-
1.28% pa*
Management
fees and costs -
6. High
Risk Level
-
5 years
Minimum
suggested timeframe -
On-Platform
Access via North
Overview
SouthPeak Investment Management employs a proprietary, systematic investment approach that focuses on harvesting attractive and differentiated alpha and protection from global volatility markets. The fund's strategy involves holding cash and buying and selling equity index options and futures that are liquid and listed on major global exchanges. This combination of income generation and strong risk management is designed to capture upside while protecting against downside.
This fund invests in a diversified mix of volatility strategies to capture alternative return sources that behave differently across a range of market conditions. This may help in providing stable and consistent returns.
Detailed facts
| APIR code | IPA6729AU |
| Investment objective | To provide a total return, after costs and before tax, above the Fund's performance benchmark on a rolling 5-year basis. |
| Distribution frequency | Quarterly |
| Product inception date | 14 April 2025 |
| Benchmark | Reserve Bank of Australia (RBA) daily cash rate target as published by Bloomberg (RBACTRD) Index). |
| Product status | Open |
Documents
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Fund Reports
Latest performance reports
Risks
The Fund may be suitable for a consumer with a higher risk profile, seeking to maximise returns and can accept higher potential losses. The Fund has a risk band of ‘6. High’. The Fund's risk band and risk label are based on an estimation that the number of negative annual returns over any 20-year period would be within the range of 4 to less than 6 or greater.
Information about the methodology used for calculating the risk level can be obtained by contacting us. This summary is not a complete description of the risks of investing in the Fund.
For more detailed information relating to the risks of the Fund, please refer to the relevant Product Disclosure Statement.
About the manager
SouthPeak is the investment manager for the Fund’s exposure to systematic volatility strategies and is responsible for strategy design, portfolio construction and the buying and selling of the Fund’s underlying investments. Founded in 2010, SouthPeak is a specialist volatility manager with significant experience researching, designing and implementing derivatives strategies on behalf of institutional Australian and global clients.
It aims to provide investors with differentiated investment strategies to deliver attractive performance, capturing upside while protecting against downside.
Insights from SouthPeak
Find out more about SouthPeak's investment philosophy
We're here to help
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What you need to know
This information is solely for the use of the party to whom it is provided and must not be provided to any other person or entity without the express written consent of National Mutual Funds Management Ltd (ABN 32 006 787 720, AFSL 234652) (NMFM).
While every care has been taken in the preparation of this information, NMFM makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This document has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this document, and seek professional advice, having regard to the investor’s objectives, financial situation and needs.
ipac Asset Management Limited ABN 22 003 257 225, AFSL 234655) (IAML) is the responsible entity of the fund(s) and the issuer of the units in the fund(s) and the Product Disclosure Statement(s) (PDS). To invest in the Fund(s), investors will need to obtain and consider the current PDS or other offer document for the relevant Funds(s) available at amp.com.au/investments-pds. The PDS or offer document contains important information about investing in the Funds(s) and it is important that investors read the PDS or offer document before making a decision about whether to acquire, or continue to hold or dispose of units in the Funds(s). A target market determination has been made in respect of the Funds(s) and is available at www.amp.com.au/investments-tmd. Neither IAML, NMFM nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this document. Past performance is not a reliable indicator of future performance.
All information on this website is subject to change without notice.
The information included on this page was current on the date published within the document or report and issued by the entity identified in the document or report . For up-to-date information, we refer you to the relevant product disclosure statement, target market determination and product updates available at amp.com.au.