The Australian Resources Trust

One Managed Investment Funds Limited is the trustee of the Australian Resources Trust (the Fund).

The Fund aims to deliver positive investment results to investors, independent of the direction of the broader market. It aims to do this with a focus on attempting to achieve returns in excess of 20% (after fees and expenses) over rolling three year periods.

The Fund’s investment strategy is to invest primarily in equities and options which are listed on the ASX, with a specific focus on the resources sector. The trading and market position strategies adopted by the Investment Manager are designed to capture both short and long term investment opportunities. The strategy can best be described as an active, technical based multi-direction approach seeking to take advantage of short term momentum in the market. Using a systematic model, opportunities are generated on equities and options on the ASX in the resources sector. The portfolio is actively managed on a daily basis and the strategies and systems utilised by the Investment Manager may be revised from time to time as a result of further research and development.

The Fund’s investment strategy is speculative and entails substantial risks. There can be no assurance whatsoever that the investment objectives of the Fund will be achieved and results may vary substantially over time. The practices of short selling, leverage and limited diversification can, in certain circumstances, substantially increase the risk and possibility of adverse effects to which the Fund’s investment portfolio may be subject. The key risks associated with the Fund are summarised in Section 4 of the Information Memorandum.

The main benefits of investing in the Fund may include the following:

  • The potential for capital growth of the investment over time through portfolio selection;
  • Access to moneys in the Fund through the redemption of units, which in normal circumstances will be paid to you within 10 Business Days from the end of the Quarter in which your request was processed; and
  • Investment management expertise provided by the Investment Manager.

As a unit holder you will also:

  • Receive regular updates about the performance of the Fund; and
  • Have the right to receive notice of and attend and vote at any meeting of unit holders.

This information is issued by One Managed Investment Funds Limited (ABN 47 117 400 987, AFSL 297042) in relation to the Fund. The information provided is general information only and does not constitute financial advice or a forecast. The content does not constitute tax or legal advice or an offer or solicitation to subscribe for units in the Fund. This information has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, consider its appropriateness and the relevant Information Memorandum which can be accessed under the key documents section on this page. The trustee, their affiliates and associates accept no liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. All investments carry risks. There can be no assurance that the Fund will achieve its targeted rate of return and no guarantee against loss resulting from an investment in the Fund. Past fund performance is not indicative of future performance.

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