EQT SGH Wholesale Absolute Return Trust
Description
EQT SGH Wholesale Absolute Return Trust is designed for investors seeking strong medium to long term capital growth potential, who wish to partially protect the portfolio against significant negative moves in markets or stocks using a combination of futures, options and cash, and who wish to take advantage of mis-pricing opportunities by short selling shares. The Fund is 'absolute', meaning it aims to deliver a positive return over the medium term even in falling markets.
Investment Objective
To deliver superior medium to long term returns by investing in a mixture of cash and a diversified portfolio of companies listed on the ASX and NZSE. To partially protect the portfolio using futures and options and cash where SGH believes there may be a significant negative move in the markets or stocks over the medium to longer term. The decision to implement partial protection will be based on an assessment of market valuation, market sentiment and momentum, as well as the cost involved in undertaking the partial protection. To take advantage of mis-pricing opportunities by short selling shares.
APIR
ETL0030AU
Commencement
12/10/2001
Buy/Sell Spread
+/- 0.35%
Management Costs
1.64% p.a.¹
Minimum Initial Investment
$50000
Unit Prices
| Date | Purchase | Net Asset Value | Withdrawal |
| 2/09/2010 | $1.0878 | $1.0840 | $1.0803 |
- Footnotes¹Includes estimated GST payable, after taking into account reduced input tax credits (RITC).
- DisclaimerThe Responsible Entity is Equity Trustees Limited (EQT) ABN 46 004 031 298, AFSL No. 240975. Detailed information about the product is contained in the Product Disclosure Statement. Unless specifically stated, the repayment of capital or performance of our products is not guaranteed. Past performance is not indicative of future performance. This information is provided for persons in Australia only and is not provided for the use of any person who is in any other country.
- Contact Us1300 555 378