Wednesday, 2 March 2011
Wingate Asset Management Receives Innovation in Funds Management Award
At last night’s Victorian Innovation in Funds Management Awards, Wingate received an award and special commendation for investment management innovation. The award is sponsored by the Victorian Government and managed by the Australian Centre for Financial Studies.
In commending Wingate, the judges said they were “impressed by the risk-controlled option-based implementation strategy employed by the management. This strategy is one of the most innovative seen in recent years and appears to be validated to date by solid performance.” Wingate has “demonstrated innovation in their investment strategies and business operations”.
Innovation in Practice
Since inception in 2005, the Wingate Global Equity Fund has provided investors with positive returns and significant market outperformance of 31%*.
By incorporating the often under-appreciated benefits of dividends and option premiums into the investment strategy, Wingate provides investors with long term outperformance by capturing the majority of the market’s strength whilst insulating investors from periods of market weakness.
Wingate’s outlook for 2011
To hear more about Wingate’s investment approach and the team’s outlook for international equities for 2011 click here.
To invest in the Wingate Global Equity Fund you can download and read the Product Disclosure Statement and complete the application form.
To meet with the Wingate team, please call + 61 3 9913 0700 or email Wingate Asset Management
*Returns as at 31 January 2011. Benchmark is the MSCI World ex-Aus (A$) Index Net Dividends Reinvested
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