Acadian Geared Core Australian Equity Fund
The Fund is a geared version of the Acadian Core Australian Equity Fund (For Wholesale Investors Only)
The Acadian Geared Core Australian Equity Fund seeks to maximise long-term returns by borrowing to invest, predominantly, in a selection of Australian companies within the S&P/ASX 300 Accumulation Index.
The fund aims to outperform the S&P/ASX 300 Accumulation Index over a rolling 7 year period.
This strategy is a geared version of the Acadian Core Australian Equity Fund.
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Acadian LLC is a Boston based investment adviser registered with the United States Securities and Exchange Commission. Acadian LLC has four wholly-owned investment advisory affiliates. Acadian Asset Management (Singapore) Pte Ltd is located in Singapore and is registered with the Monetary Authority of Singapore. Acadian Asset Management (Japan) is located in Tokyo and is registered with the Kanto Local Financial Bureau. Acadian Asset Management (UK) Limited is located in London and is authorised and regulated by the Financial Conduct Authority. Acadian Asset Management (Australia) Limited is located in Sydney and is the holder of Australian financial services license number (AFSL) 291872. All Acadian entities specialise in active equity strategies.
Acadian LLC evolved from a non-US all-cap equity manager to a global manager with the launch of Acadian LLC’s global strategy in 1992. In 2002, Acadian LLC began to apply its stock selection process to attempt to find the poorest performing companies as well as the strongest, opening the doors for Acadian’s long/short strategies. In 2006, based on research showing that a portfolio of low-risk stocks has the potential to offer market-like returns at lower risk than the overall equity market, Acadian launched its managed volatility strategy. Acadian’s commitment to research, the flexibility of its process and the collaborative nature of its client relationships suggests that Acadian’s suite of strategies will have the potential to continue to grow and evolve in an effort to meet the needs of its clients.
For further information go to Acadian’s website www.acadian-asset.com
Katrina joined Acadian Asset Management (Australia) Limited in 2009 and is a Portfolio Manager, focusing on Australian equity strategies.
Prior to joining Acadian, Katrina was a senior quantitative analyst at ING. Previous to that, she held various quantitative roles at IFS Equities, BT Funds Management, Country Investment Management, and Mercantile Mutual Investment Management.
Katrina holds a Graduate Diploma in applied finance and investments from Securities Institute of Australia and a Bachelor’s in mathematics and finance (Hons) from University of Technology, Sydney. Katrina is a CFA charterholder.
Zhe joined Acadian Asset Management (Australia) Limited in 2017 and is a Portfolio Manager, focusing on Australian equity strategies.
Prior to joining Acadian, Zhe was an analyst on the quantitative research team at Macquarie Securities.
Zhe holds a Ph.D. in empirical finance from Macquarie University, a Bachelor of Engineering in bioinformatics with First Class Honours and the University Medal from the University of New South Wales, and a Bachelor of Commerce in finance from the University of New South Wales. Zhe is a CFA charterholder.
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The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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