Introducing a fund that is designed to make money when the markets are trending down as well as up
Aspect Diversified Futures Fund uses a sophisticated process to identify trends in both rising and falling markets and seeks to exploit them for profit. The fund, exclusively available from Colonial First State, offers the potential for superior long-term returns and real diversification, making it a valuable addition to consider for your clients’ portfolios. And it also comes ‘Highly Recommended’ from Lonsec*.
The manager, Aspect Capital, uses an investment process based on detailed research and systematic trend analysis. It invests in up to 100 investment markets across 23 exchanges around the world including equities, interest rates, currencies, energy, agricultural commodities and metals. And with a low correlation to traditional asset classes over the long term, this can provide a powerful diversification tool for your clients’ portfolios. It has the potential to perform better in trending markets as opposed to fluctuating or flat markets.
Aspect Capital was established in 1997 by two of the founders of AHL Ltd, so it is built on a wealth of experience and employs over 120 dedicated staff. It created the Aspect Diversified Programme, which has outperformed its benchmark† since inception in 1998. This new fund has no performance history but will utilise the same investment team and established processes.
For more information contact your Business Development Manager, call Adviser Services on 13 18 36 or visit colonialfirststate.com.au/aspect
*The Lonsec Limited (“Lonsec”) ABN 56 061 751 102 AFSL 246842 rating (assigned October 2009) presented in this document is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria. Past performance is no indication of future performance. This investment is not risk free and returns are not guaranteed. †Benchmark: CASAM CISDM CTA Asset Weighted Index (USD). This is general information only and does not take into account clients’ individual objectives, financial situation or needs. The Aspect Diversified Futures fund is offered by Colonial First State Investments Limited ABN 98 002 348 352 AFS Licence 232468. Clients should read the relevant Product Disclosure Statements available from Colonial First State before investing.
Recommended for you
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment between the parties.
Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public and private markets.
