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News

Stevens in new role at hedge fund investor

Perth-based hedge fund investor NWQ has signed up former Reserve Bank governor Glenn Stevens as it ramps up efforts to attract offshore investors to the Australian hedge fund scene.

September 27, 2017
News

NWQ looks overseas

West Perth-based fund manager NWQ has opened an office in New York as the business looks to the North American market.

May 19, 2017
News

What stocks the short-sellers have in their sights in 2017

Trump, Brexit and the carnage in the bond market caused only fleeting moments of panic in the dash for trash that was 2016 – when stocks of any quality shot…

January 6, 2017
News

Memo to investors in 2017: hedge your equities, and sell your bonds

Read Jonathan Horton’s latest column featured in The Sydney Morning Herald and The Age.
Jon Horton | The Sydney Morning Herald 4 January 2017

January 4, 2017
News

NWQ wins national fund manager award

West Perth-based NWQ Capital Management has beaten off competition from rivals in Sydney and Melbourne to be named Australia’s best hedge fund investor. Led by chief investment officer Jonathan Horton,…

September 16, 2016
News

High flying Australian hedge funds attract global interest

For so long they’ve been overlooked by the nation’s $2.4 trillion pool of superannuation savings for being too risky, too small and too expensive.

August 12, 2016
News

Stevens in new role at hedge fund investor

Perth-based hedge fund investor NWQ has signed up former Reserve Bank governor Glenn Stevens as it ramps up efforts to attract offshore investors to the Australian hedge fund scene.

September 27, 2017
News

NWQ looks overseas

West Perth-based fund manager NWQ has opened an office in New York as the business looks to the North American market.

May 19, 2017
News

What stocks the short-sellers have in their sights in 2017

Trump, Brexit and the carnage in the bond market caused only fleeting moments of panic in the dash for trash that was 2016 – when stocks of any quality shot…

January 6, 2017
News

Memo to investors in 2017: hedge your equities, and sell your bonds

Read Jonathan Horton’s latest column featured in The Sydney Morning Herald and The Age.
Jon Horton | The Sydney Morning Herald 4 January 2017

January 4, 2017
News

NWQ wins national fund manager award

West Perth-based NWQ Capital Management has beaten off competition from rivals in Sydney and Melbourne to be named Australia’s best hedge fund investor. Led by chief investment officer Jonathan Horton,…

September 16, 2016
News

High flying Australian hedge funds attract global interest

For so long they’ve been overlooked by the nation’s $2.4 trillion pool of superannuation savings for being too risky, too small and too expensive.

August 12, 2016

NWQ Fiduciary Fund

Low volatility. High sharpe. Diversifying returns.

30.0%
cumulative return
6.1%
return (p.a)
4.8%
standard deviation (p.a)
0.8
sharpe ratio

Risk vs Return Since Inception (May 2013 – September 2017)*

*The performance data shown is for a Wholesale A investor in the NWQ Fiduciary Fund where a management fee of 0.50% p.a. and a performance fee of 5.00% (subject to performance hurdle and high water mark) have been deducted along with estimated ordinary expenses of 0.50% p.a. and assuming the reinvestment of distributions. Past performance is no guarantee of future performance.