InvestSMART

New Holland Tactical Alpha (AUD) B - Managed Fund

Fund Objective
New Holland’s Tactical Alpha investment offering consists of a multi-portfolio manager hedge fund strategy. The Underlying Fund’s objective is to develop and actively manage a leveraged investment portfolio that is intended to produce attractive risk-adjusted returns with low beta to traditional asset classes.
Fund Strategy
New Holland’s Tactical Alpha investment offering consists of a multi-portfolio manager hedge fund strategy. The Underlying Fund’s objective is to develop and actively manage a leveraged investment portfolio that is intended to produce attractive risk-adjusted returns with low beta to traditional asset classes.
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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 -0.76% 2.7% 0.19% 7.27% 6.83% -% -% -%
Growth return -0.73% 2.79% 0.37% 7.52% 6.96% -% -% -%
Income return -0.03% -0.09% -0.18% -0.25% -0.13% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.38% 1.11% 2.17% 4.03% 4.06% 4.15% 3.32% 2.24%
As at 31 Jul 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
18.98%
Australian Equities
5.27%
International Equities
2.88%
Cash
55.41%
Property & Infrastructure
1.85%
Fixed Interest
15.62%

General Information

Fund Details
Type Description
New Holland Tactical Alpha (AUD) B
CHN7480AU
Alternative - Multistrategy
Not Rated
Investment Fund
31 Oct 2023
$118.54 million (as at 31 Jul 2026)
$1.2416 (as at 31 Jul 2026)
$1.2416 (as at 31 Jul 2026)
Open
Offer information
Type Description
MER 0.35% (as at 8 Mar 2026)
Minimum initial investment $50,000,000
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FAQs about the New Holland Tactical Alpha (AUD) B

The objective of the New Holland Tactical Alpha (AUD) B managed fund is New Holland’s Tactical Alpha investment offering consists of a multi-portfolio manager hedge fund strategy. The Underlying Fund’s objective is to develop and actively manage a leveraged investment portfolio that is intended to produce attractive risk-adjusted returns with low beta to traditional asset classes.

The strategy of the New Holland Tactical Alpha (AUD) B managed fund is New Holland’s Tactical Alpha investment offering consists of a multi-portfolio manager hedge fund strategy. The Underlying Fund’s objective is to develop and actively manage a leveraged investment portfolio that is intended to produce attractive risk-adjusted returns with low beta to traditional asset classes.

The APIR code of the New Holland Tactical Alpha (AUD) B managed fund is CHN7480AU.

New Holland Tactical Alpha (AUD) B’s total return last month was -0.76%. This was made up of a growth return of -0.73% and an income return of -0.03%. These returns were calculated as at 31 Jul 2026.

New Holland Tactical Alpha (AUD) B’s total return for the last three months was 2.7%. This was made up of a growth return of 2.79% and an income return of -0.09%%. These returns were calculated as at 31 Jul 2026.

New Holland Tactical Alpha (AUD) B’s one-year total return is 7.27%. This was made up of a growth return of 7.52% and an income return of -0.25%. These returns were calculated as at 31 Jul 2026.

New Holland Tactical Alpha (AUD) B’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2026.

The asset allocation of the New Holland Tactical Alpha (AUD) B managed fund is :

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

The New Holland Tactical Alpha (AUD) B managed fund belongs to the Alternative - Multistrategy sector/asset class.

As at 31 Jul 2026, the size of the New Holland Tactical Alpha (AUD) B managed fund was $118.54 million.

The New Holland Tactical Alpha (AUD) B managed fund has an inception date of 31 Oct 2023.

The current entry price of the New Holland Tactical Alpha (AUD) B managed fund is $1.2416 per unit and the current exit price is $1.2416 per unit (as at 31 Jul 2026).

The current exit price of the New Holland Tactical Alpha (AUD) B managed fund is $1.2416 per unit and the current entry price is $1.2416 per unit (as at 31 Jul 2026).

The minimum initial investment amount for the New Holland Tactical Alpha (AUD) B managed fund is $50,000,000.

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 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.