Frame Futures Fund

The investment objective of the Frame Futures Fund is to deliver capital growth over the medium to long term.
To pursue its investment objective, the strategy is actively managed and primarily invests in a portfolio of futures across the asset classes of commodities, currencies, equities and fixed income.
1%
12m rolling return
$0.00
Unit price as at 31 March 2022
OPEN
Current status
About This Fund

The Frame Futures Fund was established in 2016 by Hue Frame. The team currently includes Hue Frame as Portfolio Manager, Harry Heaney as Research Analyst and Sydney Robertson as Quantitative Research Analyst.

The Fund is managed utilising our three core principles:

  • Fundamental investing
  • Diversification
  • Systematic execution

Typically, the fund typically holds between 20 – 100 investments within the investment universe of Equities, Fixed Income, Currencies, and Commodities. This diversification provides investors with exposure to a diversified portfolio of global macroeconomic themes.

Investment Objective

The investment objective of the Frame Futures Fund is to deliver capital growth over the long term by seeking out higher reward/risk ratio opportunities throughout all market cycles.

Investment Universe

The fund may invest in, but is not limited to:

  • Equities
  • Fixed Income
  • Currencies
  • Commodities

Risk Parameters

  • Maximum NAV drawdown (per position) 1%
  • Maximum margin to equity ratio 20%
  • Minimum cash or cash equivalents 80% of NAV
  • Minimum number of positions: 1 (incl. cash)
  • Maximum number of positions: 100

Trustee & Administrator

The Administration and Trustee roles of the fund are completed by Primary Securities Ltd (ABN 96 089 812 635, AFSL No 224 107). To apply for units in the Frame Futures Fund, you can complete the application process online via the Primary Securities website (www.primarysecurities.com.au).

Key Information for Investors

  • Wholesale Investors only (Corporations Act 2001, section 761G, 761GA)
  • Fund structure wholesale unregistered unit trust
  • Base currency Australian Dollars (AUD)
  • Monthly unit pricing
  • Minimum investment $50,000
  • Additional investment $25,000
  • Liquidity monthly

Or phone us on (02) 8668 4877

Fund Performance

The figures below show our fund returns as of 31 March 2022 (after fees before tax).

Fund Chart 1-Mth 6-Mth 1-Yr 2-Yr p.a. 3-Yr p.a. FYTD CYTD
Frame Futures Fund +8.15% +12.53% +23.52% +28.54% +12.41% +9.05% -0.85%

Past performance is not a reliable indicator of future performance. All figures are calculated after fees and before any applicable tax.

Investment Team

Hue Frame

Hue Frame

BCom

Managing Director, Portfolio Manager

Hue is the Founder of Frame Funds. He worked as a Risk Analyst at Westpac Banking Corporation and as a Private Client Adviser before establishing Frame Funds in 2016. Hue holds a Bachelors of Commerce, Majoring in Management from the University of Canterbury, New Zealand.

Harry Heaney

BActSt BAppFin

Research Analyst

Harry Heaney is a Portfolio Manager and Research Analyst at Frame Funds Management. Harry joined Frame Funds in May 2020. He holds a Bachelors of Actuarial Studies and a Bachelors of Applied Finance at Macquarie University. Harry is currently undertaking the Associate program with the Actuaries Institute of Australia.

Sydney Robertson

Quantitative Research Analyst

Sydney Robertson is a Quantitative Research Analyst at Frame Funds Management. Sydney joined Frame Funds in October 2021. His primary focus is on systematic strategy development and risk management system improvement.

Resources

Click on the links below to view more information about this Fund.

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