Henry Morgan Ltd is an Investment Company focused on the Global Developed World Stock Markets, seeking returns significantly above market. Henry Morgan Ltd is currently raising seed capital from investors*. More information on Henry Morgan will be coming soon.
a Chief Investment Officer with a successful track record of investing in global markets;
the ability to earn returns that are not correlated to traditional ASX-linked investments which dominate the strategies of many current listed investment companies;
the ability to earn returns in both bull and bear markets across a variety of exchange traded futures contracts;
investments limited to deeply liquid/high volume markets enabling scalable investments and the entry and exit of positions without significant impact on market flows; and
strong risk management oversight.
Henry Morgan Limited is a newly formed Australian company which has not yet commenced operations. It was formed specifically for the purposes of the Offer.
On successful completion of the Offer and admission to the Official List, the Company will be a listed investment company seeking to achieve moderate to high portfolio returns over the medium to long-term.
The Company’s Investment strategy will seek to take advantage of imbalances in global market valuations through the active management of investments predominantly in global exchange traded futures contracts including equity market indices, fixed income, currencies and commodities and fixed income futures.
Whilst the Company’s investment strategy will primarily be executed through investments in exchange traded futures contracts, the Company may also invest in listed equities as well as exchange traded futures options (for hedging purposes only).
The Company’s investments will be limited to deeply liquid, high volume global markets to enable ease of entry and exit of positions.
For further information on futures, types of futures that may be invested in and the strategy to be employed by the Manager, refer to section 3.3.
The table below summarises the performance of the Aliom Managed Futures Fund No 1 (AMFF).
2012/13* 178%
2013/14 126%
2014/15 19%
From 01/08/2012 to 30/06/15 650%
Annualised 99% ¹
Average funds under management over the investment period of approximately $1 million
