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ABOUT MONASH INVESTORS
MONASH IS A LEADING AUSTRALIAN EQUITY LONG SHORT MANAGER, FOUNDED IN 2012 BY ONE OF AUSTRALIA’S MOST EXPERIENCED FUND MANAGERS IN SIMON SHIELDS, THE PREVIOUS HEAD OF EQUITIES AT BOTH UBS AND CFS, AND SHANE FITZGERALD, A HIGHLY RATED ANALYST FROM UBS AND JPMORGAN.
The firm was set up to manage money in a way that both Simon and Shane felt was simply smarter than riding the share market up and down, instead, attempting to achieve targeted positive returns of double digits p.a. after fees, over a full market cycle while seeking to avoid loss of capital over the medium term.
Importantly, it was the experience gained across multiple investment styles and in seeing the pitfalls in managing very large pools of capital that shaped the way the Funds are managed today.
Monash Investors believe that more wealth can be created, and with lower risk, by aiming to achieve high rates of ‘absolute returns’ versus investing in a stock market index that simply rises and falls with the market. Monash aims to achieve our objectives by investing in a small number of compelling stocks that offer considerable upside and by shorting expensive stocks that are at risk of falling. If Monash cannot find compelling stocks that meet their high return hurdle (long and short), they simply preserve our capital in cash, waiting patiently until they emerge. There is no guarantee that the objectives will be achieved and the objectives are only an indication of the intended target return the Funds are seeking to achieve.
This document is issued by The Trust Company (RE Services) Limited ABN 45 003 278 831, AFSL 235 150 (“Perpetual”) as responsible entity of, and issuer of units in, the Monash Absolute Investment Fund ARSN 606 855 501 (“Fund”). Monash Investors Pty Limited ABN 67 153 180 333, AFSL 417 201 (“Monash Investors”) is the investment manager of the Fund. The inception date of the Fund is 2 July 2012. Winston Capital Partners Pty Limited ABN 29 159 382 81, AFSL 4695563 (Winston) provides distribution services to Monash.
The information provided in this document is general information only and does not constitute investment or other advice. The content of this document does not constitute an offer or solicitation to subscribe for units in the Fund or an offer to buy or sell any financial product Accordingly, reliance should not be placed on this document as the basis for making an investment, financial or other decision. This information does not take into account your investment objectives, particular needs or financial situation. None of Perpetual, Monash Investors or Winston accepts liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. Any investment decision in connection with the Fund should only be made based on the information contained in the disclosure document for the Fund. A product disclosure statement (PDS) issued by Perpetual dated 3 August 2015 is available for the Fund. You should obtain and consider the PDS for the Fund before deciding whether to acquire, or continue to hold, an interest in the Fund. Initial Applications for units in the Fund can only be made pursuant to the application form attached to the PDS.
Performance figures assume reinvestment of income. Past performance is not a reliable indicator of future performance. Comparisons are provided for information purposes only and are not a direct comparison against benchmarks or indices that have the same characteristics as the Fund.
None of Monash Investors, Perpetual or Winston guarantee repayment of capital or any particular rate of return from the Fund. None of Monash Investors, Perpetual or Winston give any representation or warranty as to the reliability, completeness or accuracy of the information contained in this document. All opinions and estimates included in this document constitute judgments of Monash Investors as at the date of this document are subject to change without notice.
The Lonsec Rating (09/2017) 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 Monash Investors (Monash), 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
SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.