Rochford Leveraged Long AUD Fund

The Investment Objective of the Fund is to provide unit holders with a geared exposure to a depreciation in the US Dollar relative to the Australian Dollar

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Fund Objectives and Risks

Objectives

  • To provide investors with a three times (3x) geared exposure to a depreciation in the US dollar relative to the Australian dollar.
  • Provide investors with a cost & capital-effective hedging solution for Managed Account Portfolios.
  • To provide AUD risk mitigation for USD based assets in a rising AUD environment
  • Provide daily pricing and liquidity.
  • Allow investment managers and individual investors to adjust their hedging profile via their allocation to the fund.

Risks

The Fund offers leveraged exposure to the AUD/USD exchange rate, providing the potential for enhanced returns. However, as with any leveraged investment, there is also the possibility of magnified losses if the USD strengthens against the AUD. Currency markets can be volatile, and all investments run the risk of a loss of capital.

Easy Access

  • Simple on platform implementation
  • Apply for units with daily pricing
  • Daily liquidity with straightforward redemptions

Potential Diversification Benefits

  • Low Correlation Characteristics

    Currency strategies exhibit low correlation to traditional asset classes, supporting portfolio diversification.

  • Stable Cash Allocation

    A portion of the portfolio is allocated to AA+ rates Australian dollar deposits.

Why Invest In This Fund

  • Protection for USD-Denominated Assets

    Helps mitigate the impact of a rising AUD on USD-based asset values through active currency management.

  • Strategic AUD Exposure

    Gain targeted exposure to movements in the Australian dollar, with the potential to benefit from AUD appreciation against the USD.

  • Efficient Portfolio Capital Utilisation

    Achieves 3 x exposure to AUD/USD whilst maintaining a cash equivalent liquidity.

  • Beta exposure to AUD/USD.

    Potential Alpha from cash return

Investment Manager
Rochford Capital Pty Ltd
Responsible Entity
Equity Trustees Ltd
Administrator and Custodian
Apex Fund Services Pty Ltd
Investment Universe
Basic Deposit Products; Over the counter (OTC) FX Contracts and Derivatives, and cash.
Investor Type
Wholesale clients only
Management Fee
0.50% of GAV plus 20% of Net Cash Margin
Buy/Sell
0.10%
Minimum Investment
$20,000
Fund Type
Wholesale, registered
Pricing and Liquidity
Daily
Applications and Redemptions
Daily
Transactional Counterparties
Macquarie Bank & NAB (minimum credit rating single A)

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