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  5. Tectonic Opportunities - Managed fund profile

Tectonic Opportunities - Managed Fund

Fund Objective
The investment objective of the fund is to target double digit returns per annum (net of all fees and costs) over the long term.
Fund Strategy
The fund has a broad mandate but will primarily, but not solely, invest in equity and equity-related Securities that are traded publicly in global markets. The fund seeks to generate outperformance over the medium to long term while preserving capital via long/short portfolio construction. The fund takes a high-conviction / low-turnover approach to investing into fast-growing high-quality businesses that will be the future champions of their sector.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% 7.53% 16.84% 26.17% 64.52% 35.18% -% -%
Growth return 7.53% 7.53% 16.84% 26.17% 64.52% 35.18% -% -%
Income return -% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 2.74% 10.85% 13.22% 28.94% 27% 14.1% 13.79% 13.11%
As at 31 Dec 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
0.08%
Australian Equities
0.97%
International Equities
96.01%
Cash
1.43%
Property
1.38%
Fixed Interest
0.13%

General Information

Fund Details
Type Description
Tectonic Opportunities
BQC0787AU
Equity World Long Short
Not Rated
Investment Fund
6 Jul 2020
n/a
$3.3118 (as at 31 Dec 2024)
$3.3118 (as at 31 Dec 2024)
Open
Offer information
Type Description
MER 0% (as at 16 Oct 2023)
Indirect Cost Ratio (ICR) 0% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $100,000
Minimum additional investments $50,000

FAQs about the Tectonic Opportunities

The objective of the Tectonic Opportunities managed fund is The investment objective of the fund is to target double digit returns per annum (net of all fees and costs) over the long term.

The strategy of the Tectonic Opportunities managed fund is The fund has a broad mandate but will primarily, but not solely, invest in equity and equity-related Securities that are traded publicly in global markets. The fund seeks to generate outperformance over the medium to long term while preserving capital via long/short portfolio construction. The fund takes a high-conviction / low-turnover approach to investing into fast-growing high-quality businesses that will be the future champions of their sector.

The APIR code of the Tectonic Opportunities managed fund is BQC0787AU.

Tectonic Opportunities’s total return last month was -%. This was made up of a growth return of 7.53% and an income return of -%. These returns were calculated as at 31 Dec 2024.

Tectonic Opportunities’s total return for the last three months was 7.53%. This was made up of a growth return of 7.53% and an income return of 0%%. These returns were calculated as at 31 Dec 2024.

Tectonic Opportunities’s one-year total return is 26.17%. This was made up of a growth return of 26.17% and an income return of 0%. These returns were calculated as at 31 Dec 2024.

Tectonic Opportunities’s one-year total return is 35.18%. This was made up of a growth return of 35.18% and an income return of 0%. These returns were calculated as at 31 Dec 2024.

The asset allocation of the Tectonic Opportunities managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The Tectonic Opportunities managed fund belongs to the Equity World Long Short sector/asset class.

As at , the size of the Tectonic Opportunities managed fund was $ million.

The Tectonic Opportunities managed fund has an inception date of 6 Jul 2020.

The current entry price of the Tectonic Opportunities managed fund is $3.3118 per unit and the current exit price is $3.3118 per unit (as at 31 Dec 2024).

The current exit price of the Tectonic Opportunities managed fund is $3.3118 per unit and the current entry price is $3.3118 per unit (as at 31 Dec 2024).

The minimum initial investment amount for the Tectonic Opportunities managed fund is $100,000. Minimum additional investment is $50000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.