The Fund, which commenced in May 2013, is open to wholesale investors.
The Fund utilises a research driven, fund of fund approach to generate returns and is designed to complement traditional investments, such as stocks, bonds, and property, and form part of a diversified and balanced portfolio.
By adopting this approach, the Fund seeks to deliver consistent, positive returns irrespective of whether the equity market is rising or falling. It aims to deliver these returns with a lower level of volatility than the broader Australian stock market over the medium to long term.
We believe that our approach of constructing a portfolio of carefully selected equity hedge fund managers is the most prudent way for investors to gain exposure to this asset class within a traditional investment portfolio. The Fund offers meaningful exposure to the returns generated by Australia’s leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investment.
Performance
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.
Unit Pricing Since Inception
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The NWQ Fiduciary Fund performance is reported on by Eurekahedge, a world leading independent data provider in hedge fund news, indices and databases.
The Fund has regularly featured in the top 10 funds for its category (Fund-of-Funds, Asia Pacific, Multi-Strategy) and was globally ranked in the top 10 of all funds (all Fund-of-Funds, all Geographies, all Strategies) in 2015.