Ausbiz Capital Growise Fund

The Ausbiz Capital Growise Fund is a sophisticated multi-strategy investment vehicle designed to deliver uncorrelated return streams across a global array of asset classes. By employing a systematic, algorithmic approach, the Fund targets an annual return of 15% through a disciplined blend of directional and non-directional strategies. It leverages quantitative models to exploit market anomalies, volatility inefficiencies, and statistical arbitrage, ensuring a portfolio that remains resilient against systemic risk and traditional market fluctuations.

Managed by a team featuring 2023 World Cup Futures Trading Champion Ivan Scherman, the Fund mirrors a proven strategy (SciTech Investments EFI-Algotrade2 Fund) currently overseeing USD1.45 billion in assets. This institutional-grade framework provides discerning investors with access to high-reward hedge fund techniques, including trend following and intermarket analysis, all executed within a liquid, exchange-traded universe. With an eighteen-year track record of performance excellence, the Fund prioritises long-term capital preservation while maintaining an adaptive, data-driven edge in evolving market conditions.

The aim of Ausbiz Capital Growise (the Fund) is to operate as a multi-strategy, multi asset investment vehicle, allocating capital across a diverse range of asset classes, including equity indices, equity volatility, bonds, debit products, derivatives, securities and commodities. The mandate allows for long/short exposure with dynamic risk management, leveraging both directional¹ and non-directional strategies.²

It will focus on diversification, uncorrelated multiple return streams that exhibit low exposure to traditional markets such as for example the S&P 500.

¹ This occurs when a manager bets on the directional moves of the market (long or short) as the manager expects a trend to continue or reverse for a period of time. (Corporate Finance Institute)
² Non-directional strategies, on the other hand, aim to generate returns regardless of the direction of the market (Corporate Finance Institute).

Target 15% Annual Returns

Amplified growth: The fund targets a 15% yearly returns (net of fees, not guaranteed,) through disciplined, data-driven uncorrelated strategies that turn market uncertainty into investing opportunities.
Reduces Systemic Risk: The fund adopts an uncorrelated strategy through diversification in assets, markets, timeframes and behaviours.

Backed by USD1.45 Billion Success

Market Tested: Mirrors the winning strategy of SciTech Investments, managing over USD1.45 billion in assets.
Access Excellence: High-risk, high-reward hedge fund strategies that were once exclusive to institutions are now accessible to discerning Australian investors.

Led by a Champion: Ivan Scherman

Expert Leadership: the fund is managed by globally recognised portfolio manager Ivan Scherman, 2023 World Cup Futures Trading Champion.
Exceptional Performance: Over 18 years, the trading strategy has delivered annual average returns of over 21% (after all fees).

The Growise Fund is designed for investors who:

• Have higher-than-average income or assets and seek strong returns.
• Are comfortable with moderate to high risk and potential capital loss.
• Want exposure to international share and derivative markets.
• Prefer liquid investments with professional management.

The objective and aim of the Fund is to generate returns by implementing systematic trading strategies across various asset classes. The focus is on exploiting inefficiencies in volatility markets, statistical arbitrage (relative value/mean reverting), and momentum-based opportunities, while maintaining a strong emphasis on long-term capital preservation.

The Fund strategy is centered around a data-driven, systematic and automatic (algorithmic) approach that leverages quantitative models to identify market anomalies and mispricing. The fund employs a mix of volatility relative value trades, trend-following, mean reversion, and cross-asset correlations, among other proprietary techniques to construct a diversified portfolio.

There is no guarantee that the objective will be achieved. It is merely an indication and expectation of what the Sub-Manager aims to achieve over the Frelevant period. The Fund may not be successful in meeting this objective. 

Returns are not guaranteed. The objective does not take into account a Unit Holder’s tax position or the impact of fees on returns.

The underlying exposures (e.g., equity indices, commodities, volatility, interest rates) may also be implemented through alternative ETFs, futures, options, or other derivatives as deemed appropriate.

Examples of financial products that may be acquired include:

• SPXL (Direxion Daily S&P 500 Bull 3X Shares)
• TQQQ (ProShares UltraPro QQQ)
• GDX (VanEck Vectors Gold Miners ETF)
• UCO (ProShares Ultra Bloomberg Crude Oil)
• TMV (Direxion Daily 20+ Year Treasury Bear 3X Shares)
• VXX (iPath Series B S&P 500 VIX Short Term Futures ETN)
• SPXS (Direxion Daily S&P 500 Bear 3X Shares)
• UDOW (ProShares UltraPro Dow30)
• TMF (Direxion Daily 20+ Year Treasury Bull 3X Shares)
• COPX (Global X Copper Miners ETF)
• UGL (ProShares Ultra Gold)
• UNG (United States Natural Gas Fund LP)
• SQQQ (ProShares UltraPro Short QQQ)
• SOYS (Teucrium Soybean Fund)
• TZA (Direxion Daily Small Cap Bear 3X Shares)

All assets in the fund are exchange-traded and liquid, as liquidity is a primary selection criterion for inclusion in the investment universe.

The Fund differentiates itself and creates its alpha by leveraging a robust combination of:

• Trend Following & Momentum Signals Multi-timeframe momentum models to capture persistent market trends.
• Mean Reversion & Statistical Arbitrage - Identifying short-term dislocations and reverting price behaviors.
• Intermarket Analysis - Using relationships between equities, fixed income, commodities.
• currencies to generate predictive signals.
• Proprietary Market Internals - Custom indicators derived from breadth, liquidity, volume imbalances, and order flow dynamics.
• Volatility-Based Edge - Selective exploitation of volatility risk premium, term structure shifts, and cross-asset vol relationships.
• Dynamic Portfolio Construction - Adaptive weighting of strategies based on real-time risk metrics and market conditions.

The Growise Fund adopts the same multi-asset, multi-strategy approach as SciTech’s EFI-Algotrade2, which has delivered an impressive 21.68% compound annual growth rate (CAGR) net of fees from 2007 to 2025 across its $1.45 billion USD portfolio (as reported by SciTech Investments). Although past performance is not indicative of future performance.

With a focus on diversification and low correlation to traditional markets, this strategy leverages automated trading systems to exploit market inefficiencies, momentum, and volatility opportunities.

Important Information: Past performance is not indicative of future results. Returns are not guaranteed. Performance results provided are for SciTech EFI-Algotrade 2 Fund, not Ausbiz Capital Growise Fund . Both use the same investment strategy by SciTech Investments but fees/costs differ, e.g., performance fees: 50% (SciTech) vs. 55% incl. GST (Ausbiz).

Rates of return quoted are targets or “potential” rates of return and the actual returns will differ. The fund experiences high volatility due to leverage and short selling, which can lead to potential loss of capital and/or earnings.

The information provided by Ausbiz Capital Investments Pty Ltd (ABN 92 681 118 212) (Ausbiz Capital), is general advice only and does not take into account your personal objectives, financial situation, or needs. You should consider if it is right for you and consider seeking independent financial advice before making any investment decisions. Investments involve risks, and past performance is not indicative of future results.

Ausbiz Capital is a Corporate Authorised Representative (#1314938) of Primary Securities Ltd (ABN 96 089 812 635 AFSL 224107). Primary Securities Ltd is the responsible entity of the Ausbiz Capital GroWise Fund ARSN 685 530 698 (Fund). You should consider the Product Disclosure Statement and Target Market Determination before making any decisions about the Fund.