BEAR

About

Gives investors a simple and accessible way to obtain ‘short’ exposure to the market

• Designed to go up when the market goes down (and vice versa)
• A 1% fall in the Australian sharemarket on a given day can generally be expected to deliver a 0.9% to 1.1% increase in the value of the Fund (and vice versa)
• Hedge portfolios against falling markets via an efficient use of capital
• Can be used to seek profits when markets decline
• No need to borrow shares or use proprietary trading platforms in order to obtain a magnified short exposure
• Alternative to CFDs
• Actively managed

Advantages

• Access – obtain returns that are negatively correlated to Australian sharemarket as simply as buying any share
• Convenience – investors avoid complications and costs of CFDs, futures and short selling
• No margin calls for investors – cannot lose more than initial investment
• Liquidity – available to trade on ASX like any share
• SMSF eligible

How to Invest

• You can buy or sell units just like you’d buy or sell any share on the ASX
• Fund requires no minimum investment