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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 31/05/2024 | 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 | -0.48% | 3.18% | 3.78% | -3.49% | 5.24% | 4.08% | 5.15% |
RBA Cash Rate | 0.36% | 1.08% | 4.25% | 2.32% | 1.57% | 1.68% | 1.76% |
Alpha | -0.84% | 2.10% | -0.47% | -5.81% | 3.67% | 2.40% | 3.39% |
Disclaimer
Disclaimer
Fund Name | 31/03/2024 | 31/12/2023 | 30/09/2023 | 30/06/2023 | 31/03/2023 | Distribution Frequency |
---|---|---|---|---|---|---|
Ellerston Australian Absolute Return Fund | Nil | Nil | Nil | Nil | Nil | Half-Yearly |
Disclaimer
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