The Fund aims to generate consistent returns by utilising derivative strategies to complement portfolio construction, diversification, and risk management.
The Fund utilises ASX-listed equities & options to achieve a higher portion of the total return in the form of income while simultaneously decreasing equity volatility.
Our strategic approach is designed to excel in negative, neutral, and moderately bullish market conditions. Historical simulations of our model show consistent outperformance against the general market under these scenarios. These results are based on model-only data, and actual performance may vary.
The Fund integrates derivatives but is not leveraged. The Funds exposure is 100% covered by cash or equities. The Fund will be subject to general market risk although the use of derivatives without leverage helps to mitigate risk and reduce the volatility of returns.
Exclusive to wholesale investors with a focus on income.
The total return of the S&P/ASX Dividend Opportunities index, as seen on the S&P website.
Q3FY25 Report (pdf)
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