/a
$1 (as at 30 Sep 2017)
$1 (as at 30 Sep 2017)

Fund performance

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return - - - - - - - -
Growth return - - - - - - - -
Income return - - - - - - - -

Market index (RBA Bank accepted Bills 90 Days)

Total return 0.14 0.42 0.85 1.74 1.89 2.02 2.31 3.55
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Fund Performance Comparison

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3 Years {{ fund.returns.return3Year | percentage:2 }} {{ fund.benchmark.peers.returns.return3Year | percentage:2 }} {{ fund.benchmark.index.returns.return3Year | percentage:2 }} {{ fund.benchmark.peers.mer | percentage:2 }}
5 Years {{ fund.returns.return5Year | percentage:2 }} {{ fund.benchmark.peers.returns.return5Year | percentage:2 }} {{ fund.benchmark.index.returns.return5Year | percentage:2 }} {{ fund.benchmark.peers.mer | percentage:2 }}
10 Years {{ fund.returns.return10Year | percentage:2 }} {{ fund.benchmark.peers.returns.return10Year | percentage:2 }} {{ fund.benchmark.index.returns.return10Year | percentage:2 }} {{ fund.benchmark.peers.mer | percentage:2 }}

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Asset Allocation

Australian Equities 0%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 100%
Asset Allocation

Objectives and Strategy

The assets of the portfolio will be invested using a currency based investment strategy that aims to provide the potential for positive currency related returns in stressed market conditions.
The assets of the Fund will be invested, either directly or by investing in another managed fund, in accordance with the following guidelines: 1) The Investment Manager will purchase listed and over the counter currency options of short duration covering major currencies. 2) The Fund aims to deliver positive currency related returns in stressed market conditions. 3) Trading is expected to be relatively infrequent - typically on a quarterly basis or as market conditions warrant.

Offer information

Standard entry fee 3%
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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