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Fund Facts
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Legal structure
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Investment Trusts
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Fund inception date
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30 Apr 2007
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Fund objective
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To magnify long-term returns from capital growth by borrowing to invest in predominantly Australian companies.
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Fund strategy
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To invest in a diversified portfolio of predominantly Australian companies. The investments are managed by a number of boutique Australian share managers, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager. The option?s gearing effectively magnifies returns from the underlying investments, whether they are gains or losses.
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Fund size
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$5.19
million (as at
31 Dec 2011
)
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Entry price
|
$0.2980
(as at
08 Feb 2012)
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Exit price
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$0.2955
(as at
08 Feb 2012)
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Valuation frequency
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Daily
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Cash distribution (cents/unit)
|
0.0000
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Distribution as at date
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18 Dec 2011
|