Absolute Return Australian Equities

 

Our Objective

12-15% p.a. (after fees) over a full investment cycle,
and avoid loss in any financial year.

 

it’s that simple

 
Why these numbers?

Risk defined

In line with our ‘absolute return’ objectives, we view risk as losing money. We are not interested in achieving ‘relative returns’ against stock market indexes, but in creating wealth by investing in compelling stocks (long and short) that meet our high return hurdle.

Let us explain

Constraint restricts reward from opportunity

Unlike most benchmark aware and index tracking funds, we have fewer portfolio constraints. Having a more flexible mindset, helps to increase the likelihood of us achieving our performance objectives, when compared to those fund managers who are bound by rules that make no sense from an investment perspective.

Let us explain

Compelling stocks

Compelling stocks are defined as those that meet our very high return hurdles and are mispriced and misunderstood by the market. Because we set the bar high, we focus our research attention on a small number of ideas that meet our strict criteria, versus trying to cover the whole market.

Let us explain

You're in good company

In 2012, Monash Investors was established by two of Australia’s most experienced fund managers in Simon Shields and Shane Fitzgerald. Read more…

Learn about the Fund

The Monash Absolute Investment Fund (MAIF) offers investors an Australian equity fund that aims to deliver absolute returns of 12-15% p.a. (after fees), over a full investment cycle, and avoid loss in any financial year. Read more…

Invest here

Become a co-investor in the Fund.

Invest

Sign up for Monash Insights

To keep up to date with what is happening at Monash, to get stock stories about our portfolio, as well as investment videos, please subscribe here

You have successfully subscribed to Monash Insights - please check your email to confirm

Terms and Conditions
The following information is only available to Wholesale Clients. By clicking the Agree button below you are confirming that you are a Wholesale Investor as defined by the Australian Corporations Act.
TERMS & CONDITIONS
What is a financial services licensee? A person or entity is a financial services licensee if they hold an Australia financial services licence issued pursuant to the Corporations Act 2001
BY CLICKING ON 'I AGREE', I DECLARE I AM A FINANCIAL SERVICES LICENSEE AS DEFINED IN THE CORPORATION ACT 2001.
  We hate spam and never share your details.
The following information is only available to Sophisticated or Wholesale Investors. By submitting your details you are confirming that you are a Wholesale Investor as defined by the Australian Corporations Act.

Once you have submitted the form you will be able to download the PDS
Terms and Conditions