Alpha Plus Strategy
Overview
The Tribeca Alpha Plus Fund (ARSN 120 567 544) targets outperformance over the S&P/ASX 200 Accumulation Index over the long term by investing in listed Australian equities (long and short). The fund leverages off the strengths of both quantitative and fundamental styles of investing. Quantitative investing brings breadth and objectivity to the process by exploiting behavioural biases in the market. Fundamental investing gives depth of insight and conviction by identifying high quality businesses with strong fundamentals.
Available on Asgard, Ausmaq, BT Wrap, HUB24, IOOF, Macquarie Wrap, Mason Stevens, MLC Navigator, Netwealth, Wealthtrac.
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Fund Facts
| Asset Class | Australian Equities |
| Style | Active Extension |
| Currency | AUD |
| Inception | September 2006 |
| Benchmark | S&P / ASX 200 Accumulation Index |
| Minimum Investment | $25,000 retail Class / Institutional Class on application |
Portfolio Value of $10,000 invested
Fund Performance
| As at August 2024 | 1M | 3M | 1Y | 3Y(p.a.) | 5Y(p.a.) | 10Y(p.a.) | ITD (p.a.) |
| Alpha Plus Strategy | 2.16% | 6.16% | 18.60% | 7.99% | 11.10% | 11.76% | 9.75% |
Net performance after fees. Past performance is not an indicator of future performance.
Fund Documents and Unit Prices
Fund documents including Product Disclosure Statement (“PDS”), Reference Guide, Financial Report, and historical unit prices are available on the Responsible Entity’s website.
Target Market Determination
Tribeca Alpha Plus Fund Class A’s Target Market Determination is available on the Responsible Entity’s website. A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.
This product is a RG240 hedge fund and may have complex features. It is likely to be appropriate only for consumers who have received personal advice.
How to invest
Investment can be made using the Fund’s PDS or through key platforms, including Asgard, AUSMAQ, BT Panorama, HUB24, IOOF, Macquarie Wrap, Mason Stevens, Netwealth, uXchange, and Wealthtrac.
Please contact us for further assistance. Please note that Tribeca Investment Partners Pty Ltd (ACN 080 430 100, AFSL 239 070) is authorised to provide certain general financial product advice to wholesale clients for the purposes of section 761G of the Corporations Act 2001 (Cth) only.
Important Disclaimer
Equity Trustees Limited (ABN 46 004 031 298, AFSL 240975), a subsidiary of EQT Holdings Limited, a publicly listed company on the Australian Securities Exchange (ASX: EQT), is the Responsible Entity of the Tribeca Alpha Plus Fund (ARSN 120 567 544)(“Fund”). The information contained on this website is for information purposes only and is not investment or financial product advice and is not intended to be used as the basis for making an investment decision. Please note that, in preparing the information on this website, Tribeca has not considered the objectives, financial position or needs of any particular recipient. Investors must not make investment decisions on the basis of any matter contained on this website but must conduct your own assessment, investigations and analysis. Tribeca strongly suggests that prior to making an investment decision, investors seek financial, legal and taxation advice appropriate to your investment objectives, financial situation and circumstances. Whilst every effort is made to ensure the information is accurate on this website, Tribeca, Equity Trustees Limited nor any of its related parties, their employees or directors, does not guarantee its accuracy, reliability or completeness nor does it undertake to correct any information subsequently found to be inaccurate. Past performance is not indicative of future performance. You should obtain a copy of the PDS before making a decision about whether to invest in this product.
Lonsec
The rating issued September 2023 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.
Key Features
A blended fundamental and quantitative investment process
The fund’s active extension structure is designed to deliver a more efficient higher alpha
Target allocation of 150% long, 50% short
The fund has consistently outperformed its benchmark since its inception in 2006