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 30/09/2024 | 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 | 2.84% | 7.76% | 11.85% | -4.00% | 3.81% | 3.53% | 5.46% |
RBA Cash Rate | 0.35% | 1.08% | 4.34% | 2.80% | 1.79% | 1.74% | 1.83% |
Alpha | 2.49% | 6.68% | 7.51% | -6.79% | 2.02% | 1.79% | 3.62% |
Disclaimer
Disclaimer
Fund Name | 30/06/2024 | 31/12/2023 | 30/06/2023 | 31/12/2022 | 30/06/2022 | Distribution Frequency |
---|---|---|---|---|---|---|
Ellerston Australian Absolute Return Fund | Nil | Nil | Nil | Nil | Nil | Half-Yearly |
Disclaimer
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