Product - Futures Trading Managed Account
Minimum Investment - $100,000 AUD
Targeted Return - 100% P/A
Previous Years Return - 361%
Administration Fee - 1.5%
Performance Fee - 28.5%
Strategy :
- The Investment Manager�s strategy relies upon detailed analysis of global economic market conditions to identify short, medium and long term trends.
- The objective of the MDA is to outperform the Barclay Global Macro Index utilising developed equity market indices, commodity, currency and fixed-income derivatives.
- The MDA seeks to take advantage of imbalances in global market valuations where the expectations of the market differ from the underlying fundamentals.
- Henry Avery Partners only trades:
- Exchange-listed contracts
- In Australian, Asian, European & US futures markets
- 60+ futures markets (Diversification)
- Equity Indices e.g. Hang Seng Index
- Fixed Income e.g. Eurodollar & US T-notes
- Commodities e.g. Gold & Natural Gas
- Base metals e.g. Copper
- Currencies e.g. Japanese Yen
MDA Manager Stuart McAuliffe
- Financial markets experience 20+ years
- Degrees in Finance, Education, History and Law
- Current Finance Professor at Bond University, specializing in index design and assessment
- Asset Management background
- Current Fund Manager for the Aliom Managed Futures Fund no1
- Highly skilled in investment strategy, systems development, valuation and forecasting modelling
Performance chart since inception
All Net of Accrued Performance and Mgt Fees, close @5.9113
| 1 MONTH | 21.51% |
| 3 MONTH | 19.52% |
| 6 MONTH | 84.21% |
| INCPEP | 491.13% |
