Investment Strategies

The strategies we offer at Frame Funds aim to deliver superior risk-adjusted returns and
capital protection over the medium to long term.

Multi-Strategy Quantitative Hedge

The investment objective of the Fund is to seek to produce attractive risk adjusted returns which have a low long-term average correlation to traditional equity markets. The Fund seeks to achieve returns from its multi strategy approach, in excess of the Benchmark, 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.

Fund inception date: April 2016
Investor Classification: Wholesale
Status: OPEN
Distribution: Semi-annually

Quantitative Australian Equities

The investment objective of the strategy is to deliver income and capital growth over the long-term by investing in Australian listed equities, exchange traded Derivatives and cash assets.

The strategy typically holds between 20 – 40 investments, predominantly within the ASX 200.

Inception date: July 2020
Investor Classification: Wholesale & Retail
Status: OPEN
Distribution: Semi-annually

Contact Us

If you have any questions regarding your existing investment or queries on making a new investment, we are here to help.

Or phone us on (02) 8668 4877