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  5. JB High Alpha - Managed fund profile

JB High Alpha - Managed Fund (Closed)

Fund Objective
The Fund's objective is to provide investors with moderate to high portfolio appreciation over the medium to long-term through active management of the investment assets. Focus is on global macroeconomincs and, in holding both long and short positions, the Fund Manager will seek absolute return regardless of market direction.
Fund Strategy
The Fund's objective is to provide investors with moderate to high portfolio appreciation over the medium to long-term through active management of the investment assets. Focus is on global macroeconomincs and, in holding both long and short positions, the Fund Manager will seek absolute return regardless of market direction.

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 -3.27% -8.52% -13.53% -19.83% -32.63% -18.63% -% -%
Growth return -3.27% -8.52% -13.53% -19.83% -32.63% -18.63% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
As at 30 Jun 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
JB High Alpha
Closed
JBM2867AU
Not Rated
Unknown
14 Feb 2017
n/a
$0.19661 (as at 25 May 2022)
$0.19661 (as at 25 May 2022)
Suppressed
Offer information
Type Description
Minimum initial investment $50,000
Minimum additional investments $10,000.00

FAQs about the JB High Alpha

The objective of the JB High Alpha managed fund is The Fund's objective is to provide investors with moderate to high portfolio appreciation over the medium to long-term through active management of the investment assets. Focus is on global macroeconomincs and, in holding both long and short positions, the Fund Manager will seek absolute return regardless of market direction.

The strategy of the JB High Alpha managed fund is The Fund's objective is to provide investors with moderate to high portfolio appreciation over the medium to long-term through active management of the investment assets. Focus is on global macroeconomincs and, in holding both long and short positions, the Fund Manager will seek absolute return regardless of market direction.

The APIR code of the JB High Alpha managed fund is JBM2867AU.

JB High Alpha’s total return last month was -3.27%. This was made up of a growth return of -3.27% and an income return of 0%. These returns were calculated as at 30 Jun 2021.

JB High Alpha’s total return for the last three months was -8.52%. This was made up of a growth return of -8.52% and an income return of 0%%. These returns were calculated as at 30 Jun 2021.

JB High Alpha’s one-year total return is -19.83%. This was made up of a growth return of -19.83% and an income return of 0%. These returns were calculated as at 30 Jun 2021.

JB High Alpha’s one-year total return is -18.63%. This was made up of a growth return of -18.63% and an income return of 0%. These returns were calculated as at 30 Jun 2021.

The asset allocation of the JB High Alpha managed fund is :

Alternatives
100%

As at , the size of the JB High Alpha managed fund was $ million.

The JB High Alpha managed fund has an inception date of 14 Feb 2017.

The current entry price of the JB High Alpha managed fund is $0.19661 per unit and the current exit price is $0.19661 per unit (as at 25 May 2022).

The current exit price of the JB High Alpha managed fund is $0.19661 per unit and the current entry price is $0.19661 per unit (as at 25 May 2022).

The minimum initial investment amount for the JB High Alpha 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.