Sydney, 15 October 2019: CFM has been named “Best Offshore Manager operating in Australia” at the Australian Alternative Investment Awards, held in Sydney. The Hedge Funds Rock and Australian Alternative Investment Awards have been held annually since 2005 and were created to recognize and honour the industry’s top performers. CFM’s IS Trends – Class A fund was a finalist in the “Best Global Macro/Futures Fund” category.
The overarching aim of the awards is to recognise managers which display performance in keeping with the objectives of the investment industry – including consistent, competitive risk-adjusted returns, independent of the direction of financial markets. Managers are ranked using both quantitative and qualitative assessment and must achieve high minimum standards across all criteria.
Steve Shepherd, Managing Director and Head of Asia-Pacific at CFM said being named “Best Offshore Manager operating in Australia” is a strong endorsement of CFM’s pioneering role in developing alternative beta investment strategies and introducing them to investors around the world.
“We create alternative beta strategies which offer a source of potential return with a low correlation to traditional equity and bond markets, and which give investors the opportunity to access returns from plausible, repeatable market patterns in both rising and falling markets,” he said.
“We have been providing Australian investors with low-cost ways of diversifying their portfolios for many years – institutional investors initially, but increasingly wealth management and dealer groups – and it’s this increasing demand for our alternative beta and trend following strategies which led us to open a permanent office in Sydney last year.
CFM’s IS Trends – Class A Fund, named a finalist in the “Best Global Macro/Futures Fund” category, is a managed futures trust which takes advantage of trends in a large range of global assets and markets, including bonds, equities, rates, currencies and commodities in a low-cost, transparent structure. IS Trends offers two unit class options: Class A which has a 10% volatility target and Class B with a 15% volatility target.
“CFM began as a hedge fund manager focusing on systematic trading strategies, and today our programs are the result of years of research and experience.
Our investment strategies aim to achieve consistent returns, in variable market conditions and with a risk profile that seeks to be less volatile than general market indices – in a low-cost, transparent and efficient way” he said.
For more information or to arrange an interview, please contact:
Phone: 02 9018 8603
Phone: 02 9018 8625
This document is issued to you by Capital Fund Management LLP (“CFM LLP”), in relation to the CFM Institutional Systematic Trends Trust (the “Fund”). CFM investor materials are issued by CFM LLP in Australia. Please contact your investor representative if you have any questions as to CFM LLP. CFM LLP is regulated by the UK Financial Conduct Authority under the law of England and Wales. Pursuant to ASIC Corporations (Repeal and Transitional) Instrument 2016/396, CFM LLP is exempt from the requirement to hold an Australian financial services license under the Corporations Act. The laws of England and Wales differ from Australian laws. This document is only available to Wholesale Clients as defined in the Australian Corporate Act 2001; or any other local qualification denoting knowledge and experience with financial matters.
CFM LLP accepts no liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. CFM LLP does not give any representation or warranty as to the reliability or accuracy of the information contained in this document. All opinions and estimates included in this document constitute judgments of CFM LLP as at the date of this document and are subject to change without notice.
Any description or information involving investment strategies, processes or allocations is provided for illustrations purposes only, may not be fully indicative of any present or future investments and is not intended to reflect anticipated performance. Targets or objectives, including with respect to returns, volatility or leverage, if any, are used for measurement or comparison purposes only. Such targets or objectives reflect subjective determinations based on a variety of factors, including, among others, investment strategy, prior performance, volatility and leverage measures and expectations and market conditions. There can be no assurance that such targets or objectives will be met over any particular time horizon. Performance may fluctuate as can volatility and leverage. Targeted returns are not intended to be actual performance and should not be relied upon as an indication of actual or future performance. No representation is made that the risk management, investment process, trading performance, investment objectives or the control of operational risks, credit risks and other risks involved in any trading strategy of the Fund or CFM LLP will or are likely to be achieved or successful or that any fund or underlying investment will make any profit or will not sustain losses. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.
THE VALUE OF ANY INVESTMENT MAY GO DOWN AS WELL AS UP AND THERE MAY BE SIGNIFICANT RISK OF LOSS. THERE IS NO GUARANTEE OF TRADING PERFORMANCE AND PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.