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Aspect Diversified Futures fund

Overview

The Aspect Diversified Futures Fund uses systematic modelling and tactical allocation to opportunistically profit from market trends as they arise. The Fund is equipped to capture profit in both rising and falling market environments, while simultaneously delivering returns that have a low correlation to the returns of traditional asset classes over the long term.

Markets

No market sector or directional preference - markets are selected for their diversification, liquidity and transaction costs

Diversified

Highly diversified managed futures investments with low correlation to traditional asset classes over the long term

Process

Quantitative process identifies market opportunities while model and proprietary statistical tools exploit market behaviour

FUND FACTS

Investment objective: To generate significant medium-term capital growth independent of overall movements in traditional stock and bond markets within a rigorous risk management framework. The Fund aims to provide a return greater than the Reserve Bank of Australia cash rate over rolling three-year periods after fees and taxes.

Inception

Style

Distribution

Holdings

Investment horizon

8 March 2010 Alternative investments, managed futures Half-yearly Over 180 of the most liquid global futures and forward markets At least 5 years
Cash limit Management Cost Performance fee Minimum Investment APIR code
N/A 1.64% 20%* $25,000 FSF1086AU

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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