Vantage Point Australian Alt Income A - Managed Fund

Fund Objective

The Fund's objective is to maximize absolute returns through investment in a diversified range of liquid assets. The Fund's target benchmark is the Australian overnight cash rate plus 3% over the investment cycle.

Fund Strategy

The Fund's investment strategy is to invest in a diversified portfolio of liquid investments (including equity; credit; fixed income; money market securities and instruments; as well as derivatives) as individual asset behave differently through the investment cycle. The Manager will seek to respond to phases where asset prices move away from a reasonable valuation; especially where there has been an emotional overreaction and price has been driven by non-fundamental factors.

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.

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Fees Comparison

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

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	0.22%	-0.37%	0.72%	4.19%	-%	-%	-%	-%
Growth return	0.22%	-0.37%	0.72%	4.19%	-%	-%	-%	-%
Income return	0%	0%	0%	0%	-%	-%	-%	-%
Market index (RBA Bank accepted Bills 90 Days)
Total return	0.31%	0.92%	1.92%	4.15%	4.24%	3.96%	2.46%	2.04%

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

Alternatives: 24.42%

Australian Equities: 3.94%

International Equities: 8.09%

Cash: 23.87%

Property & Infrastructure: 2.32%

Fixed Interest: 37.36%

General Information

Fund Details

Type	Description
Fund Name	Vantage Point Australian Alt Income A
APIR Code	VPA8703AU
Sector/Asset Class	Alternative - Other
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	16 Jan 2024
Fund Size	n/a
Entry Price	$1.06047 (as at 30 Jun 2025)
Exit Price	$1.06047 (as at 30 Jun 2025)
Fund Status	Open

Offer information

Type	Description
Minimum initial investment	$100,000

FAQs about the Vantage Point Australian Alt Income A

What is the objective of the Vantage Point Australian Alt Income A managed fund?

The objective of the Vantage Point Australian Alt Income A managed fund is The Fund's objective is to maximize absolute returns through investment in a diversified range of liquid assets. The Fund's target benchmark is the Australian overnight cash rate plus 3% over the investment cycle.

What is the strategy for the Vantage Point Australian Alt Income A managed fund?

The strategy of the Vantage Point Australian Alt Income A managed fund is The Fund's investment strategy is to invest in a diversified portfolio of liquid investments (including equity; credit; fixed income; money market securities and instruments; as well as derivatives) as individual asset behave differently through the investment cycle. The Manager will seek to respond to phases where asset prices move away from a reasonable valuation; especially where there has been an emotional overreaction and price has been driven by non-fundamental factors.

What is the APIR code of the Vantage Point Australian Alt Income A managed fund?

The APIR code of the Vantage Point Australian Alt Income A managed fund is VPA8703AU.

What was Vantage Point Australian Alt Income A’s total return last month?

Vantage Point Australian Alt Income A’s total return last month was 0.22%. This was made up of a growth return of 0.22% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

What was Vantage Point Australian Alt Income A’s total return for the last three months?

Vantage Point Australian Alt Income A’s total return for the last three months was -0.37%. This was made up of a growth return of -0.37% and an income return of 0%%. These returns were calculated as at 30 Jun 2025.

What is Vantage Point Australian Alt Income A’s one-year total return?

Vantage Point Australian Alt Income A’s one-year total return is 4.19%. This was made up of a growth return of 4.19% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

What is Vantage Point Australian Alt Income A’s three-year total return?

Vantage Point Australian Alt Income 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 Jun 2025.

What is the asset allocation of the Vantage Point Australian Alt Income A managed fund?

The asset allocation of the Vantage Point Australian Alt Income A managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

What sector/asset class does the Vantage Point Australian Alt Income A managed fund belong to?

The Vantage Point Australian Alt Income A managed fund belongs to the Alternative - Other sector/asset class.

What is the size of the Vantage Point Australian Alt Income A managed fund?

As at , the size of the Vantage Point Australian Alt Income A managed fund was $ million.

What is the inception date of the Vantage Point Australian Alt Income A managed fund?

The Vantage Point Australian Alt Income A managed fund has an inception date of 16 Jan 2024.

What is the current entry price of the Vantage Point Australian Alt Income A managed fund?

The current entry price of the Vantage Point Australian Alt Income A managed fund is $1.06047 per unit and the current exit price is $1.06047 per unit (as at 30 Jun 2025).

What is the current exit price of the Vantage Point Australian Alt Income A managed fund?

The current exit price of the Vantage Point Australian Alt Income A managed fund is $1.06047 per unit and the current entry price is $1.06047 per unit (as at 30 Jun 2025).

What is the minimum investment amount for the Vantage Point Australian Alt Income A managed fund?

The minimum initial investment amount for the Vantage Point Australian Alt Income A managed fund is $100,000.

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.

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