
Ellerston Australian Absolute Return Fund
Minimum initial investment amount: $10,000
Minimum additional investment amount: $5,000
Recommended investment period: Minimum: 5 years
Returns uncorrelated to traditional asset classes with a strong focus on capital preservation.
Apply NowThe Fund uses a “Fundamental bottom-up” stock picking approach with the aim of generating returns from core holdings and select investments on an opportunistic basis. The strategy also utilises a top down view to adjust investment exposures accordingly.
As at 30/04/2025 | 1 Month | 3 Months | 1 Year | 3 Years p.a. | 5 Years p.a. | 10 Years p.a. | Since Inception p.a. |
---|---|---|---|---|---|---|---|
Ellerston Australian Absolute Return Fund | 1.06% | 0.19% | 5.93% | -2.26% | 5.39% | 3.34% | 5.29% |
RBA Cash Rate | 0.33% | 1.00% | 4.30% | 3.61% | 2.21% | 1.85% | 1.95% |
Alpha | 0.73% | -0.81% | 1.63% | -5.87% | 3.18% | 1.49% | 3.34% |
Disclaimer
Disclaimer
Fund Name | 31/12/2024 | 30/06/2024 | 31/12/2023 | 30/06/2023 | 31/12/2022 | Distribution Frequency |
---|---|---|---|---|---|---|
Ellerston Australian Absolute Return Fund | Nil | Nil | Nil | Nil | Nil | Half-Yearly |
Disclaimer
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