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Millinium Alternatives Fund

About this Fund

Fund Detail

PDS
FUND MANAGER Millinium Capital Managers
ASX Code MAX*
APIR
ASSET CLASS LISTED INVESTMENT COMPANY
INVESTMENT STYLE MAX provides exposure to a diversified portfolio of alternative assets and strategies.
INVESTMENT PROFILE MAX aims to produce capital growth over the medium to long term.
CURRENCY MANAGEMENT Active management
INCEPTION DATE
BENCHMARK N/A
FUND SIZE N/A
DISTRIBUTION FREQUENCY N/A
NO. OF HOLDINGS
FEES 1.25% plus GST per annum
STRUCTURE

Benefits

Benefits

Benefits of investing in MAX

  • We offer investors a stable alternatives investment fund that produces superior capital growth over the medium-to-long-term, with reduced volatility. Over the past three years, the fund has been restructured and investment strategies have been adopted to take advantage of investment opportunities in today's changing markets.
  • Since late 2014, we have pursued a two-fold investment strategy that aims to take advantage of new market opportunities.
  • One of these strategies is to capitalise on the opportunities presented by digital transformation.
  • Our second investment strategy is to take advantage of mispriced securities of listed or unlisted businesses.
RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About the Fund

Millinium's Alternatives Fund (ASX Code: MAX) provides exposure to a diversified portfolio of alternative assets and strategies that aims to produce capital growth over the medium to long term.

Mandate

How we invest your money

Investments may include:

  • Real assets such as property related investments, unlisted equity and debt instruments;
  • Absolute return strategies;
  • Other unlisted managed funds, cash, money market instruments, listed managed funds and other yielding investments.