Tribeca Partners 2050 Strategy A - Managed Fund

Fund Objective

The Fund is a multi-strategy fund which consists of various classes with different strategies. The trustee may offer and ossue different classes of units in the Fund. The Units are in one such class. Each class if unites issued in the Fund will confer the rights in relation to specific assets that have been acquired using the application monies paid by the unit holders in that class.

Fund Strategy

The investment objective of the 2050 Strategy is to seek to generate attractive risk-adjusted absolute returns. The Units will provide specialised exposure to the burgeoning universe of investment opportunities represented by decarbonisation. In order to meet the world's goals of net-zero carbon emissions by the year 2050, demand for the commodities exposed to such a thematic is expected to grow exponentially driving by the potential for out-sized long-term returns.

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

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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	-%	50.67%	52.68%	-0.26%	-3.24%	-3.56%	-%	-%
Growth return	50.67%	50.67%	52.68%	-0.26%	-3.24%	-3.56%	-%	-%
Income return	-%	0%	0%	0%	0%	0%	-%	-%
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 Sep 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	Tribeca Partners 2050 Strategy A
Responsible Entity	Equity Trustees Ltd
APIR Code	ETL7631AU
Sector/Asset Class	Alternative - Other
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	30 Jun 2022
Fund Size	n/a
Entry Price	$0.93921 (as at 30 Sep 2025)
Exit Price	$0.93359 (as at 30 Sep 2025)
Fund Status	Open

Offer information

Type	Description
MER	2% (as at 17 Aug 2023)
Minimum initial investment	$500,000
Minimum additional investments	$50,000

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FAQs about the Tribeca Partners 2050 Strategy A

What is the objective of the Tribeca Partners 2050 Strategy A managed fund?

The objective of the Tribeca Partners 2050 Strategy A managed fund is The Fund is a multi-strategy fund which consists of various classes with different strategies. The trustee may offer and ossue different classes of units in the Fund. The Units are in one such class. Each class if unites issued in the Fund will confer the rights in relation to specific assets that have been acquired using the application monies paid by the unit holders in that class.

What is the strategy for the Tribeca Partners 2050 Strategy A managed fund?

The strategy of the Tribeca Partners 2050 Strategy A managed fund is The investment objective of the 2050 Strategy is to seek to generate attractive risk-adjusted absolute returns. The Units will provide specialised exposure to the burgeoning universe of investment opportunities represented by decarbonisation. In order to meet the world's goals of net-zero carbon emissions by the year 2050, demand for the commodities exposed to such a thematic is expected to grow exponentially driving by the potential for out-sized long-term returns.

What is the APIR code of the Tribeca Partners 2050 Strategy A managed fund?

The APIR code of the Tribeca Partners 2050 Strategy A managed fund is ETL7631AU.

What was Tribeca Partners 2050 Strategy A’s total return last month?

Tribeca Partners 2050 Strategy A’s total return last month was -%. This was made up of a growth return of 50.67% and an income return of -%. These returns were calculated as at 30 Sep 2025.

What was Tribeca Partners 2050 Strategy A’s total return for the last three months?

Tribeca Partners 2050 Strategy A’s total return for the last three months was 50.67%. This was made up of a growth return of 50.67% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

What is Tribeca Partners 2050 Strategy A’s one-year total return?

Tribeca Partners 2050 Strategy A’s one-year total return is -0.26%. This was made up of a growth return of -0.26% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

What is Tribeca Partners 2050 Strategy A’s three-year total return?

Tribeca Partners 2050 Strategy A’s one-year total return is -3.56%. This was made up of a growth return of -3.56% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

What is the asset allocation of the Tribeca Partners 2050 Strategy A managed fund?

The asset allocation of the Tribeca Partners 2050 Strategy 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 Tribeca Partners 2050 Strategy A managed fund?

The Responsible Entity for the Tribeca Partners 2050 Strategy A managed fund is Equity Trustees Ltd.

What sector/asset class does the Tribeca Partners 2050 Strategy A managed fund belong to?

The Tribeca Partners 2050 Strategy A managed fund belongs to the Alternative - Other sector/asset class.

What is the size of the Tribeca Partners 2050 Strategy A managed fund?

As at , the size of the Tribeca Partners 2050 Strategy A managed fund was $ million.

What is the inception date of the Tribeca Partners 2050 Strategy A managed fund?

The Tribeca Partners 2050 Strategy A managed fund has an inception date of 30 Jun 2022.

What is the current entry price of the Tribeca Partners 2050 Strategy A managed fund?

The current entry price of the Tribeca Partners 2050 Strategy A managed fund is $0.93921 per unit and the current exit price is $0.93359 per unit (as at 30 Sep 2025).

What is the current exit price of the Tribeca Partners 2050 Strategy A managed fund?

The current exit price of the Tribeca Partners 2050 Strategy A managed fund is $0.93359 per unit and the current entry price is $0.93921 per unit (as at 30 Sep 2025).

What is the minimum investment amount for the Tribeca Partners 2050 Strategy A managed fund?

The minimum initial investment amount for the Tribeca Partners 2050 Strategy 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.

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