King Tide NZ/Australia Long/Short Equity Fund

Objective

The King Tide NZ/Australia Long/Short Equity Fund is designed to provide equity like returns with limited equity market risk by diversifying across funds which constantly carry protection against broad market corrections through the use of cash and/or short positions. The fund aims to provide a higher return over time than the market through careful management of downside risk.

Philosophy

We believe that in every area of life there are champions, people who achieve greater heights than others. These people are few and far between. We believe in the superior investor as defined by Howard Marks, “Thus, a low incidence and severity of loss is part of most outstanding investment records.” and “Skilful risk control is the mark of the superior investor.”

Benefits

Invest alongside King Tide’s highly experienced management team who have hand picked a diversified portfolio of Australia’s most sought after fund managers. The King Tide NZ/Australia Long/Short Equity Fund provides investors with access to a diverse range of investment strategies from funds who tend to have high minimum investment thresholds and are often closed to new investors.

Performance

NZD$10,000 INVESTED AT INCEPTION

PERFORMANCE METRICS

FUND PERFORMANCE (NET OF FEES)

ROLLING RETURNS

GROSS AND NET EXPOSURE (% OF NET ASSETS)

INVESTMENT STRATEGY (% of NET ASSETS)

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Service Providers

Legal

Auditor

Custodian/Administrator

Trustee