BEAR seeks to generate returns that are negatively correlated to the returns of the Australian share market. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises).
A 1% fall in the Australian sharemarket on a given day can generally be expected to deliver a 0.9% to 1.1% increase in the value of the Fund (and vice versa).
Benefits of BEAR _______________
Hedge your portfolio Protect your portfolio from market declines, without having to sell your shares and crystallise capital gains. Profit from declining markets
BEAR gives you the opportunity to profit from a fall in the Australian sharemarket. Convenience - Investing in BEAR avoids the costs and complications of futures, CFDs and short selling. Investors are not exposed to margin calls.
