FUND PROFILE

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  • Actively Managed Global Markets fund investing in highly liquid exchange traded derivatives contracts aiming to benefit in rising (long position) or falling (short positions) markets across   global equities, fixed income, currencies and commodities.Three different classes of Units providing different risk profiles – ranging from only 0.5% risk per trade to more than 2% risk per trade
  • Minimum Investment of $100,000
  • Available to wholesale investors only
  • Inception Date:1 September 2014
  • Distribution Frequency: Quarterly after 31 August 2015)
  • Benchmark:  RBA Cash Rate
  • Trustee:  Anderson’s Investment Services Pty Ltd
  • Fees: Asset Fee: 2.00% p.a. (of net asset value of fund & exclusive of GST)
    Performance Fee: For details on our performance fees please refer to the information memorandum dated 20 August 2014
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