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% (currently 4.2% pa) from dividends and franking credits paid semi annually
  • Protection: No quarterly NAV draw-downs exceeding 3%

DOWNSIDE PROTECTION 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
  • Protection over Australian XJO, ASX20 stocks, international indexes and stocks

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

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.