Frame Futures Fund - Managed Fund

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.

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 4.82 4.7 1.07 -17.51 -7.98 -6.36 - -
Growth return 4.82 4.7 1.07 -17.51 -10.84 -8.32 - -
Income return 0 0 0 0 2.86 1.96 - -
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.08 0.26 0.63 1.61 1.75 1.75 1.95 2.87
As as 30 Jun 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Frame Futures Fund
Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
Alternatives
21.92%
Australian Equities
9.77%
International Equities
8.41%
Cash
49.23%
Property
1.37%
Fixed Interest
9.31%

General Information

Fund Details
Type Description
Frame Futures Fund (Wholesale)
Primary Securities Ltd
MSC0001AU
Alternative Strategies
Not Rated
Investment Fund
1 Apr 2016
n/a
$0.767 (as at 30 Jun 2019)
$0.766 (as at 30 Jun 2019)
Fund Objective
The investment objective of the Frame Futures Fund is to deliver capital growth over the long-term by seeking out higher reward/risk ratio opportunities throughout all market cycles.
Fund Strategy
The Fund's investment strategy is to invest in globally listed equities, listed index futures, listed commodity futures, foreign currencies and cash products with the aim of delivering strong capital growth over the long-term. Allocations within these assets will be adjusted depending on the market stage and cycle. The Funds investment approach is to maximise reward/risk ratio trades when the market is both rising and falling.
Offer information
Type Description
Minimum initial investment $50,000
Minimum additional investments $25,000
Minimum redemption amount $50,000

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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%