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Capital Fund Management

ABOUT CAPITAL FUND MANAGEMENT (CFM)

CFM IS A PIONEER IN DIVERSIFIED AND SINGLE STRATEGY ALTERNATIVE INVESTMENT STRATEGIES THAT PROVIDE A SOURCE OF RETURN TO THE FIRM’S INVESTORS WITH A LOW CORRELATION TO TRADITIONAL EQUITY AND BOND MARKETS.

Founded in 1991, CFM are one of the most established firms of its kind, with a track record built on a carefully managed expansion process, rigorous risk framework and distinct culture that blends a unique mixture of the scientific background of the firm’s researchers and IT engineers, supported by an experienced corporate team. The firm is owned by management and employees, with a minority stake held by Dyal Capital.

Research and technology are the key enablers of the investment process at CFM, which involves creating strategies derived from analysing huge quantities (petabytes per annum) of financial data allowing trading decisions to be executed in a highly systematic and disciplined way. They look for statistically significant patterns from which they create investment strategies that are rigorously tested before being implemented by algorithms that control the buying and selling of securities. CFM manages a large set of quantitative strategies which trade liquid instruments across global markets including futures, equities, bonds, options, and spot and forward FX. In view of these challenges, collaboration, humility and innovation are key components to CFM’s culture.

CFM’s investors include Pension Funds, Endowments, Sovereign Wealth Funds, Foundations, Fund of Funds, Private Banks, Insurance Companies and Family Offices and we have offices in Paris, London, New York and Tokyo.

In addition to carrying out research on new strategies, CFM have strong links to a number of universities and our researchers contribute to the advancement of knowledge in finance and economics by lecturing and regularly publishing academic articles.

DISCLAIMER

The Trust Company (RE Services) Limited ABN 45 003 278 831, AFSL 235 150 (“Perpetual”) is the Responsible Entity of, and issuer of units in, the CFM Institutional Systematic Diversified Trust, and Capital Fund Management LLP (CFM) is the investment manager of the fund. This publication is intended only to provide a summary of the subject matter covered. It does not purport to be comprehensive or to provide legal, taxation or other advice on the subject matter. No reader should act on the basis of any matter contained in this publication without first obtaining specific professional advice. The information on this website is general information only and does not constitute investment or other advice. The content of this website does not constitute an offer or solicitation to subscribe for units in the Fund. CFM accepts no liability for any inaccurate, incomplete or omitted information of any kind or losses caused by using this information. A product disclosure statement (PDS) for the Fund is available free of charge from www.cfmaltbeta.com.au . The PDS should be considered before deciding to acquire, or continue to hold and investment in the Fund. Applications can only be made on the basis of an application form attached to the current PDS. Figures include GST unless stated otherwise performance figures are after fees and expenses and assume reinvestment of income. Past performance is not a reliable indicator of future performance. Neither CFM or Perpetual guarantee repayment of capital or any particular rate of return from the Fund. Neither CFM or Perpetual given any representation or warranty as to the reliability or accuracy of the information contained on this website. All opinions and estimates including on this website constitute judgments of CFM and are subject to change without notice. This communication is for wholesale clients use only. Not for retail clients use or distribution.

Lonsec Rating

The Lonsec Rating (30/07/2018) for CFM ISDiversified and (30/07/2018) for CFM ISTrends Class A and CFM ISTrends Class B presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Capital Funds Management (CFM), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings

Zenith Disclaimer

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned 08/12/2016 for CFM ISDiversified and 06/12/2017 for CFM ISTrends Class A) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of futur performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at www.zenithpartners.com.au/RegulatoryGuidelines

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