Unlisted Managed Investment Reports

Atlantic Pacific Australian Equity Fund - Long-Short, Absolute Returns, High Conviction - 3 Year Track Record Indicating Solid Performance
Monday, October 24, 2016
This fund generates alpha superior to risk-adjusted returns over the medium and long term
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Flinders Emerging Companies Trust - Aust. Equities Small Cap - Fundamentally Based, Long-Only, High Conviction
Tuesday, October 18, 2016
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.
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CBG Australian Equities Fund - Australian Equities - ASX 200
Thursday, March 31, 2016
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
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JOHCM Global Opportunities Fund - Long-Only, High Conviction, International Equities - Rigorous Investment Process
Tuesday, September 29, 2015
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
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Australian Property Opportunities Fund I - Annual Yield of 6.8% - Managed by Fort Street Capital
Wednesday, August 12, 2015
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.
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