Acadian Global Managed Volatility Eq A

FSF1240AU

Acadian Global Managed Volatility Eq A FSF1240AU Strategy

The option’s investment strategy is based on building a diversified equity portfolio that aims to provide returns similar to those of the Global equity market but with lower absolute volatility than the Global market over the full market cycle. The option aims to exploit the ‘low volatility anomaly’, the historical pattern in which higher volatility stocks have underperformed lower volatility stocks on a risk adjusted basis. The initial consideration is overall portfolio risk; in addition to the Acadian alpha model. The option is unhedged.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

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Listed Investment Companies monthly performance: October 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

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