This fund generates alpha superior to risk-adjusted returns over the medium and long term

First 12-months of performance has been encouraging, the with the Manager achieving its objective and alpha coming from a broad range of stocks. The overall fee level is on the high side, on account of the 20% performance fee, but nevertheless well structured. Overall, IIR rates the Flinders Emerging Companies Trust RECOMMENDED.

The fund aims to outperform the S&P/ASX 200 Accumulation Index over a rolling five-year period (before fees and expenses) and seeks to generate capital growth with some income for unit holders

IIR has a high degree of conviction in the investment’s team ability to continue to generate alpha over the medium term and superior risk-adjusted returns over a full economic cycle. This is based on a range of factors

This is an unlisted property fund that provides exposure to small-to-mid-value ($15-$50M) commercial property in east coast Australia. Since raising $160.7M in July 2013, the Fund has acquired six properties.