Rochford Leveraged Long AUD A - Managed Fund

Fund Objective

The investment objective of the Fund is to provide Unitholders with a geared exposure to a depreciation in the US dollar relative to the Australian dollar.

Fund Strategy

The Fund aims to achieve this objective by selling the USD against the AUD via foreign exchange spot and over the counter (OTC) derivatives products to provide Unitholders with up to three (3) times leveraged exposure to movements in the AUD/USD exchange rate over the period that investors hold units in the Fund.

Fund Performance Comparison

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Peers

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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

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.2%	-0.81%	3.59%	-5.52%	-6.03%	-%	-%	-%
Growth return	0.2%	-0.81%	3.59%	-5.52%	-6.06%	-%	-%	-%
Income return	0%	0%	0%	0%	0.03%	-%	-%	-%
Market index (RBA Bank accepted Bills 90 Days)
Total return	0.29%	0.88%	1.8%	3.88%	4.14%	4.05%	2.7%	2.09%

As at 30 Nov 2025. 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: 20.29%

Australian Equities: 3.91%

International Equities: 7.32%

Cash: 46.24%

Property & Infrastructure: 1.87%

Fixed Interest: 20.38%

General Information

Fund Details

Type	Description
Fund Name	Rochford Leveraged Long AUD A
Responsible Entity	Equity Trustees Ltd
APIR Code	ETL2812AU
Sector/Asset Class	Miscellaneous
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	14 Aug 2023
Fund Size	n/a
Entry Price	$0.98427 (as at 18 Dec 2025)
Exit Price	$0.98427 (as at 18 Dec 2025)
Fund Status	Open

Offer information

Type	Description
MER	0.50% (as at 14 Nov 2024)
Minimum initial investment	$20,000
Minimum additional investments	$1,000.00

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FAQs about the Rochford Leveraged Long AUD A

What is the objective of the Rochford Leveraged Long AUD A managed fund?

The objective of the Rochford Leveraged Long AUD A managed fund is The investment objective of the Fund is to provide Unitholders with a geared exposure to a depreciation in the US dollar relative to the Australian dollar.

What is the strategy for the Rochford Leveraged Long AUD A managed fund?

The strategy of the Rochford Leveraged Long AUD A managed fund is The Fund aims to achieve this objective by selling the USD against the AUD via foreign exchange spot and over the counter (OTC) derivatives products to provide Unitholders with up to three (3) times leveraged exposure to movements in the AUD/USD exchange rate over the period that investors hold units in the Fund.

What is the APIR code of the Rochford Leveraged Long AUD A managed fund?

The APIR code of the Rochford Leveraged Long AUD A managed fund is ETL2812AU.

What was Rochford Leveraged Long AUD A’s total return last month?

Rochford Leveraged Long AUD A’s total return last month was 0.2%. This was made up of a growth return of 0.2% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

What was Rochford Leveraged Long AUD A’s total return for the last three months?

Rochford Leveraged Long AUD A’s total return for the last three months was -0.81%. This was made up of a growth return of -0.81% and an income return of 0%%. These returns were calculated as at 30 Nov 2025.

What is Rochford Leveraged Long AUD A’s one-year total return?

Rochford Leveraged Long AUD A’s one-year total return is -5.52%. This was made up of a growth return of -5.52% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

What is Rochford Leveraged Long AUD A’s three-year total return?

Rochford Leveraged Long AUD A’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 30 Nov 2025.

What is the asset allocation of the Rochford Leveraged Long AUD A managed fund?

The asset allocation of the Rochford Leveraged Long AUD A managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Who is the responsible Entity of the Rochford Leveraged Long AUD A managed fund?

The Responsible Entity for the Rochford Leveraged Long AUD A managed fund is Equity Trustees Ltd.

What sector/asset class does the Rochford Leveraged Long AUD A managed fund belong to?

The Rochford Leveraged Long AUD A managed fund belongs to the Miscellaneous sector/asset class.

What is the size of the Rochford Leveraged Long AUD A managed fund?

As at , the size of the Rochford Leveraged Long AUD A managed fund was $ million.

What is the inception date of the Rochford Leveraged Long AUD A managed fund?

The Rochford Leveraged Long AUD A managed fund has an inception date of 14 Aug 2023.

What is the current entry price of the Rochford Leveraged Long AUD A managed fund?

The current entry price of the Rochford Leveraged Long AUD A managed fund is $0.98427 per unit and the current exit price is $0.98427 per unit (as at 18 Dec 2025).

What is the current exit price of the Rochford Leveraged Long AUD A managed fund?

The current exit price of the Rochford Leveraged Long AUD A managed fund is $0.98427 per unit and the current entry price is $0.98427 per unit (as at 18 Dec 2025).

What is the minimum investment amount for the Rochford Leveraged Long AUD A managed fund?

The minimum initial investment amount for the Rochford Leveraged Long AUD A managed fund is $20,000. Minimum additional investment is $1000.

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.

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