Acquisition Direct Facilitators Diversified Growth Fund

Unit Value (as at 31 December 2019) = 1.1484

Fund Performance

As at 31 December 2019

  1 Month 3 Months 1 Year 3 Years Since Inception
Acquisition Direct Facilitators Diversified Growth Fund* 0.82% 4.05% 15.02% - 13.62%

 

 

Inception: 10 December 2018
* Acquisition Direct Facilitators returns are after all fees have been deducted and before tax

Download the monthly fact sheet for this fund

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Key Features of the Fund

  • Provides investors with long-term capital growth.
  • Has a risk profile between that of the property and equities asset classes
  • Targeting sustainable returns above the CPI Index + 4.5% per annum, with moderate to high volatility.
  • Will hold a combination of International and equities, fixed interest, listed property and cash.
  • Suitable for investors with a minimum 5 year investment horizon.
  • 1.09% Management fee (GST inclusive, no performance fee).
  • Currency risk hedged at manager's discretion.