Ausbil Global Resources Fund
The Fund utilises both top down commodity and macro analysis, combined with bottom up stock analysis and a disciplined risk management process, with the aim of producing consistent and risk controlled outperformance through the economic cycle.
The Fund aims to capitalise on the volatility within the natural resources sector by employing a long/short approach to global natural resources equity markets with a focus on generating positive returns in both rising and falling commodity markets.
The Fund seeks to achieve this by investing in high quality natural resources companies and associated industries, which are expected to have sustainable earnings and free cash flows, and to short sell securities which have declining earnings/cashflow or commodity specific headwinds. Short selling is also used by the Fund to manage risk and market or commodity exposures.
The Fund is designed for investors with at least a five year investment time horizon, who wish to benefit from investing in high quality global natural resources companies which are expected to have sustainable earnings and free cash flows and selling short securities which have declining earnings/cashflow or commodity specific headwinds.
The Fund should be considered as a high risk strategy investment. It is not intended as a complete investment. The Fund is designed only for informed and educated investors who can bear the economic risks of the loss of their investment in the Fund. There can be no assurance that the Fund will achieve its investment objective or that any investor will get their money back.
Fund Objective
The Fund aims to provide positive absolute investment returns over the long run by employing a long/short approach to global natural resources equity markets in order to generate positive returns in both rising and falling commodity markets.
Product Disclosure Statement
Reports
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Fact Sheet |
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Monthly Performance Report
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Documents and updates