Short & Leveraged Hedge Funds
Geared or leveraged investments are commonly used by highly experienced investors to trade their high conviction views on the market. These investments are designed to be short-term trading tools and use derivatives, such as futures contracts, to deliver market exposure. These tools are not designed as long-term, buy-and-hold investments.
Such investments require less capital to be committed upfront to achieve a set amount of market exposure compared to traditional investments because of their ability to amplify returns.
Long investments aim to provide returns that are positively related to the market, that is, provide positive returns in a rising market and negative returns in a falling market.
Short investments aim to provide returns that are negatively related to the market, that is, offer positive returns in a falling market and negative returns in a rising market.
Leveraged investments not only magnify gains but also magnify losses. Investors using these tools should have a thorough understanding of the investment strategy before investing and should continually monitor their investment when using these products.
Why invest using leveraged funds?
• The ability to make short-term high conviction trades.
• As a hedging tool to avoid selling exposures and realising capital gains or crystallising losses.
• Efficient and transparent way to access derivatives in a single trade.
How does LNAS work?
How does SNAS work?
NAV - net asset value per unit in Australian dollar.
AUM ($mn) - assets under management (millions) in Australian dollar.
Date - last updated date of NAV and AUM.
PCF - portfolio composition file, only available for equity and cash products
Bar list - metal bar list, only available for metal products