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  5. Tribeca Global Natural Resources Cl A - Managed fund profile

Tribeca Global Natural Resources Cl A - Managed Fund

Fund Objective
The fund aims to achieve positive absolute returns in excess of the fund benchmark, before fees and expenses, over the long term by taking both long positions and short positions in selected natural resource shares globally. It is suited to investors seeking absolute return focused strategies with exposure to the natural resources sector.
Fund Strategy
The fund's strategy is an active long/short strategy with the typical asset classes held by the fund being global listed resources shares with a focus on North America, Europe and Asia Pacific. Other investments may include other equity like securities and derivatives, convertible bonds, corporate bonds and cash and cash equivalent instruments.

Fund Performance Comparison

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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 -2.37% 11.25% 2.15% 1.42% -4.11% -4.7% 8.75% -%
Growth return -2.37% 11.25% 2.15% 1.42% -4.11% -4.7% 8.75% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Jul 2025. 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
0.14%
Australian Equities
1.45%
International Equities
95.48%
Cash
1.77%
Property & Infrastructure
1.15%
Fixed Interest
0%

General Information

Fund Details
Type Description
Tribeca Global Natural Resources Cl A (Wholesale)
Equity Trustees Ltd
ETL0446AU
Equity World Long Short
Not Rated
Investment Fund
30 Oct 2015
n/a
$1.62817 (as at 31 Jul 2025)
$1.61843 (as at 31 Jul 2025)
Open
Offer information
Type Description
MER 2.03% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 2.03% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0
Minimum initial investment $500,000
Minimum additional investments $50,000
Minimum redemption amount $50,000

FAQs about the Tribeca Global Natural Resources Cl A

The objective of the Tribeca Global Natural Resources Cl A managed fund is The fund aims to achieve positive absolute returns in excess of the fund benchmark, before fees and expenses, over the long term by taking both long positions and short positions in selected natural resource shares globally. It is suited to investors seeking absolute return focused strategies with exposure to the natural resources sector.

The strategy of the Tribeca Global Natural Resources Cl A managed fund is The fund's strategy is an active long/short strategy with the typical asset classes held by the fund being global listed resources shares with a focus on North America, Europe and Asia Pacific. Other investments may include other equity like securities and derivatives, convertible bonds, corporate bonds and cash and cash equivalent instruments.

The APIR code of the Tribeca Global Natural Resources Cl A managed fund is ETL0446AU.

Tribeca Global Natural Resources Cl A’s total return last month was -2.37%. This was made up of a growth return of -2.37% and an income return of 0%. These returns were calculated as at 31 Jul 2025.

Tribeca Global Natural Resources Cl A’s total return for the last three months was 11.25%. This was made up of a growth return of 11.25% and an income return of 0%%. These returns were calculated as at 31 Jul 2025.

Tribeca Global Natural Resources Cl A’s one-year total return is 1.42%. This was made up of a growth return of 1.42% and an income return of 0%. These returns were calculated as at 31 Jul 2025.

Tribeca Global Natural Resources Cl A’s one-year total return is -4.7%. This was made up of a growth return of -4.7% and an income return of 0%. These returns were calculated as at 31 Jul 2025.

The asset allocation of the Tribeca Global Natural Resources Cl A managed fund is :

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

The Responsible Entity for the Tribeca Global Natural Resources Cl A managed fund is Equity Trustees Ltd.

The Tribeca Global Natural Resources Cl A managed fund belongs to the Equity World Long Short sector/asset class.

As at , the size of the Tribeca Global Natural Resources Cl A managed fund was $ million.

The Tribeca Global Natural Resources Cl A managed fund has an inception date of 30 Oct 2015.

The current entry price of the Tribeca Global Natural Resources Cl A managed fund is $1.62817 per unit and the current exit price is $1.61843 per unit (as at 31 Jul 2025).

The current exit price of the Tribeca Global Natural Resources Cl A managed fund is $1.61843 per unit and the current entry price is $1.62817 per unit (as at 31 Jul 2025).

The minimum initial investment amount for the Tribeca Global Natural Resources Cl A managed fund is $500,000. 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.