H3 Global Strategies Fund

The Fund

The H3 Global Strategies Fund is an absolute return fund which seeks to provide positive returns - uncorrelated to any traditional asset classes - irrespective of market conditions. It seeks to do this through investing primarily in futures markets (equities, bonds, commodities) and spot currency markets, and by being able to be long or short in these markets depending on the prevailing environment. The Fund has a low correlation to Australian equity markets.

The Fund is managed by H3 Global Advisors, which has developed quantitative systems which looks to take advantage of price momentum and volatility factors. In managing risk, H3 only invests in highly liquid futures, and seeks to manage returns within a pre-defined volatility band.

Investment objective

The objective of the Fund is to generate consistent returns in both rising and falling market environments over a medium to long-term horizon.

Key benefits of the Fund

• Consistent risk adjusted outcomes - the Fund is managed using a robust risk management model that aims to provide more predictable risk-adjusted returns.
• The Fund invests in highly liquid listed markets to gain access to global markets.
• The strategy has a proven successful track record since 1999.
• The current size of the strategy/fund theoretically provides the flexibility to respond to market conditions and change positions quickly.
• The investment team is highly experienced in futures trading and has been actively investing in futures markets since 1995.