The Unhedged fund aims to outperform US based benchmarks (ie. S&P500 and AOR) over the longer term. With the recent volatility in markets we believe an algorithmic approach can demonstrate superior returns by capturing tailwinds in favoured industries and companies.
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SMSF, Trust
or Company
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Key Details
| Benchmarks | SPY & AOR* (Depending on investment option, see our performance page for more info) |
| Inception Date | October 2021 |
| Base Fee | 0.49% |
| Performance Fee | 20% high-water mark fee above the market benchmarks. |
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*SPY refers to The SPDR S&P 500 Trust ETF (which tracks the S&P 500) and AOR refers to the iShares Core Growth Allocation ETF.
