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The HFA Diversified Investment Fund is an Australian unlisted management investment scheme that aims to achieve consistent absolute returns with a low probability of loss over the term of the investment. It then aims to maintain a low beta and correlation of traditional stock, credit and fixed interest investments, delivering relatively high returns with lower volatility than shares.
As an absolute return fund, the HFA Diversified Investment Fund presents investors with attractive diversification strategies because they exhibit a low correlation with traditional asset classes in share, credit and fixed interest investments. It offers diversification across 7 underlying investment strategies and various geographical segments through over 50 underlying managers.
This is an approach that offers investors both diversification and a focus on risk management. A key feature of its investment strategy is the management of the volatility and maximum expected loss for each of the funds.
HFA has an experienced team involved in the day-to-day management of the Fund with extensive experience in both Australian and international markets.
Key benefits:
- The potential to generate positive returns regardless of market volatility in traditional share and bond markets
- A multi-manager investment exposure tht provides access to a diverse portfolio of managers and strategies, not otherwise accessible by the Australian public
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 80% of the 4% entry fee we receive on investments in the HFA Diversified Investment Fund as additional units. No trailing commission is paid on the HFA Diversified Investment Fund. |
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