Four key traits of a defensive investment

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Acadian Asset Management (Australia) has celebrated a key milestone with the five year anniversary of its Acadian Quant Yield Fund. The Fund is a low volatility, floating rate defensive strategy designed to provide investors with a defensive alternative for their portfolios.

Acadian Asset Management (Australia) CEO, Andrew Hair, said, “We have been pleased with the performance of the Fund since its inception in 2008. Despite challenging market conditions and the on-set of the GFC, the Fund has met both its return and risk targets and has given investors consistent, positive returns for their defensive portfolios.”

The Fund provided a positive return in 58 out of the 59 rolling quarters since its inception and returned 5.4% p.a. (net of fees, including franking credits) to 30 June 2013.

“As term deposit rates continue to come in and with bond yields near historic lows, we believe investors will continue to seek out other options that meet the four key traits of a defensive investment: protection of capital, provision of income, being liquid and a having a low correlation to growth assets,” said Hair.

The Acadian Quant Yield Fund is available on FirstChoice, FirstWrap, BT Wrap and Asgard platforms.