The Darling Macro Fund has been awarded an inaugural rating of “Superior 4 stars” and its top investment grading of “High Investment Grade” by SQM Research.
The Darling Macro Fund is an absolute return multi asset fund. The Fund’s objective is a positive risk adjusted return which is superior to the performance of static blends of equities and bonds.
SQM outlined 6 key strengths of the fund in its report:
A seasoned investment team with many years of experience over numerous market cycles.
Performance in a challenging market (Covid-19) has held up well.
Over relatively short history has strongly out-performed its peer group.
A well-articulated investment process with strong focus on managing risk.
The Fund is competitively priced (both Class A and B), relative to peers.
Strong alignment of management and unit-holders interests in the performance of the Fund.
Mark Beardow, Co-CIO of Darling Macro, welcomed the rating and was pleased that SQM concluded that “the Fund may be used as a complement to an investor’s strategic holdings of equity and bonds as lowly correlated to both.”
The fund is available to qualified wholesale investors only and a full rating report is available on request. Please contact us at investor.services@darlingmacro.fund
Darling Macro is a specialist investment manager of absolute return strategies and has managed its risk focused multi asset strategy for wholesale investors since 2017. To 30 September 2020, it has generated a performance track record after fees of 12.3% pa. Mark Beardow and Greg Burke are the Co-CIO of Darling Macro and the portfolio managers of the Darling Macro Fund.
Disclaimer
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
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