General Information

Freehold Absolute Return Fund (Wholesale)
Freehold Capital Partners Pty Ltd
Alternative Strategies
Not Rated
Investment Fund
1 Jul 2013
$1.1429 (as at 30 Jun 2016)
$1.1429 (as at 30 Jun 2016)

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 0.43 0.86 1.75 1.97 2.13 2.42 3.72

Asset Allocation

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

Objectives and Strategy

The Freehold Absolute Return Fund is a long short global REIT and Infrastructure equities fund focused on generating absolute returns after fees of greater than 12 - 15% per annum over the medium to long term, with volatility lower than equity indices. Capital preservation is paramount, we have a heavy focus on risk management to ensure that capital of the Fund is maintained.
The Fund will use trading strategies to take advantage of shorter duration inefficiencies in the market caused by imbalances in demand and supply and other non fundamental influences. The managers believe that many companies have valuations that are relatively predictable versus other securities and that the volatility of their relative security prices is a market anomaly that should be exploited.

Offer information

Minimum initial investment $50,000
Minimum additional investments $50,000
Minimum redemption amount $50,000

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