“The cornerstone of Man AHL’s investment philosophy is that financial markets frequently demonstrate inefficiencies in price trends, which can be predicted through careful statistical analysis.”
The Fund provides investors with access to one of the world’s longest running managed futures programs, which has historically experienced a low correlation with the performance of traditional asset classes such as equities, property and bonds1.
The investment approach is a fully systematic, research driven, quantitative process that exploits technical or price driven signals through investment in a broad range of futures and forward markets, as well as highly liquid OTC markets. It is underpinned by the AHL Alpha Program, a sophisticated computerised managed futures program designed to identify and capture trends across a range of sectors including stocks, bonds, currencies, agriculturals, metals, interest rates, energies and credit.
The AHL Alpha Program primarily adopts a ‘trend following’ investment approach, meaning that it seeks to generate returns from sustained price movements (price trends or other repeatable patterns) in the markets it accesses; these can be either upward or downward price movements.
The Zenith Fund Awards are aimed to recognise and encourage excellence in funds management within the industry. The determination for who receives an Award is based on the same principles of propriety methodologies and research that Zenith maintains.
The Fund at a glance
- A quantitatively driven managed futures product
- Managed futures are generally uncorrelated with traditional asset classes
- An allocation to managed futures within a diversified portfolio has the potential to reduce risk and enhance returns
- Risk management is an essential component of the investment process
- Large investment team (140+) with strong academic qualifications
1 Past performance is not a reliable indicator of future performance
The Zenith Fund Awards were issued on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.