The Monash Investors website (“website”) is owned and operated by Monash Investors Pty Limited (“Monash Investors”) (ABN 67 153 180 333, AFSL 417201).
This website is issued by Monash Investors as authorized representatives of Winston Capital partners Pty Ltd ABN 29 159 382 813, AFSL 469 556 (“Winston Capital”) for the provision of general financial product advice and covers the Monash Absolute Investment Fund (“Fund”) (ARSN 606 855 501) and Monash Absolute Active Trust (Hedge Fund, ASX: MAAT) (“ETMF”) (ARSN 642 280 331). Monash Investors is the investment manager of the Fund and the ETMF.
The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) (“Perpetual”) as the responsible entity of, and issuer of units in the Fund and ETMF, and Monash Investors is the investment manager of the Fund and the ETMF. The inception date of the Fund is 2 July 2012 and the inception date of the ETMF is 28 May 2021. Monash Investors operates this website and all opinions and estimates on this website constitute judgements of Monash Investors and are subject to change without notice. The information on this website is provided for general information purposes only, and is not to be construed as solicitation of an offer to buy or sell any financial product. Accordingly reliance should not be placed on this website as the basis for making an investment, financial or other decisions. The information on this website does not take into account your investment objectives, particular needs or financial situation. Whilst every effort is taken to ensure the information on this website is accurate, its accuracy, reliability or completeness is not guaranteed. A product disclosure statement (PDS) issued by Perpetual dated 1 July 2021 is available for the Fund and a PDS for the ETMF dated 14 April 2021. You should obtain and consider the PDS before deciding whether to acquire, or continue to hold, an interest in the Fund. Initial applications for units in the Fund or the ETMF can only be made pursuant to the application form attached to the PDS.
Performance figures assume reinvestment of income. Past performance is not a reliable indicator of future performance. Comparisons are provided for information purposes only and are not a direct comparison against benchmarks or indices that have the same characteristics as the Fund.
Neither Monash Investors or Perpetual guarantee repayment of capital or any particular rate of return from the Fund. Neither Monash Investors or Perpetual give any representation or warranty as to the reliability, completeness or accuracy of the information contained in this document. All opinions and estimates included in this document constitute judgements of Monash Investors as at the date of this document are subject to change without notice.
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned MON0001AU June 2021) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines.
Independent Investment Research (IIR) has awarded a Recommended rating for the Monash Absolute Active Trust (ASX: MAAT). To access the IRR report, please refer to our website at www.monashinvestors.com or click here
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