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Alpha Plus Fund

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.

Objective

The aim of the tribeca alpha plus funds to consistently outperform the s&p/asx 200 accumulation index over the long term by investing in listed australian equities (long and short).

Fund Facts

Asset ClassAustralian Equities
StyleActive Extension
CurrencyAUD
Inception DateSeptember 2006
BenchmarkS&P /ASX 200 Accumulation Index
Minimum Investment$25,000 Retail Class / Institutional Class on application

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 outperformed the benchmark in seven out of nine financial years since its inception in 2006

Portfolio Managers

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Retail
Retail investors are able to access the fund through Grant Samuel, our retail distribution partners, please click on the link below to access the fund page and application forms
Institutional
The fund is currently open to institutional investors, to make a query and discuss the offering further, please get in touch with our investor relations team:
Investors@tribecaip.com.au
Phone: +61 (2) 9640 2600