The Apostle Alternative Multi-Asset Fund

The Apostle Alternative Multi-Asset Fund is available to wholesale investors only.

The Fund has two core objectives:

  1. Provide a return of 3% per annum above CPI net of fees over rolling 5-year periods
  2. Generate equity-like returns with lower volatility

The Fund’s investment philosophy is to invest across public and private markets, balancing expected return, volatility, and liquidity whilst also seeking to limit equity market correlation. The Fund will focus on higher-returning asset classes to achieve equity-like returns while ensuring sufficient diversification to achieve its desired risk characteristics.

The Investment Manager of the Fund, Apostle Funds Management (‘Apostle’), provides investment related services to Australian and New Zealand investors. Apostle entered the Australian market in 2008, providing integrated portfolio solutions for institutional clients.

If you would like to receive further information regarding this Fund, please contact us at invest@k2am.com.au.