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.
Portfolio Manager
Sydney
| 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 |
Fund documents including Product Disclosure Statement (“PDS”), Reference Guide, Financial Report, and historical unit prices are available on the Responsible Entity’s website.
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.
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.
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.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned to ETL0069AU June 2023) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
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.
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
For further information please fill out the form below and the member of the Tribeca Investor Relations team will be in touch.
By clicking 'Agree' at the bottom of this page you are confirming that you are a wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth). You further acknowledge that the information on this website is of a general nature only and does not have regard to the particular circumstances, investment objectives or needs of any specific recipient. It is not intended to constitute investment advice nor a personal securities recommendation.
