Absolute Return Income Equity Fund:

  • A defensive asset combining returns, income and protection
  • Designed to generate strong returns in changing markets

Investment objectives:

  • Returns: 6%-8% in trending markets, greater than 8% in changing markets, BBSW 90 + 3% in stable markets
  • Income: Minimum cash rate BBSW 90 + 3% (FY20 5.8%) paid quarterly
  • Protection: No quarterly NAV draw-downs exceeding 3%

RISK MANAGED INVESTMENT MANDATES:

  • Protection always in place with a 'hard' defined risk parameter (eg. no quarterly losses to exceed 5%)
  • Investors limits on tactical allocation changes from capital gains tax consequences
  • Mandate of key Asia Pacific indexes such as Australian ASX 200, Hong Kong HSI, Japan Nikkei

Investment objectives:

  • Always have protection in place and maximise returns within a 'hard' defined risk parameter while minimising costs

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Meet Our Team

Broad experience in a wide range of disciplines, particularly in finance and the financial markets in the Asia Pacific region.

Craig

Craig Racine

Managing Director
Chief Investment Officer
Peter

Peter Clifton

Chairman
Board of Directors
Andrew

Andrew Smith

Compliance & Risk Management
David Barwise

David Barwise

Director
Leo

Leo Tang

Senior Investment Officer
Peter

Peter Donnellon

Institutional Sales
Gemma

Gemma Malone

Office Manager
Gemma

Peter Keating

Senior Investment Operations Manager

Our team has extensive experience domestically and globally, as investors, as non-executive directors, and as senior management in funds management, private equity, industry, investment banking, and equity research.

*Past performance is not an indicator of future performance.