The
2020 Dynamic Australian Equity Fund has been specifically designed to complement and enhance your current portfolio allocation to Australian equities. By utilising options and derivatives to enhance and/or protect returns, the Fund aims to produce superior returns with lower volatility than a traditional equity fund.
The Fund invests in an actively managed portfolio of Australian securities listed on the ASX and related derivative instruments. Using a range of dynamic strategies, the Fund seeks to take advantage of any market mispricing we believe exists and deliver superior returns.
The Fund may also invest in securities expected to be listed on the ASX.
The Fund is not constructed according to any benchmark, sector, or market capitalisation. The dynamic nature of the Fund’s investment strategies will provide an opportunity to generate additional returns from individual securities, sectors, special events or momentum-driven themes within the Australian market.
Key Benefits
- Enhanced returns from Australian securities
- Dynamic manage strategies to capture opportunities
- Unique investment opportunities
- Access to talented and experienced investment professionals
- Alignment of investor and fund manager interests through co-investing
The Fund’s investment team of
Vincent Hua and
Patrick Handley, supported by 2020’s management team, are skilled investment managers and former senior executives of major financial institutions with experience across all major asset sectors in all market cycles. This experience, combined with indepth research, gives the team the unique insights and knowledge that can only come from years of operating and investing in Australian companies.
As with all 2020 Fund Management’s investment opportunities, investments are continuously evaluated in order to determine their inclusion in the Fund through a fully integrated risk management framework as overseen by Chief Risk Officer
JT Lam. 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 aims to generate superior returns in excess of the return S&P/ASX 200 Accumulation Index. The Fund focuses on delivering returns through capital growth and income. |
| Minimum investment |
AU$50,000 |
| Applications |
Daily |
| Valuations |
Daily pricing |
| Liquidity |
Monthly withdrawals |
| Distributions |
Annually, as at 30 June |
Only pay for outperformance on your investment
As a unique advantage to investors, the performance fee is calculated separately for each unit rather than in respect of the fund’s performance as a whole. This means that an investor does not pay a performance fee unless the particular unit held by that investor has outperformed the Benchmark.
Applications
2020 Funds Management is the Investment Manager of the 2020 Dynamic Australian Equity Fund. Perpetual Trust Services Limited ABN 48 000 142 049 AFSL number 236648 is the Responsible Entity of the 2020 Dynamic Australian Equity Fund and is the issuer of the PDS for the 2020 Dynamic Australian 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.