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  5. Global Macro Strategies Fund - Managed fund profile

Global Macro Strategies Fund - Managed Fund

Fund Objective
The Fund has been established as a feeder fund for the specific purpose of enabling an indirect investment in Crown Diversified Trend Master Segregated Portfolio ('Underlying Fund'). The objective of the Fund reflects the objective of the Underlying Fund which is to achieve long-term capital appreciation, regardless of market conditions, while simultaneously seeking to preserve capital.
Fund Strategy
To invest into a selection of primarily trend-following investment strategies, each managed by a different investment manager. These managers will attempt to deliver attractive and uncorrelated returns at relatively low cost. The underlying markets traded by these managers include (but are not limited to) interest rates, equities, currencies, metals, and agricultural and other commodities.

Fund Performance Comparison

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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 5.5% 13.14% -0.08% 13.62% 7.47% 8.99% 7.9% -%
Growth return 5.5% 13.14% -0.08% 12.25% 6.59% 5.77% 5.85% -%
Income return 0% 0% 0% 1.37% 0.88% 3.22% 2.05% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.36% 1.07% 2.15% 4.21% 3.33% 2.23% 1.56% 1.82%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Global Macro Strategies Fund
Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
Alternatives
19.95%
Australian Equities
5.98%
International Equities
9.98%
Cash
46.43%
Property
2.07%
Fixed Interest
15.60%

General Information

Fund Details
Type Description
Global Macro Strategies Fund
Atrium Investment Management Pty Ltd
AIM0334AU
Alternative - Systematic Trend
starstarstar (as at 31 Mar 2024)
Investment Fund
21 Sep 2018
$76.15 million (as at 29 Feb 2024)
$1.4393 (as at 12 Apr 2024)
$1.4393 (as at 12 Apr 2024)
Open
Offer information
Type Description

FAQs about the Global Macro Strategies Fund

The objective of the Global Macro Strategies Fund managed fund is The Fund has been established as a feeder fund for the specific purpose of enabling an indirect investment in Crown Diversified Trend Master Segregated Portfolio ('Underlying Fund'). The objective of the Fund reflects the objective of the Underlying Fund which is to achieve long-term capital appreciation, regardless of market conditions, while simultaneously seeking to preserve capital.

The strategy of the Global Macro Strategies Fund managed fund is To invest into a selection of primarily trend-following investment strategies, each managed by a different investment manager. These managers will attempt to deliver attractive and uncorrelated returns at relatively low cost. The underlying markets traded by these managers include (but are not limited to) interest rates, equities, currencies, metals, and agricultural and other commodities.

The APIR code of the Global Macro Strategies Fund managed fund is AIM0334AU.

Global Macro Strategies Fund’s total return last month was 5.5%. This was made up of a growth return of 5.5% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Global Macro Strategies Fund’s total return for the last three months was 13.14%. This was made up of a growth return of 13.14% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

Global Macro Strategies Fund’s one-year total return is 13.62%. This was made up of a growth return of 12.25% and an income return of 1.37%. These returns were calculated as at 31 Mar 2024.

Global Macro Strategies Fund’s one-year total return is 8.99%. This was made up of a growth return of 5.77% and an income return of 3.22%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the Global Macro Strategies Fund managed fund is :

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

The Responsible Entity for the Global Macro Strategies Fund managed fund is Atrium Investment Management Pty Ltd.

The Global Macro Strategies Fund managed fund belongs to the Alternative - Systematic Trend sector/asset class.

As at 29 Feb 2024, the size of the Global Macro Strategies Fund managed fund was $76.15 million.

The Global Macro Strategies Fund managed fund has an inception date of 21 Sep 2018.

The current entry price of the Global Macro Strategies Fund managed fund is $1.4393 per unit and the current exit price is $1.4393 per unit (as at 12 Apr 2024).

The current exit price of the Global Macro Strategies Fund managed fund is $1.4393 per unit and the current entry price is $1.4393 per unit (as at 12 Apr 2024).

The minimum initial investment amount for the Global Macro Strategies Fund managed fund is $.

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.