Australian Equity Long/Short Fund

Objective:  

The Fund aims to provide capital growth over the long term (at least five years).

Benchmark:  

The Fund does not attempt to track any benchmark.

Investment universe:  
  • Shares of companies listed on the Australian and New Zealand stock exchanges.
  • Shorts where there is a belief that the company is over valued.
  • Options, futures and other derivatives to manage risk.
Portfolio construction:  

Concentrated portfolio of between 25 and 50 companies.

Weighting will generally be determined by the level of undervaluation of the company, the quality of the company, the liquidity of the stock and manager conviction.

The portfolio weighting will not be determined by reference to the stock weightings in any index.

How to invest:  

To invest in the WaveStone Australian Equity Long/Short Fund you will need to visit our partner's website to download the Product Disclosure Statement.

Fidante Partners website

You can also find more information about the WaveStone Australian Equity Long/Short Fund by contacting your financial adviser or Fidante Investor Services on 13 51 53.

Announcement

WaveStone has launched the Wavestone Australian Equity Long/Short Fund. Now you can access a portfolio that delivers returns through all market cycles.


Investment reports

Monthly report May 2013
PDF (188KB)
Monthly report April 2013
PDF (143KB)
Quarterly report March 2013
(PDF 388KB)
Monthly report February 2013
(PDF 723KB)
Monthly report January 2013
(PDF 751KB)
Quarterly report Dec 2012
(PDF 1.6MB)
Monthly report Nov 2012
(PDF 744KB)
Monthly report October 2012
(PDF 695KB)
Quarterly report Sep 2012
(PDF 2MB)
Monthly report August 2012
(PDF 697KB)
Monthly report July 2012
(PDF 1MB)
Quarterly report June 2012
(PDF 1MB)
Monthly report May 2012
(PDF 655KB)
Monthly report April 2012
(PDF 1.0MB)
Quarterly report March 2012
(PDF 1.0MB)
Monthly report February 2012
(PDF 643KB)
Monthly report January 2012
(PDF 590KB)
Quarterly report Dec 2011
(PDF 1.9MB)
Monthly report Nov 2011
(PDF 566kb)
Monthly report October 2011
(PDF 504KB)
Quarterly report Sep 2011
(PDF 2MB)
Monthly report August 2011
(PDF 760KB)
Monthly report July 2011
(PDF 491KB)
Quarterly report June 2011
(PDF 1.3MB)
Monthly report May 2011
(PDF 216KB)
Monthly report April 2011
(PDF 194KB)
Quarterly report March 2011
(PDF 591KB)
Monthly report February 2011
(PDF 188KB)
Monthly report January 2011
(PDF 160KB)
Quarterly report Dec 2010
(PDF 425KB)
Monthly report Nov 2010
(PDF 163KB)
Monthly report October 2010
(PDF 155KB)
Quarterly report Sep 2010
(PDF 414KB)
Monthly report August 2010
(PDF 141KB)
Monthly report July 2010
(PDF 80.2KB)
Quarterly report June 2010
(PDF 618KB)
Monthly report May 2010
(PDF 133KB)
Monthly report April 2010
(PDF 137KB)
Quarterly report March 2010
(PDF 351KB)
Monthly report February 2010
(PDF 119KB)
Monthy report January 2010
(PDF 116KB)
Quarterly report Dec 2009
(PDF 433KB)
Monthly report Nov 2009
(PDF 133KB)
Monthly report October 2009
(PDF 132KB)
Quarterly report Sep 2009
(PDF 220KB)
Monthly report August 2009
(PDF 48KB)

Researcher ratings

The WaveStone Capital Australian Equity Long/Short Fund (the Fund) offers investors a benchmark unaware
long/short Australian equities opportunity with an objective toDownload PDF (198KB)

Interests in the WaveStone Australian Equity Long/Short Fund (ARSN 134 793 605) are offered and issued by Fidante Partners Limited ABN 94 002 835 592. AFSL 234668.The offer or invitation to subscribe in interests in the product is only available to persons receiving the PDS in Australia and is subject to terms and conditions described in the PDS. Neither WaveStone Captial, the product issuer, Fidante Partners Limited, any Custodian, nor any entity or person associated with Fidante Partners related companies guarantees repayment of your capital or the performance of your investment. The information contained above has been prepared without taking account of any person's objectives, financial situation or needs. Because of that, each person should, before acting on any such information, consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Each person should obtain a current PDS relating to the product and consider that document before making any decision about the product. If you acquire or hold the product, we and/or a Fidante Partners related company will receive fees and other benefits which are generally disclosed in the PDS or other disclosure document for the product. Neither Fidante Partners nor a Fidane Partners related company and our respective employees receive any specific remuneration for any advice provided to you. However, financial advisers (including some Fidante Partners related companies) may receive fees or commissions if they provide advice to you or arrange for you to invest in the Fund. WaveStone Capital, some or all of Fidante Partners related companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company.