In today's uncertain investment environment investors need an investment that is quick to adapt to changing conditions - the 2020 Absolute Return Fund has been designed to capitalise on opportunities in markets that are not always efficient.
The 2020 Absolute Return Fund is a managed fund focused on producing absolute returns via an actively traded portfolio of highly liquid cash and exchange-traded derivative instruments across four asset classes:
- Equities
- Fixed income
- Currencies
- Commodities
Exposure to these alternative strategies, which generally have a low correlation with the performance of investments in a shares, fixed interest or commodities portfolio, has the potential to provide additional diversification for your portfolio.
Fund Benefits
- Absolute returns in rising and falling markets
- Capital preservation through disciplined risk management
- Access to talented and experienced investment professionals
- Alignment of investor and fund manager interests through co-investing
- Access to liquidity
The 2020 Funds Management investment team of
Vincent Hua and
JT Lam are former senior executives of major financial institutions with experience across all major asset sectors in all market cycles. The investment process is grounded by their institutional risk management experience. In addition, we have committed to minimising operational risk by engaging the best service providers in the industry.
Fund Features
| Fund |
Summary |
| Fund Objective |
The Fund seeks to generate positive returns in excess of the RBA Official Cash Rate, regardless of conditions in the Australian equity market or any other single asset class. |
| Minimum investment |
AU$50,000 |
| Applications |
Daily |
| Valuations |
Daily pricing |
| Liquidity |
Daily withdrawals |
| Distributions |
Annually, as at 30 June |
Applications
2020 Funds Management is the Investment Manager of the 2020 Absolute Return Fund. Perpetual Trust Services Limited ABN 48 000 142 049 AFSL number 236648 is the Responsible Entity of the 2020 Absolute Return Fund and is the issuer of the PDS for the 2020 Absolute Return Fund. The relevant PDS should be considered before making a decision about any product. There are risks associated with investing in the Fund and are set out in the product disclosure statement.