Acadian Global Managed Volatility Equity Fund - Class A
This strategy aims to deliver attractive long-term returns by investing in a diversified portfolio of listed companies in developed and emerging markets, with significantly lower risk than the market. (For Wholesale Investors Only)
The Acadian Global Managed Volatility Equity Fund aims to deliver long-term returns similar to the global market but with significantly less risk.
By focusing on lower volatility stocks and employing sophisticated investment strategies, the fund seeks to protect investors from sharp market downturns while still capturing growth opportunities. This approach can help investors build wealth more steadily over time compared to traditional market-cap-weighted indices.
With a strong track record in managing low-volatility portfolios, Acadian offers investors a compelling option for a smoother investment journey.
- Managed volatility strategies have a sharper focus on capital preservation and may be suitable for risk-conscious investors.
- Empirical evidence shows low-risk equities have delivered returns on par with average-risk equities and substantially better returns than high-risk equities over the long term. This is known as the low volatility anomaly, which we seek to exploit.
- By limiting total portfolio risk, investors can potentially compound gains more gradually and efficiently than investing in traditional market cap weighted indices.
- In addition to risk and return forecasts, Acadian’s investment process incorporates transaction cost estimates, portfolio constraints, and security correlations to enhance returns.
- Acadian has been managing low-volatility strategies since 2006 and is recognised globally for having one of the longest track records in this space.
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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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