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  5. Tribeca Partners 2050 Strategy Founders - Managed fund profile

Tribeca Partners 2050 Strategy Founders - Managed Fund

Fund Objective
The Fund is a multi-strategy fund which consists of various classes with different strategies. The trustee may offer and ossue different classes of units in the Fund. The Units are in one such class. Each class if unites issued in the Fund will confer the rights in relation to specific assets that have been acquired using the application monies paid by the unit holders in that class.
Fund Strategy
The investment objective of the 2050 Strategy is to seek to generate attractive risk-adjusted absolute returns. The Units will provide specialised exposure to the burgeoning universe of investment opportunities represented by decarbonisation. In order to meet the world's goals of net-zero carbon emissions by the year 2050, demand for the commodities exposed to such a thematic is expected to grow exponentially driving by the potential for out-sized long-term returns.

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 -% 8.77% 4.03% -2.45% 0.41% -% -% -%
Growth return 8.77% -% 4.03% -2.45% 0.41% -% -% -%
Income return -% -% 0% 0% 0% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.34% 1.02% 2.13% 4.35% 4.28% 3.67% 2.21% 1.99%
As at 30 Jun 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
25.45%
Australian Equities
4.28%
International Equities
7.52%
Cash
43.40%
Property
1.93%
Fixed Interest
17.42%

General Information

Fund Details
Type Description
Tribeca Partners 2050 Strategy Founders
Equity Trustees Ltd
ETL8335AU
Alternative - Other
Not Rated
Investment Fund
15 Oct 2021
n/a
$0.57622 (as at 31 Dec 2024)
$0.57278 (as at 31 Dec 2024)
Open
Offer information
Type Description
Minimum initial investment $50,000
Minimum additional investments $50,000

FAQs about the Tribeca Partners 2050 Strategy Founders

The objective of the Tribeca Partners 2050 Strategy Founders managed fund is The Fund is a multi-strategy fund which consists of various classes with different strategies. The trustee may offer and ossue different classes of units in the Fund. The Units are in one such class. Each class if unites issued in the Fund will confer the rights in relation to specific assets that have been acquired using the application monies paid by the unit holders in that class.

The strategy of the Tribeca Partners 2050 Strategy Founders managed fund is The investment objective of the 2050 Strategy is to seek to generate attractive risk-adjusted absolute returns. The Units will provide specialised exposure to the burgeoning universe of investment opportunities represented by decarbonisation. In order to meet the world's goals of net-zero carbon emissions by the year 2050, demand for the commodities exposed to such a thematic is expected to grow exponentially driving by the potential for out-sized long-term returns.

The APIR code of the Tribeca Partners 2050 Strategy Founders managed fund is ETL8335AU.

Tribeca Partners 2050 Strategy Founders’s total return last month was -%. This was made up of a growth return of 8.77% and an income return of -%. These returns were calculated as at 30 Jun 2024.

Tribeca Partners 2050 Strategy Founders’s total return for the last three months was 8.77%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 2024.

Tribeca Partners 2050 Strategy Founders’s one-year total return is -2.45%. This was made up of a growth return of -2.45% and an income return of 0%. These returns were calculated as at 30 Jun 2024.

Tribeca Partners 2050 Strategy Founders’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2024.

The asset allocation of the Tribeca Partners 2050 Strategy Founders managed fund is :

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

The Responsible Entity for the Tribeca Partners 2050 Strategy Founders managed fund is Equity Trustees Ltd.

The Tribeca Partners 2050 Strategy Founders managed fund belongs to the Alternative - Other sector/asset class.

As at , the size of the Tribeca Partners 2050 Strategy Founders managed fund was $ million.

The Tribeca Partners 2050 Strategy Founders managed fund has an inception date of 15 Oct 2021.

The current entry price of the Tribeca Partners 2050 Strategy Founders managed fund is $0.57622 per unit and the current exit price is $0.57278 per unit (as at 31 Dec 2024).

The current exit price of the Tribeca Partners 2050 Strategy Founders managed fund is $0.57278 per unit and the current entry price is $0.57622 per unit (as at 31 Dec 2024).

The minimum initial investment amount for the Tribeca Partners 2050 Strategy Founders managed fund is $50,000. 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.