Frame Long Short Australian Equity Fund - Retail Class
About This Fund
Primary Investment Board enables retail investors to invest into wholesale funds that are normally not available to them because they have smaller investment amounts or the investors are not classified as “wholesale clients”.
Class V invests only into the Frame Long Short Australian Equity Fund.
The Frame Long Short Australian Equity Fund was established in 2020. The team includes Hue Frame and Harry Heaney as Co-Portfolio Managers of the Fund.
The Fund invests in Australian listed equities, long or short, that are generally chosen from the S&P/ASX 200 Index.
The Fund may also invest in exchange-traded derivatives to manage risk and cash or cash equivalents.
Typically the fund holds between 20 – 40 investments.
The objective is to provide investors, indirectly with income and capital growth over the long term by investing in Australian listed equities, exchange-traded derivatives, and cash assets (via the Frame Long Short Australian Equity Fund).
- Australian listed equities
- Exchange-traded derivatives to manage risk
- Cash or cash equivalents
- 200% gross exposure
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 Long Short Australian Equity Fund, you can complete the application process online via the Primary Securities website (www.primarysecurities.com.au).
Key Information for Investors
- Retail & Wholesale Investors
- Registered managed investment scheme
- Base currency Australian Dollars (AUD)
- Monthly unit pricing
- Minimum investment $10,000
- Additional investment $5,000
- Liquidity monthly
Frame Funds Management Pty Ltd ACN 608 862 442 is the Investment Manager of the Fund and is a Corporate Authorised Representative (No. 123 9068) of the Trustee.
The Investment Manager’s policy is to ensure that its interests as your investment manager are aligned with your interests. Its internal policy is that its Directors should be significant investors in the Fund.
This ensures that interests of the Directors of the Investment Manager and their related and controlled entities are aligned with investors interests.
- Systematic (75% weighting) and discretionary (25% weighting) portfolios
- Systematic portfolio consists of 20 investments from the S&P ASX 200 universe selected on momentum performance indicators
Or phone us on (02) 8668 4877
The figures below show our fund returns as of 31 December 2021 (after fees before tax).
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 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.