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COMPANY PROFILE The Role of Absolute ReturnThe Role of Absolute Return in a Planned PortfolioThe key advantage of an absolute return strategy is the ability to provide consistency through an investment cycle. The following table demonstrates the ability of an absolute return strategy to provide consistent returns, by comparing the K2 Australian Absolute Return Fund with the All Ordinaries index. K2 Australian Fund Net Yearly Returns in AUD
With the All Ordinaries index producing negative returns during the financial years 2001/02, 2002/03 & 2008/09, K2 investors received strong returns, enjoying net performance of approximately +10% p.a. in those early years, whilst outperforming by +24% in 2008/09 and then again outperforming the market in the rebound of 2009/10. This stability is important in preserving capital in negative markets and still providing positive net returns.
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