Global Opportunities Fund

Global Opportunities Fund

The Global Opportunities Portfolio aims to produce consistent returns by investing in a diverse range of capital and income opportunities in globally listed Equities, Currencies, Commodities and Derivatives, whilst simultaneously managing downside risk exposures.

The fund seeks to hold a portfolio that combines strategic, thematic, valuation and momentum factors to both long and short positions while maintaining the flexibility to respond to market conditions and to take advantage of shorter-term opportunities.

The international market exposure of the overall portfolio is designed to act as a diversification mechanism for clients, while also providing a larger number of potential opportunities by looking outside the Australian markets.

It is anticipated that the majority of the portfolio’s positioning will be in offshore Equity and Derivative markets, predominantly in the United States.

The Fund Manager has an extensive background in Options trading, and its application to portfolio management, risk management and alpha generation.

One Year Performance

TBA

Performance Since Inception

TBA

Yearly Average

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Billy Macris

Billy Macris

Fund Manager

Billy Macris is an experienced financial market professional with more than 25 years’ experience trading global markets. His experience spans the inter-bank foreign exchange market, the hedge fund industry.

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Performance

Please see our historical performance figures below :

Total Since Inception Yearly Average Year To Date Performance 3 Year Performance
TBA TBA TBA TBA

 

2015 2016 2017 2018 2019 Total Since Inception Yearly Average
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Total Since Inception 1 Year Performance 2 Year Performance 3 Year Performance Yearly Average
TBA TBA TBA TBA TBA

 

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
TBA TBA TBA TBA TBA TBA TBA TBA TBA TBA

Fees

Gleneagle Asset Management charges a 1.0% p.a. Management Fee (plus GST), and a 20% Performance Fee (plus GST) above High Water Mark across all of it’s portfolios. In addition, a maximum of 0.5% Expense Recovery Cost may be applied as required.

Management Fee

1.0% p.a.

Performance Fee

20%

Expense Recovery

Max. 0.5% p.a.