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Issue: February 2011
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For a number of months now I have been hinting at new developments at 2020 and now I am able to share with you our big news.

Since 1997, 2020 DIRECTINVEST has advocated the importance of separating financial advice from product sales and in turn, saved our customers thousands of dollars in unnecessary fees.  In recent times this message is finally being heard by the financial services industry and new laws will eliminate adviser commissions at the beginning of the 2012/2013 financial year.

As new challenges emerged in the aftermath of the GFC, I felt there were a number of investor needs that were being overlooked by the market.  As a result I made a decision to expand 2020’s business to provide more boutique investment choices and I am pleased to introduce 2020 Funds Management

I have been joined by four highly experienced partners whose skills reach far beyond just investment management.  Having operated at the most senior levels of the banking and finance industries, they possess the unique insights and knowledge that can only come from years of successfully operating major Australian companies.

I’d like to draw your attention to the first fund – the 2020 Absolute Return Fund.  Personally I believe that this fund is right for today’s investment environment.  Our strong belief in what we do is highlighted by the fact that the partners of 2020 invest our own money right alongside yours - I would not ask you to invest in anything I was not prepared to invest in myself, and so, I have invested a significant amount of my own money into this fund.

I encourage you to spend a little time reviewing our new offering and I invite you to contact me on 1800 352 021 to discuss how an investment with 2020 Funds Management can enhance your returns and diversify your portfolio.


Michael Lannon
Founder & Executive Director


2020 Funds Management Featured Fund

2020 Absolute Return Fund


Irrespective of market direction, investors need an investment that can quickly adapt to changing market conditions. The 2020 Absolute Return Fund has been designed with the aim of achieving consistent, absolute returns that have a low correlation with traditional asset classes. This low correlation can enhance your portfolio's return and simultaneously reduce its volatility.

Key Features & Benefits
  • Potential for positive returns in rising and falling markets.
  • Principal focus on capital preservation through highly disciplined risk management.
  • Access to talented and experienced investment professionals who co-invest alongside you.
  • Easy access to your investment with daily withdrawals.
2020 Absolute Return Fund is available through 2020 DIRECTINVEST with a reduced minimum investment amount.

Find out more 
Market Update: modest returns for global sharemarkets
 
The first month of the new year saw modest returns for global sharemarkets after a strong finish in 2010.

The Australian sharemarket was almost unchanged in January, with the S&P/ASX 200 Accumulation Index adding just 0.2%.

Read the latest Market Updates
Education: Global macro hedge funds





This month saw the launch of 2020 Absolute Return Fund, which utilises a particular alternative investment strategy known as global macro investing. 

Alternative investments can enhance the return whilst simultaneously lowering the overall risk of your investment portfolio.

Read: Global Macro Hedge Funds to understand how they work and their key benefits.

Standard & Poor's re-rated funds
Below is a list of recently fund re-ratings by Standard & Poor's. See our website for complete fund re-ratings:

Fund
Rating change
BlackRock Global High Conviction Fund
Not Rated
Invesco Global Matrix Fund Hedged
Not Rated
Perpetual WealthFocus - BT International Share Fund
Not Rated

Find out what the star ratings mean
See all recently re-rated Managed Funds
See all recently re-rated Super Funds
See all recently re-rated Pension Funds
Latest Offers
Fund Bites
  • New Wealthtrac Portfolio Service and Wealthtrac Superannuation Master Trust due 1 March 2011.
  • New PM Capital PDS due 14 February 2011.
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