A truly global markets solution
for Australian investors.

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The NWQ Global Markets Fund (Fund)

The Fund, which commenced in September 2018, is open to wholesale investors.

The Fund is designed to provide investors with access to a diversified portfolio of the world’s leading liquid alternatives managers. The Fund is comprised of between 8 and 15 underlying managers that implement one of the following four strategies: Commodities, FX, Global Macro, and Managed Futures. These strategies are characterised by their low correlation to other asset classes and therefore have diversification benefits for the typical investor with exposure to equities, fixed income, and property. Further, within each of these strategies the underlying managers are unique and differ in terms of their approach (systematic/discretionary), trading horizon (short/medium/long term), and/or investible universe.

The underlying managers are carefully selected and generally exhibit low correlation to one another, which leads to the portfolio generally having a lower volatility than investing in only a handful of these managers. The Fund is managed to a volatility target of approximately 15% p.a. over the long term and utilises leverage to achieve this outcome.

We believe that this is the optimal approach to investing in liquid alternatives and the Fund is a compelling single investment solution for Australian investors.

For information on how to invest, please click here.

Performance Table (September 2018 - November 2018)

Performance
NWQ Global Markets Fund
S&P/ASX200 Accumulation Index
Bloomberg ausbond composite index
rba cash
1 month
-1.97%
-2.21%
0.24%
0.12%
3 months
1.09%
-9.28%
0.30%
0.37%
1 year
-
-
-
-
Return Since Inception September 2018
1.09%
-9.28%
0.30%
0.37%
Standard Deviation Since Inception September 2018
-
-
-
-

Calendar Year

year
jan
feb
mar
apr
may
jun
jul
aug
sep
oct
nov
dec
ytd
2018
-
-
-
-
-
-
-
-
-0.38%
3.51%
-1.97%
1.09%

Financial Year (1 July to 30 June)

Year
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
ytd
2018-19
-
-
-0.38%
3.51%
-1.97%
1.09%

Download our Monthly Performance Reports

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