Global Opportunities Fund

Billy Macris' global investment fund.

Global Opportunities Fund

The Global Opportunities Fund aims to produce consistent returns by investing in a diverse range of capital and income opportunities in globally listed Equities, Currencies, Commodities and Derivatives, whilst simultaneously managing downside risk exposures.

The fund seeks to hold a portfolio that combines strategic, thematic, valuation and momentum factors to both long and short positions while maintaining the flexibility to respond to market conditions and to take advantage of shorter-term opportunities.

The international market exposure of the overall portfolio is designed to act as a diversification mechanism for clients, while also providing a larger number of potential opportunities by looking outside the Australian markets.

It is anticipated that the majority of the fund’s positioning will be in offshore Equity and Derivative markets, predominantly in the United States.

The Fund Manager has an extensive background in Options trading, and its application to portfolio management, risk management and alpha generation.

Management Fee (ex-GST)

1.0% p.a.

Performance Fee (ex-GST)

20% p.a.

Expense Recovery (no-GST)

Max. 0.5% p.a.

Billy Macris

portfolio manager

Billy Macris is an experienced financial market professional with more than 25 years’ experience trading global markets. His experience spans the inter-bank foreign exchange market, the hedge fund industry.


Fund Documents

Investment Trust PDS
supplementary PDS
financial services guide
terms & acknowledgments
Target Market Determination