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.
Investment Objective
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).
Investment Universe
- Australian listed equities
- Exchange-traded derivatives to manage risk
- Cash or cash equivalents
Risk Parameters
- 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
Investment Manager
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.
Further information
- 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
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