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Overview

Acadian’s Diversified Alpha fund is a global absolute return strategy that seeks to generate modest positive returns in most market environments, with a low correlation to a variety of asset classes. This is achieved by using Acadian’s systematic process to invest in fundamentally attractive and lower risk global equities, while shorting unattractive, higher risk stocks. The fund also offers daily liquidity and is hedged to AUD.

Analysis

Systematic, bottom-up analysis converts insights into risk and return forecasts

Equity

Limited equity exposure and low correlation to equities and other asset classes

Broadly distributed

Broadly distributed across the market cap spectrum

FUND FACTS

Investment objective: To provide absolute returns in excess of the Reserve Bank of Australia cash rate before fees and taxes over rolling three-year periods. This will be achieved by investing in fundamentally attractive, low beta stocks and short selling fundamentally unattractive, higher risk, high beta stocks within developed markets while carefully controlling portfolio risk and transaction costs.

Inception

Style

Distribution

Holdings

Investment horizon

17 August 2016 Global equity long/short, beta neutral
Half Yearly 300-1,500 stocks At least 5 years
Active stock limit Liquidity Management cost Minimum Investment APIR code
1.75% Daily 1.30% pa $25,000 FSF1811AU

Resources

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.


From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.

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