Australian Fiduciaries Limited ABN 22 601 228 844 (‘AFL’) is a Brisbane based, ASIC licensed (AFSL No. 465658), financial services firm that was established by a team of financial industry professionals to act as a trustee or responsible entity for innovative managed investment schemes, including highly diversified, multi-asset class investment strategies.
In its role as responsible entity of a registered managed investment scheme, AFL is responsible for ensuring that the Fund is operated in accordance with the Fund’s constitution, which has been lodged with the Australian Securities and Investments Commission (‘ASIC’). For each registered scheme, a compliance plan has also been lodged with ASIC and AFL has appointed an independent compliance committee to periodically review the adherence of each registered scheme to its compliance plan, which sets out the key processes, systems and structures that AFL will apply to ensure compliance with the Corporations Act, the Fund’s constitution and financial services laws. Each compliance plan is required to be audited annually and the audit report is lodged with ASIC.
To assist AFL in performing its duties as the responsible entity of each registered scheme, AFL has appointed a series of independent service providers, as follows:
Further information on AFL and the service providers for each registered scheme can be found in the relevant Product Disclosure Document (PDS).
AFL may also, from time to time, act as the Trustee of unregistered managed investment schemes and where this is the case, details will be provided in the relevant offer document.
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
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 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
Disclaimer: © 2021 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.