Under Jun Bei Liu, the Alpha Plus Fund has grown from $350mn to $1,500mn in just 5 years. It is currently one of the best performing long-short funds within the Australian long short universe.
Alpha Plus aims for “equity-like” returns but with less market volatility given the fund's ability to hold both long and short positions. It offers clients core exposure to the ASX200 Index but with the additional option of holding up to 10% outside the benchmark in small and mid-cap stocks. It is style agnostic and utilises a proprietary sector based hedging strategy.
YTD
1Y
2Y
3Y
5Y
Since Inception
1M
Net Return
ASX200
Out/Under
4.98
%
4.57
%
0.41
%
YTD-NET
YTD-BENCH
YTD-VALUE
1Y-NET
1Y-BENCH
3Y-NET
SI-BENCH
SI-NET
2Y-BENCH
3Y-BENCH
5Y-BENCH
1Y-VALUE
2Y-VALUE
3Y-VALUE
5Y-ALPHAYRSAVG
SI-VALUE
2Y-NET
5Y-NET
5.15
4.98
4.57
0.41
-4.54
-4.48
-3.15
-1.33
5.43
5.17
3.79
1.38
-2.2
-2.23
-1.31
-0.92
3.94
3.76
2.97
0.8
2.28
2.16
0.47
1.7
2.34
2.28
4.19
-1.91
1.81
1.59
1.01
0.58
1.49
1.32
0.92
0.4
-3.47
-3.63
-2.94
0.7
3.14
3.14
3.27
-0.13
5.74
5.51
0.79
4.72
1.07
0.87
1.19
-0.32
6.83
6.83
7.26
-0.42
4.33
4.22
5.03
-0.82
-3.99
-4
-3.78
0.22
-2.41
-2.49
-2.84
0.34
1.74
1.65
-0.73
2.39
1.84
1.76
2.88
-1.12
1.46
1.28
1.76
-0.48
-2.1
-2.2
-2.53
0.34
1
1.05
1.85
-0.8
-1.12
-1.24
-0.16
-1.08
-2.47
-2.52
-2.45
-0.07
4.91
4.86
6.23
-1.37
-2.78
-2.92
-3.21
0.28
8.03
7.7
6.58
1.12
6.84
6.76
6.04
0.71
-5.36
-5.45
-6.17
0.72
3.34
3.28
1.18
2.11
4.48
4.42
5.75
-1.33
-7.84
-7.87
-8.77
0.9
-2.96
-3.1
-2.6
-0.5
-2.24
-2.32
-0.85
-1.47
6.64
6.57
6.89
-0.32
0.93
0.98
2.14
-1.16
-5.78
-5.95
-6.35
0.4
2.7
2.67
2.75
0.07
-0.1
-0.26
-0.54
0.28
0.68
-0.42
-0.1
-0.32
-0.74
-0.83
-1.85
1.02
4.31
4.23
2.5
1.72
0.59
0.55
1.1
-0.55
1.45
1.38
2.26
-0.88
2.66
2.59
2.34
0.25
4.37
4.3
3.47
0.83
2.38
2.3
2.44
-0.14
2.15
2.09
1.45
0.63
1.96
1.9
0.31
1.59
2.94
2.92
1.21
1.71
8.34
8.18
10.21
-2.03
1.01
0.94
1.93
-0.99
-3.53
-3.59
-3.66
0.07
4.68
4.72
2.83
1.86
3.24
3.18
0.5
2.67
2.66
2.58
2.61
-0.03
5.76
5.65
4.36
1.3
12.01
11.9
8.78
3.12
-20.41
-20.4
-20.65
0.25
-6.9
-7
-7.69
0.69
5.3
5.26
4.98
0.27
-1.5
-1.53
-2.17
0.63
3.93
3.76
3.28
0.48
-0.67
-0.76
-0.35
-0.41
0.04
-0.95
1.84
-2.79
0.04
-0.04
-2.36
2.31
4.75
4.66
2.94
1.72
4.86
4.81
3.7
1.11
1.34
1.25
1.71
-0.46
2.79
2.74
2.37
0.37
0
0
0
0
Past performance is not indicative of future performance.
Returns as at December 2024.
CYTD (Calendar year to date).
1Y (12 month return).
Returns as at December 2024.
CYTD (Calendar year to date).
1Y (12 month return).
