Frame Long Short Australian
Equity Fund

The investment objective of the Fund is to deliver income and capital growth over the long term by investing in Australian listed equities, exchange-traded Derivatives, and cash assets.
The Fund typically holds between 20 – 40 investments, predominantly within the ASX 200.
%
12m rolling returns
$1
Unit price as at 31 March 2022
OPEN
Current status
About This 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 investment objective of the Fund is to deliver income and capital growth over the long-term by investing in Australian listed equities, exchange traded Derivatives and cash assets. The Fund is suitable for investors with an investment horizon of at least five years.

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

  • 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

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

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 Long Short Australian Equity Fund +1.20% -2.68% -3.90% - - -6.82% -7.33%

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, Co-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

Co-Portfolio Manager

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.

Resources

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

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