Ironbark Gavekal Asian Opportunities Fund

Investor Toolkit

Monthly Investment Report
Product Disclosure Statement
Additional Information
Application Form
More Fund Documents

Unit price as at 16 Aug 2019

Application Price

1.0902

Withdrawal Price

1.0902
Download unit price history
Fundamental market shifts and rapid macro-economic growth in Asia has created significant opportunities for skilled investment managers

The Ironbark Gavekal Asian Opportunities Fund is designed to capture the long term returns of Asian equity markets while constraining volatility through tactical asset allocation in Asian bonds, equities and cash.

Investment Strategy
  • Gavekal believes that fundamental market shifts, coupled with the rapid macro-economic growth in Asia, present significant opportunities for skilled fund managers.
  • Since the Asian monetary crisis of the late 1990s, returns on invested capital have typically become more of a focus for the management of Asian companies.
  • In addition, since that time, the dependence of the value of Asian bonds, equities and currencies on global market events has reduced, thereby underlining Asia’s transformation into a more developed market, less reliant on foreign capital to finance its growth.

Fund Information

Asset Class

Multi-Asset

Responsible Entity

Ironbark Asset Management (Fund Services) Limited

APIR

HFL0014AU

ARSN

143 533 466

Benchmark

MSCI All Country Asia-Pacific Index AUD (unhedged)

Suggested Investment Period

At least 5 years

Fund Inception Date

12 October 2010

Income Distribution

Annually

Important Information

Please see the Product Disclosure Statement (‘PDS’) for further details. Although the above information is taken from sources believed to be accurate, no warranty is given as to its accuracy, completeness or availability. Pricing: For daily priced funds, unit prices are calculated each business day based upon the net value of each fund divided by the number of units on issue in each fund. Unit prices may be delayed following the end of a distribution period or for other reasons.