Australian Absolute Return Equity Manager Monash Investors receives “Recommended” Rating from Lonsec



November 9, 2016

Independent research firm Lonsec has awarded a “Recommended” Rating to the Monash Absolute Investment Fund (Fund). The Lonsec rating follows a Superior Rating received by the Fund from SQM in June 2016.

Monash Investors Co Portfolio Manager Simon Shields said the Rating was welcome affirmation of the Fund’s unique attributes and investment approach.

“Monash Investors was conceived as a specialist asset manager that is deliberately different from the crowd, based on the insights of having previously managed very large pools of capital” Mr Shields said.

“Our most important point of difference is our stated performance objectives, where we are attempting to ‘reliably grow investor wealth’ by providing investors with more certainty over the investment outcomes they receive. Of course, our targets are just that, they are not guarantees, but since our inception in July 2012 we have provided investors with double digit returns after fees, with lower volatility and drawdowns than the market, with no loss of capital in any financial year.”

Commenting on the Lonsec rating, Monash Investors Co Portfolio Manager Shane Fitzgerald said,“It’s encouraging to see Monash recognised for its unique absolute return Australian equities strategy, in a market where demand for such capabilities is rising. We continue to see advisers looking for funds that can support their objective-based advice processes, whilst also providing a satellite option for advisers who manage direct holdings on behalf of their clients, where they recognise that shorting or investing in Pre-IPO stocks is more difficult for them to do.”

The Fund is currently available for use by advisers on Netwealth, Hub24, Powerwrap,, Mason Stevens and Macquarie Wrap.

Mr Shields concluded: “Unlike most fund managers in the market today, we intend to hard close the Fund at $500m to ensure that our investors do not get impacted by the weight of money that can reduce returns over time.”

Source: Monash Investors

Share your comments and feedback with the editor

Sponsored content

Playing Now:

Cut & Paste conveys information received directly from the organisations concerned. Statements and releases published here have been selected for their relevance to the financial planning profession. They are generally unedited, and the views expressed do not necessarily reflect those of Professional Planner.

Have your say

Will most financial planning services be automated in 10 years?
Vote Now