All Seasons Fund
Australian Fiduciaries Limited ABN 22 601 228 844 (‘AFL’) is the responsible entity of the Rushton All Seasons Fund ARSN 629 361 600 (the ‘Fund’), and the holder of AFS Licence number 465658.
The PDS available on the documents page relates to the Retail (Direct) Units and Wholesale (IDPS) Units of the Fund.
The Fund offers an opportunity for investors to participate in an ASIC registered managed investment scheme, which holds a multi-asset class portfolio of investments broadly diversified across a set of global assets, strategies and risk premia.
The Fund aims to provide investors with stable returns, over and above the rate of inflation, through investment in a globally diversified portfolio of assets and complimentary investment strategies. The Fund seeks to achieve this outcome over rolling 10-year periods with only moderate volatility of returns and an overarching focus on capital preservation.
The Fund contains numerous actively managed components but operates in accordance with a strategic asset allocation that is considered optimal, on a ‘through the cycle’ basis.
Note: The value of your investment in the Fund may rise and fall over time. All investing involves risk. Please download, read and consider the PDS.
Should you have any queries, please contact us by email at: firstname.lastname@example.org, or call us on (07) 3272 6000.
Rushton Financial Services Pty Ltd (the ‘Investment Manager’) is the investment manager of the Rushton All Seasons Fund and is an Authorised Representative (number 470826) of AFL.
The Fund is an objective based multi-asset registered managed investment scheme. The Fund invests in a portfolio of assets and investment strategies diversified across asset classes, sources of returns (from different asset types and various investment strategies) and investment managers. The diverse nature of the Fund’s investment universe and broad investment ranges ensures that it has the necessary flexibility to effectively
Disclaimer: © 2020 Australian Fiduciaries Limited ABN 22 601 228 844 (‘AFL’) is the holder of AFS Licence number 465658. Before making a decision to invest in a financial product, investors should carefully review the Product Disclosure Statement (PDS) or Information Memorandum (IM), as applicable, and consider whether the investment is appropriate to their needs, objectives and circumstances. The past performance of any investment is not a reliable indicator of future performance.You can access all our important documents here.