The fund’s investment strategy is based on the belief that markets are inefficient, creating price anomalies that can be exploited by a disciplined, objective investment process. 

To maximise risk-adjusted, long-term returns by investing in undervalued stocks and short selling overvalued stocks listed on the Australian Securities Exchange while carefully controlling portfolio risk and transaction costs.

Acadian believes that the larger the pool of potential investments, the greater the opportunity an active manager has to add value. Acadian believes that stocks and markets have many attributes that are related to potential outperformance, and that a successful investment approach must be multi-faceted and highly adaptable. Acadian believes that objectivity is crucial to investment success. 

What are the benefits of the funds? 

Investing in one of the funds allows you to take advantage of a team of investment professionals helping to make the most of your money.

Professional investment management

The Acadian investment managers are among the leaders in their field who follow a disciplined investment process using a combination of investment experience, expertise and sophisticated research.

Award winning service

We are committed to delivering superior client service and administration which has been recognised through many industry awards. 

Objective

To maximise risk-adjusted, long-term returns by investing in undervalued stocks and short selling overvalued stocks listed on the Australian Securities Exchange while carefully
controlling portfolio risk and transaction costs. The fund aims to outperform the S&P/ASX 300 Accumulation Index over rolling fouryear periods before fees and taxes.

Cooling-off

A 14-day cooling-off period may apply to your initial investment (refer to ‘Is there a cooling-off period?’). If you are an indirect investor then you should follow the instructions of the IDPS operator.

Complaints resolution

We have a complaint handling process in place (refer to ‘What to do if you have a complaint?’). If you are an indirect investor then you should follow the instructions of the IDPS operator. 

For investors who can accomodate at least six negative annual returns over any 20 year period

Acadian’s investment philosophy is founded on these observations:
• Markets are inefficient because many investors do not always act rationally
• Investors have ‘mental models’ of how stock prices are set, but these frequently change due to both external and internal (psychological) factors
• Markets are adaptive, investment strategies go in and out of favour, and risk/reward relationships change over time. This suggests value-added can best be generated by:
• Knowing the value of different pieces of information at different points in time in an objective, quantified and disciplined way
• Applying this value to a broad opportunity set
• Employing dynamic investment strategies adapted to the current market environment
• Utilising a disciplined, systematic stock selection process.

The fund’s investment strategy is based on the belief that markets are inefficient, creating price anomalies that can be exploited by a disciplined, objective investment process. Acadian’s investment approach employs structured stock and peer group valuation models, which are designed to capture a broad range of relevant characteristics such as quality, value, earnings growth and price-related factors. This aims to systematically unearth securities with unrecognised value, as well as improving earnings prospects to
help unlock that value. Undervalued stocks will be purchased, while stocks that are expensive relative to their peers or have recently had their earnings estimates reduced will be selectively short sold. The fund will target a gross long exposure of 130% and a gross short exposure of 30% (130/30). The fund does not hedge currency risk.

Asset Allocation

Global Shares Range 0% - 100% (Benchmark 100%)

Cash 0% - 5% (Benchmark 0%)