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The UGC Global Alpha Fund’s objective is to generate an after-fee, pre-tax return of the greater of 5% per annum above the MSCI World Index (AUD) or 20% per annum on an absolute basis over a rolling five-year period.

We offer a return-focused, concentrated, long term capital growth and tactical swing trading investment approach. This strategy will utilise a range of short, medium and long-term investment and trading strategies across the world’s major investment markets . The strategy will primarily invest and trade in listed equities, listed equity exchange traded funds (ETFs), exchange traded and over-the-counter equity, index, currency and commodity derivative instruments. The aim is to ensure the portfolio is appropriately positioned for maximum profit but suitably guarded against potential risks.

Our predominant strategy consists of a quantitative and qualitative stock selection methodology and assessment process as well as a defined and pre-determined portfolio management, capital allocation, risk management decision making framework. The strategy utilises a number of financial products including direct shares, ETFs, derivatives and leveraged products (Stock & Index CFD’s, leveraged ETF’s, Inverse ETF’s, Leveraged Inverse ETF’s, Index Futures, FX Margin, FX Cash & ETO’s).

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