While founded in 2019, the Coaster staff are all finance industry veterans with long successful track records of investing in equities and managing hedge funds.
While founded in 2019, the Coaster staff are all finance industry veterans with long successful track records of investing in equities and managing hedge funds.
While founded in 2019, the Coaster staff are all finance industry veterans with long successful track records of investing in equities and managing hedge funds.
| Pharetra | Malesuada | Cursus | Euismod |
|---|---|---|---|
APIR
| APIR | Benchmark |
| Benchmark | Portalion |
| Portfolio allocation | Portalion |
| Stock numbers | Portalion |
| Suitable investor profile | Portalion |
| Suggested investment timeframe | Portalion |
| Short selling | Portalion |
| Borrowings | Portalion |
| Legal structure | Portalion |
| Distribution | Semi-annually, subject to the Fund having sufficient distributable income as at 30 June and 31 December. |
| Management fee 1.02 | 0.95% p.a. |
| Performance fee | 15% of the Fund’s excess return versus its benchmark, net of the management fee |
| Minimum initial investment 5 | A$20,OOO |
| Buy / sell spread | + 0.25% /- 0.25% |