Aspect Diversified Futures - Managed Fund

The objective of the Aspect Diversified Futures managed fund is To generate significant medium-term capital growth independent of overall movements in traditional stock and bond markets within a rigorous risk management framework. The option aims to provide a return greater than the Reserve Bank of Australia cash rate over rolling three-year periods after fees and taxes.

The strategy of the Aspect Diversified Futures managed fund is Aspect takes a quantitative and systematic investment approach. Aspect's trend-following systems trade in over 230 of the most liquid global futures and forward markets and employ a fully automated system to process and analyse market data as well as idiosyncratic non-price data in order to identify and exploit directional moves (or 'trends') in markets. By maintaining comparatively small exposures to any individual contract, Aspect achieves sector and contract diversification. The option aims to minimise unintentional currency exposure.

The APIR code of the Aspect Diversified Futures managed fund is FSF1081AU.

Aspect Diversified Futures’s total return last month was 2.5%. This was made up of a growth return of 2.5% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Aspect Diversified Futures’s total return for the last three months was -3.86%. This was made up of a growth return of -3.86% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

Aspect Diversified Futures’s one-year total return is 1.62%. This was made up of a growth return of -14.31% and an income return of 15.93%. These returns were calculated as at 30 Nov 2024.

Aspect Diversified Futures’s one-year total return is 15.36%. This was made up of a growth return of -3.04% and an income return of 18.4%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the Aspect Diversified Futures managed fund is :

The Aspect Diversified Futures managed fund belongs to the Alternative - Systematic Trend sector/asset class.

As at 31 Oct 2024, the size of the Aspect Diversified Futures managed fund was $33.73 million.

The Aspect Diversified Futures managed fund has an inception date of 22 Mar 2010.

The current entry price of the Aspect Diversified Futures managed fund is $0.9419 per unit and the current exit price is $0.9419 per unit (as at 20 Dec 2024).

The current exit price of the Aspect Diversified Futures managed fund is $0.9419 per unit and the current entry price is $0.9419 per unit (as at 20 Dec 2024).

The minimum initial investment amount for the Aspect Diversified Futures managed fund is $20,000.