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
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.
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.
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.