The Gleneagle Investment Trust ARSN 605 489 094 with the Class known as the “Equity Fund” adopts five key strategies; Equity Growth, Equity Momentum, High Yield, Global Macro and Long/Short.
Due to the ability of short selling, the fund aims to produce net positive returns irrespective of market direction and volatility.
The fund manager’s experience across multiple asset classes means access to a range of alternative opportunities that maximise profit potential.
This Identifies companies experiencing strong expansion through the introduction of a new technology, new product or new mining/exploration opportunity. Deep due diligence using expert partners is undertaken of the business, management and the potential reward/risks. The time horizon is normally longer 12 months.
We identify sectors or industry trends where a period of excitement and expectation is an evolving thematic. This market cycle begins from an early “need” and then evolves into a “hype” and expert experience is required to maximise these shorter-term booms. Time – typically less than 12 months Examples: Lithium Bubble, Yield Crunch Thematic and the Gold Boom.
The Equity Manager flexibility allows for its asset class and geographical mix to be tailored to those markets which are viewed to provide the optimal risk-adjusted returns.
| 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | |
|---|---|---|---|---|---|---|---|---|
| Jan | 2.80% | 2.29% | 2.68% | -21.50% | -30.37% | 0.00% | 8.16% | 1.10% |
| Feb | -2.39% | 12.53% | -4.20% | 1.39% | -2.41% | -26.61% | 2.01% | 1.93% |
| Mar | 4.10% | 110.81% | 5.09% | 20.04% | 5.41% | -4.00% | -4.10% | -1.99% |
| Apr | -9.16% | 1.09% | -12.96% | -7.35% | 44.87% | 13.24% | -0.12% | -3.25% |
| May | 0.70% | 16.53% | 6.00% | 26.49% | 3.28% | 12.37% | -14.38% | -0.55% |
| Jun | 2.16% | -12.24% | 5.76% | 4.82% | -22.63% | 0.09% | -4.60% | |
| Jul | 2.60% | 4.26% | -7.20% | 9.45% | 3.91% | 13.15% | -3.47% | |
| Aug | -4.03% | 3.89% | -5.57% | 64.82% | 75.20% | 13.13% | -4.27% | |
| Sep | 0.93% | 14.46% | 13.16% | 28.35% | -6.83% | 5.33% | 1.20% | |
| Oct | 1.12% | 5.35% | 7.36% | -20.69% | 0.00% | -2.21% | 3.76% | |
| Nov | 6.56% | 4.16% | 13.29% | 48.15% | 0.00% | 10.00% | 5.76% | |
| Dec | 7.39% | -2.23% | 1.89% | -11.98% | 0.00% | -5.46% | -1.97% | |
| Total | 12.78% | 160.90% | 25.30% | 141.99% | 70.43% | 29.03% | -12.02% | -2.76% |
Please read and consider the following documents before deciding whether this investment product is right for you.
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Apply for the Equity Fund online using Gleneagle’s client portal.
Not sure if this product is right for you? Get in touch to learn more.
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Australian Managed Funds is the registered trading name of Share Prices Funds Management Pty Ltd ACN: 623 398 890.
Australian Managed Funds is a corporate authorised representative (CAR) of Share Prices Australia ACN 105 855 892 who holds an Australian Financial Services Licence (AFSL: 287367) CAR No: 1263287.
For the purpose of Managed Investments, Australian Managed Funds is a Corporate Representative of Gleneagle Asset Management Pty Ltd, ABN 29 103 162 278 who holds an Australian Financial Services Licence (AFSL:226199).
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