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WHITEPAPERS

Why invest in a market neutral fund

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In this whitepaper you will discover:

  • How a market-neutral strategy works
  • The importance of diversification if equity returns are challenged
  • How to create an investment which is uncorrelated with the equity market
  • A portfolio calculator for investors to explore these benefits
SUBSCRIBE FOR FREE TO UNLOCK THIS WHITEPAPER

In this whitepaper you will discover:

  • How a market-neutral strategy works
  • The importance of diversification if equity returns are challenged
  • How to create an investment which is uncorrelated with the equity market
  • A portfolio calculator for investors to explore these benefits

Why invest in a market neutral fund

One of the things that characterises sophisticated investors is the way they use investment strategies that are designed to produce returns uncorrelated with equity market returns.

These strategies include market neutral strategies, which are designed to profit from both increasing and decreasing prices in one or more markets, while also avoiding systemic market risk. They work by taking long and short positions in different companies.

Market neutral strategies are especially useful when solid equity and bond market returns are getting harder to attain.

Our latest Whitepaper looks at market neutral strategies, and why they’re worth considering as part of your overall investment strategy.

In particular, it discusses how adding a market neutral strategy to a portfolio of cash and equities can provide diversification benefits without sacrificing returns, and potentially allows an investor to significantly increase wealth over time without increasing risk.

Unlock to Read More Use the form on this page to access this exclusive content.
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Tim joined Montgomery as Head of Research and Portfolio Manager of The Montgomery Fund in July 2012. Prior to this, Tim was an Executive Director in the corporate advisory division of Gresham Partners, where he worked for 17 years. Before joining Gresham Partners, Tim worked for McKinsey & Company for four years, where he was involved in strategic consulting in both Australia and Denmark.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.