WealthLander Performance Updates
Our Fund
Why Choose WealthLander
Alternative Diversification
The ‘Fund’ targets greater safety than a single strategy or long only ‘Fund’ because it has numerous underlying and complementary sources of return combined into one prudently risk-managed portfolio. There is no excessive long-term concentration of risk in a single strategy or long only portfolio.
Capital Preservation and Compounding
We have a strong focus on capital preservation and achieving long term compounding by avoiding large drawdowns.
Genuine Active Management
Our portfolios are reconsidered on a regular basis and different from the mainstream in order to perform.
The ‘Fund’ is an active alternative to index orientated and long only investments – and provides an alternative return stream.
Complement Investor Property and Equity Portfolios
The ‘Fund’ may complement investor portfolios because of low correlation, low downside risk, reduced volatility and performance which is not as dependent on Australian equity and property market performance.
Target Superior Risk Adjusted Returns
The fund targets superior risk adjusted returns. See General Advice Warning and Risk Disclosure.
Significant Co-Investment
The ‘Fund’s investors include the founder’s family members and friends investing much of their capital outside their houses, thus aligning our interests with our clients.
Our first priority and the thing we most care about are the investment objectives and the investment performance of our family and clients.
Insights
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Risks
As with all investments, the WealthLander Diversified Alternative Fund (The Fund) is subject to a number of risks. If these risks eventuate, they may result in a reduction in the value of an investment in the Fund. The performance target and past performance is not a reliable indicator of future performance. In brief, significant risks are linked to and include capital loss, global investing, changes in laws and/or tax regimes, and market risks. WealthLander aims to manage risks however some risks are outside our control. Before making an investment decision seek appropriate advice and consider the Information Memorandum (IM) dated 31 January 2022 by requesting a copy by email at info@wealthlander.com.au when deciding whether to invest. We describe what steps we take to mitigate risk (where possible) in the Fund’s IM. It is important to note that despite taking such steps, we cannot mitigate risk completely. The Fund targets non-traditional as well as traditional investments or investment strategies and uses non-traditional portfolio construction techniques. Whilst the Fund does not employ traditional leverage by borrowing, it can selectively use derivatives (options) and employ short-selling techniques. Some or all of the underlying managers the Fund allocates to from time-to-time may incorporate leverage and/or derivatives, and/or short-selling as part of their own investment process and risk management.
Disclaimer
WealthLander Pty Ltd ACN 646 957 119 is a corporate authorised representative (CAR ; WealthLander) of Boutique Capital Pty Ltd (BCPL) ACN 621 697 621 AFSL 508011, CAR Number 1285158. CAR is the investment manager of the WealthLander Diversified Alternative Fund (Fund).
To the extent to which this document/website contains advice it is general advice only and has been prepared by the CAR for individuals identified as wholesale investors for the purposes of providing a financial product or financial service under Section 761G or Section 761GA of the Corporations Act 2001 (Cth).
The information herein is presented in summary form and is therefore subject to qualification and further explanation. The information in this document is not intended to be relied upon as advice to investors or potential investors. It has been prepared without considering personal investment objectives, financial circumstances or particular needs. Recipients of this document are advised to consult their own professional advisers about legal, tax, financial or other matters relevant to the suitability of this information.
Any investment(s) summarised in this document/website is subject to known and unknown risks, some of which are beyond the control of CAR and its directors, employees, advisers or agents. CAR does not guarantee any particular rate of return or the performance of the Fund, nor do CAR and its directors personally guarantee the repayment of capital or any particular tax treatment. Past performance is not indicative of future performance.
The information herein represents a general summary of CAR’s current portfolio construction approach. Depending on market conditions and trends, CAR may pursue other objectives or strategies considered appropriate and in the best interest of portfolio performance.
There are risks involved in investing in the CAR’s strategy. All investments carry some level of risk, and there is typically a direct relationship between risk and return. We describe what steps we take to mitigate risk (where possible) in the Fund’s Information Memorandum, which must be read prior to investing. It is important to note that despite taking such steps, the CAR cannot mitigate risk completely.
While this report is based on information from sources that CAR considers reliable, its accuracy and completeness cannot be guaranteed. Data is not necessarily audited or independently verified. Any opinions reflect CAR’s judgment at this date and are subject to change. CAR has no obligation to provide revised assessments in the event of changed circumstances. To the extent permitted by law, BCPL, CAR and its directors and employees do not accept any liability for the results of any actions taken or not taken on the basis of information in this document/website or for any negligent misstatements, errors or omissions.
This Document is for informational purposes only and is not a solicitation for units in the Fund. Application for units in the Fund can only be made via the Fund’s Information Memorandum and Application Form.