Equity Alpha Plus

The Equity Alpha Plus Strategy primarily invests in securities that are listed on the Australian, and New Zealand stock exchanges (or soon to be listed) – long and short – that are generally chosen from the S&P/ASX 200 Index.

The Strategy may also invest in international securities (i.e. non-Australian). The Fund’s exposure to international securities will not exceed 20% of the Portfolio’s market value. The Strategy’s long/short investment style is designed to enhance returns and manage downside risks.

The Strategy may also invest in exchange traded derivatives to manage risk and cash or cash equivalents.