Global SRI Ethical Alpha Fund

Global SRI Ethical Alpha Fund

Australian Fiduciaries Limited ABN 22 601 228 844 (‘AFL’) is the responsible entity of the Rushton All Seasons Fund ARSN 629 361 315 (the ‘Fund’), and the holder of AFS Licence number 465658.

The PDS available on this page relates to the Conservative, Balanced, Growth and High Growth Units of the Fund.

The Fund provides investors with a unique opportunity, as

  • It provides access to a collection of highly intelligent investments that are operated by an experienced team of professionals and would be challenging to access elsewhere;
  • Focuses almost exclusively on active management – in a world where an increasing proportion of investment capital is managed passively, a lot of opportunities are being missed and the Fund is well positioned to seek them out;
  • Our investments are far less linked to the performance of the economic cycle than most ‘balanced’ or ‘diversified’ investments and our analysis shows that this is likely to result in the Fund weathering an economic or financial market downturn much better than funds which invest the vast bulk of their assets in public equity markets;
  • We are genuinely diversified across a very broad range of assets and strategies and this is critical from a risk management perspective; and
  • We are actively doing good – rather than just seeking to generate strong returns, which is obviously important, our investments are focused on areas of the economy and in strategies where we can have a positive social impact, so everybody wins.

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. Exposure to these assets and strategies can be via investment in underlying funds, or through direct investment into securities and assets.

The diverse nature of the Fund’s investment universe and broad investment ranges ensures that it has the necessary flexibility to effectively allocate to and select those assets and strategies that, in combination, target the highest probability of achieving the Fund’s investment objectives in all market environments.

The Fund considers the risk of its asset allocation within the context of the various phases of the economic cycle, within a framework that is designed to identify, understand and minimise any inherent downside risk within the Fund. The resulting portfolios are therefore, broadly diversified across a wide range of assets, strategies and risk premia, which are designed, constructed and monitored in the context of the Fund’s investment objectives.

Key Documents

Go the the funds key documents page

See Also

  All Seasons Fund

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.

Product page

Disclaimer: 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.