Altair Advantage Fund
The Altair Advantage Fund provides the opportunity to invest in a concentrated strategy of actively-managed Australian shares with a focus on capital growth.
Fund Facts
Investment objective
To outperform the S&P/ASX 200 Accumulation Index over rolling three year periods and provide capital growth over the medium-to-long term
Investment strategy
The Fund primarily invests in shares within the S&P/ASX 200 Index.
The portfolio is managed in line with our core investment philosophy, which is based on understanding the drivers and impact of change. We apply macro thematic research to uncover trends which are most likely to influence company performance. We seek to identify companies that display innovation, adaptability and a sustainable competitive advantage in a changing world.
Our investment process assesses these change factors, as well as conducting detailed analysis of companies’ financial health, prospects and valuation metrics. With these best ideas we then produce a risk-controlled portfolio of stocks.
The Fund is concentrated, which means we hold a small number of shares, ranging between 15 and 35.
The Fund will hold shares in companies that may display these attributes:
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favourable industry exposure
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sustainable competitive advantages
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well managed operationally and financially.
UNIT PRICES
as of 19 Aug 2016
Buy
1.0716
Sell
1.0662
Nav
1.0689
IMPORTANT
Please read our Financial Services Guide(FSG) before considering an investment.
For more information, please contact sales@altairasset.com.au
Minimum suggested timeframe
5 years
Distribution frequency
Six monthly as soon as possible after 30 June and 31 December (payable when there is distributable income to distribute)
Risk Level
High
How to invest
Directly via Product Disclosure Statement.
Please contact Adviser Services 02 9299 5499 or 1300 626 484