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  5. Tribeca Nuclear Energy Opportunities Stgy A - Managed fund profile

Tribeca Nuclear Energy Opportunities Stgy A - Managed Fund

Fund Strategy
The Fund seeks to provide investors with capital growth over the medium to long term by investing in the equity and debt of companies involved in the nuclear energy industry with a key focus on the uranium sector. The Fund's investible universe includes companies involved in the exploration, development and production of uranium assets in addition to infrastructure and service providers. The Fund will primarily invest in equities, and can have exposure via ETFs, swaps and debt.

Fund Performance Comparison

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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 14.59% 49.38% 16.91% -31.16% -0.62% 4.13% 31.15% -%
Growth return 14.59% 49.38% 16.91% -31.16% -0.72% 4.06% 31.03% -%
Income return 0% 0% 0% 0% 0.1% 0.07% 0.12% -%
Market index (S&P Global Natural Resources TR AUD)
Total return 4.85% 9.33% 7.17% 11.23% 5.55% 8.47% 15.45% 9.95%
As at 30 Jun 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
International Equities
83.60%
Australian Equities
13.92%
Cash
2.48%

General Information

Fund Details
Type Description
Tribeca Nuclear Energy Opportunities Stgy A
Equity Trustees Ltd
ETL8237AU
Equity Global Resources
Not Rated
Investment Fund
31 Jul 2018
n/a
$3.52715 (as at 30 Jun 2025)
$3.50605 (as at 30 Jun 2025)
Open
Offer information
Type Description
Minimum initial investment $500,000
Minimum additional investments $50,000

FAQs about the Tribeca Nuclear Energy Opportunities Stgy A

The objective of the Tribeca Nuclear Energy Opportunities Stgy A managed fund is

The strategy of the Tribeca Nuclear Energy Opportunities Stgy A managed fund is The Fund seeks to provide investors with capital growth over the medium to long term by investing in the equity and debt of companies involved in the nuclear energy industry with a key focus on the uranium sector. The Fund's investible universe includes companies involved in the exploration, development and production of uranium assets in addition to infrastructure and service providers. The Fund will primarily invest in equities, and can have exposure via ETFs, swaps and debt.

The APIR code of the Tribeca Nuclear Energy Opportunities Stgy A managed fund is ETL8237AU.

Tribeca Nuclear Energy Opportunities Stgy A’s total return last month was 14.59%. This was made up of a growth return of 14.59% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

Tribeca Nuclear Energy Opportunities Stgy A’s total return for the last three months was 49.38%. This was made up of a growth return of 49.38% and an income return of 0%%. These returns were calculated as at 30 Jun 2025.

Tribeca Nuclear Energy Opportunities Stgy A’s one-year total return is -31.16%. This was made up of a growth return of -31.16% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

Tribeca Nuclear Energy Opportunities Stgy A’s one-year total return is 4.13%. This was made up of a growth return of 4.06% and an income return of 0.07%. These returns were calculated as at 30 Jun 2025.

The asset allocation of the Tribeca Nuclear Energy Opportunities Stgy A managed fund is :

International Equities
100%
Australian Equities
0%
Cash
0%

The Responsible Entity for the Tribeca Nuclear Energy Opportunities Stgy A managed fund is Equity Trustees Ltd.

The Tribeca Nuclear Energy Opportunities Stgy A managed fund belongs to the Equity Global Resources sector/asset class.

As at , the size of the Tribeca Nuclear Energy Opportunities Stgy A managed fund was $ million.

The Tribeca Nuclear Energy Opportunities Stgy A managed fund has an inception date of 31 Jul 2018.

The current entry price of the Tribeca Nuclear Energy Opportunities Stgy A managed fund is $3.52715 per unit and the current exit price is $3.50605 per unit (as at 30 Jun 2025).

The current exit price of the Tribeca Nuclear Energy Opportunities Stgy A managed fund is $3.50605 per unit and the current entry price is $3.52715 per unit (as at 30 Jun 2025).

The minimum initial investment amount for the Tribeca Nuclear Energy Opportunities Stgy A managed fund is $500,000. Minimum additional investment is $50000.

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.