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Morningstar Fund Report

Redpoint Active Australian Equity Fund

Retail

Fund Report | Report generated 27 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: Redpoint Active Australian Equity Fund
Index
Index: S&P/ASX 200 TR AUD

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund -- 5.87 -3.29 16.51
+/- Cat -- -- -- --
+/- Index -- 0.20 -3.85 0.59

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.40 -- -0.93 --
3 Month 3.67 -- -1.15 --
1 Year 19.44 -- -1.05 --
3 Year 5.59 -- -1.93 --
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 12.68 -- 12.45
Sharpe Ratio 0.32 -- --
R-Squared 96.93 -- --
Beta 1 -- --
Alpha -1.82 -- --

Fund Details

Fund Inception 25 Feb 2014
Responsible Entity Antares Capital Partners Ltd
Fund Manager Redpoint Investment Management Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2017)
11.86
Minimum Investment $ 20,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions Semi-Annually

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Apr 2017

APIR Code PPL0030AU
Legal Type Investment Trusts
Status Open
Category Equity Australia Other
Entry Price $ 1.0447
Exit Price $ 1.0405
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.4007

Annual

ICR pa (30 Jun 2015) 0.7000
Max Management Fee pa 0.85%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000