Dynamic Plus Fund

The Drummond Dynamic Plus Fund seeks to provide investors with an attractive return in a low return world by selectively using leverage combined with our proven tactical asset allocation process across liquid markets such as equities, bonds, credit and alternatives

Fund OverviewStrategyPerformanceHow to Invest

The Drummond Dynamic Plus Fund seeks to solve for investors' ongoing desire to achieve double digit returns despite lower forecasted asset class returns. The Fund will provide investors with a liquid, diversified fund with targeted returns akin to more concentrated, illiquid alternatives. The Fund is suitable for wholesale investors.

Strategy

The Fund is a global multi-asset strategy, targeting a return of 10% p.a. over a time horizon beyond 5 years with equity-like volatility. The Fund is constructed using the team’s proprietary econometric forecasting of long-term asset class returns. The investment team overlays its tactical market views to manage downside risks and add value when the opportunity presents.

01

Multiple sources of return

Diverse mix of asset classes across global geographies

02

Multiple time horizons

Long term market beta, short term tactical considerations, market mis-pricing & portfolio hedging

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Active management

The fund is actively managed to take advantage of long term market returns whilst utilising investment diversity and portfolio hedging to smooth investment outcomes

04

Experienced investment team

Fund is managed by a highly experienced team of 4 portfolio managers with an average of 16 years industry experience

How does the Fund fit in portfolios?

An Alternative Asset Allocation

The Fund can replace an existing allocation to alternative assets and hedge funds as part of a total investment solution. Unlike many alternative funds, it is liquid and transparent.

A Satellite Investment to a Core Portfolio

As the Fund is designed with a higher risk and return profile than some core portfolio holdings, it can be used as an investment satellite that compliments the lower risk core portfolio.

A Diversified Total Investment Solution

The Fund invests across major global assets classes and is actively managed. It can be a whole of wealth investment solution for wholesale investors wanting to achieve double digit returns with active risk management.

Performance

Performance as at July 2022

Source: Drummond Capital Partners, Interactive Brokers. *Performance from 1/2/21 to 31/7/21 is based upon a separate account managed under the same strategy and similar fee structure. The Drummond Dynamic Plus Fund (ABN 69109453831) commenced 1 August 2021 and performance from this date on is based upon fund returns not the separate account.
Past performance is not indicative of future performance. Performance reported is net of fees.

Current Report
Past Reports

Source: : Drummond Capital Partners,Interactive Brokers, Refinitiv. Performance from 1/2/21 to 31/7/21 is based upon a separate account managed under the same strategy and similar fee structure. The Drummond Dynamic Plus Fund (ABN 69109453831) commenced 1 August 2021 and performance from this date on is based upon fund returns not the separate account.Past performance is not indicative of future performance. Performance reported is net of fees.

How to Invest

To invest in the Drummond Dynamic Plus Fund, wholesale investors can follow the following steps.

01

Download and read

02

Download and complete

03

Send the Application Form

Investments can be made directly to the Fund Administrator (Apex Fund Services). To submit your application, please complete the Application Form for new investments along with the relevant Identification Forms and post your original signed Application Form, Identification Forms and relevant original certified identification documents to Apex as outlined in the Application form.