Unlisted Managed Investment Reports
Flinders Emerging Companies Trust - Aust. Equities Small Cap - Fundamentally Based, Long-Only, High Conviction
Sunday, June 8, 2014IIR has a high degree of conviction in the investment’s team to to generate alpha over the medium term and over a full economic cycle. The team is experienced, capable and has
a collegiate, flat culture where there is a high degree of co-ownership and accountability
of investment decisions.
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CBG Australian Equities Fund - Fund outperforms the ASX 200 index - Track Record Proven
Tuesday, March 11, 2014The Manager has proven that they have the ability to pick stocks and sectors that outperform the benchmark index. Since inception in March
2006, the fund has generated an average rolling annual return of 8.5% to 30 June 2014,
compared to the benchmark average rolling annual return of 6.6%.
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BT Group - High Growth Managed Fund Portfolio -
Sunday, January 12, 2014IIR views the portfolio as thoughtfully constructed with the investment team undertaking a
comprehensive due diligence process on funds and managers before considering them for
inclusion in the portfolio. Furthermore, the investment team remains in constant contact with the managers to monitor any changes or issues that may arise
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CBG Australian Equities Fund - Fund outperforms the ASX 200 index - Track Record Proven
Saturday, January 4, 2014The Manager has proven that they have the ability to pick stocks and sectors that outperform the benchmark index. Since inception in March
2006, the fund has generated an average rolling annual return of 7.8% to 31 January 2014,
compared to the benchmark average rolling annual return of 6.1%.
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Alpha Alternatives Fund - Portfolio of Goldmans Sachs Alternative Beta Funds
Sunday, November 24, 2013The Alpha Alternatives Fund (the Fund) is a fund of hedge funds issued and managed by Alpha
Fund Managers Pty Ltd (the Manager), a boutique asset management company founded in 2007. The Fund invests in five Goldman Sachs Alternative Beta Funds.
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