For Financial Advisers

Frame Funds works extensively with financial advisers across Australia who support the Frame Futures Fund. To Find out more about our work with financial advisers, please contact us.

Frame Futures Fund

The Frame Futures Fund is managed utilising our three core principles, Fundamental Investing, Diversification a focus, Systematically Executed. The investment universe of the Fund comprises Equities, Fixed Income, Currencies and Commodities to provide our clients with a multi-asset portfolio.

Investment Objective

The investment objective of the Frame Futures Fund is to deliver capital growth over the long-term by seeking out higher reward/risk ratio opportunities throughout all market cycles.

Investment Universe

The fund may invest in, but is not limited to:

  • Equities
  • Fixed Income
  • Currencies
  • Commodities

Risk Parameters

  • Maximum NAV drawdown (per position) 1%
  • Maximum margin to equity ratio 20%
  • Minimum cash or cash equivalents 80% of NAV
  • Minimum number of positions: 1 (incl. cash)
  • Maximum number of positions: 100

Trustee & Administrator

The Administration and Trustee roles of the fund are completed by Primary Securities Ltd (ABN 96 089 812 635, AFSL No 224 107). To apply for units in the Frame Futures Fund, you can complete the application process online via the Primary Securities website (www.primarysecurities.com.au).

 

Key Information

Wholesale Investors only (Corporations Act 2001, section 761G, 761GA)

Fund structure wholesale unregistered unit trust

Base currency Australian Dollars (AUD)

Monthly unit pricing

Minimum investment $50,000

Additional investment $25,000

Liquidity monthly

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