Alternative investment strategies tend to be less correlated to equities and bonds and can provide much needed diversification to help smooth portfolio returns over time. They may suit investors who do not need access to daily liquidity and have a long term investment horizon.
Investment manager selection is critical – our investment managers are evaluated on performance track record, access to deal flow, ability to structure investments as well as exit them, and investment team dynamics.
The Fund’s objective is to generate positive absolute returns above the RBA cash rate after fees and expenses over the long term by taking both long and short positions in selected Australian shares.
Market neutral or absolute return where short positions and long positions offset each other, giving investors exposure to the manager’s stock selection skills while eliminating exposure to the underlying equity market.
Unique stock selection process that blends fundamental and quantitative analysis to identify companies without bias.
Managed by one of the most experienced long/short managers in Australia.
Can complement an existing allocation to Australian equities.
Targets a return of the RBA cash rate plus 4% to 5% p.a. (gross of fees and expenses).
Investment focus is the most compelling relative value opportunities across Australian and New Zealand real estate debt, ABS, private company debt and LBO debt.
Designed to deliver superior risk-adjusted returns and capital preservation.
Provides an inflation hedge as investments are floating rate.
Predictable income stream through contractual loan agreements.
Low correlation to major assets classes.
The strategy can form part of a defensive alternative fixed income allocation.
For institutional and wholesale investors only.
An absolute return fixed income fund that aims to deliver stable and consistent returns over time irrespective of share and bond market movements.
The Fund aims to outperform the RBA Cash Rate by 2.5 per cent per annum (after fees) over rolling three-year periods by only investing in global high grade government issued assets in G7 nations and Australia.
Alpha generation – unencumbered by benchmark relative constraints providing a lower volatility offering with no credit exposure.
Liquidity – daily priced providing liquidity through all market conditions.
Diversification benefits – uncorrelated to traditional markets.
Proven track record – the investment team applies the same investment and risk management approach that also drives the domestic and global strategy products to generate total returns.
Can complement traditional fixed income exposures with superior liquidity.
Invests directly in high-quality, utility-scale clean energy assets in North America and Europe.
Investment focus is on opportunities with long-term contracted revenues. Projects include solar, wind, biomass, conventional gas generation and waste gas-fueled power generation.
The portfolio includes 7.9 GW of gross power generation across more than 150 projects and $6.5 billion of AUM/tax equity1, and has one of the longest track records in the industry.
Broad exposure to power markets across geographies and technologies, including approximately 4,529MW of solar, 590MW of wind and 992MW of biogas and CCGT.
Capital Dynamics’ scale positions it as a market leader, resulting in distinct cost and sourcing advantages.
This strategy complements a core infrastructure holding within a portfolio.
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