All Seasons Fund
Australian Fiduciaries Limited ABN 22 601 228 844 (‘AFL’) is the responsible entity of the Global SRI All Seasons Fund ARSN 629 361 600 (the ‘Fund’), and the holder of AFS Licence number 465658.
The Fund provides investors with a unique opportunity, as
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). 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. The Fund seeks to maintain an overall portfolio volatility in the range of 4% to 8% (annualised standard deviation of monthly returns), over rolling 10-year periods.
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.
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