THE FUND INDEPTH

The Fund is an independent, student-run, investment group concentrated primarily in US equities and with current holdings totalling over $16,000. Our primary aim is to effectively manage risk and generate market-beating returns, while introducing our members to real-world financial analysis.

 

By leveraging the expertise of our analysts, the Fund provides real-world trading experience and serves as an educational resource for the wider membership base. We use a value investing strategy across a variety of asset classes and performance is evaluated on a rolling basis to maximize returns. The fund is well diversified across all market sectors to minimise risk. At the start of each academic year the Fund is partially liquidated leaving sufficient capital for reinvestment by future analysts.

 

In the 5 months since George Nickerson and Angus Leckie took over as Heads, the fund has achieved returns of 9.88%. This puts the fund in a comfortable position, ready for new investments by this yearʼs analysts.

FUND REPORTS :

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