Jupiter Fund
Investment Philosophy
We believe that there is a real possibility that equity, bond, property and commodity markets will experience significant market dislocation and volatility over coming years. The Oakleigh Jupiter Fund was launched in early 2026 as an investment solution to respond to these developments. The Fund is designed to respond strongly when markets experience severe stress. This is a 'best ideas for the circumstances' style fund. We are open minded and focused on possibilities.
For those who share our views, we believe this investment can offer an effective way to approach periods of uncertainty and opportunity. It is for investors who seek to introduce some measured active tackling of market stress into their portfolios, once designed to form a small portion of their investment portfolio.
Our investment approach is not without discipline: it is based on the long-term real estate and banking cycles which have historically produced repeated booms and sharp corrections. It is a history that we believe will repeat over time. Trends that inform this fund's direction: its investment exposures, the risks we take and those we hedge, where we stand long and short, and what overall positioning we take in the face of significant market dislocation and volatility. We use sophisticated investment tools. The portfolio will be geared and could have leverage.
This Fund represents a highly concentrated, actively managed portfolio that seeks to turn significant market dislocation and volatility into strong absolute returns over the investment cycle.
Investment objective: We seek strong absolute (after management fees and usual expenses) returns from significant market moves over time, including both sharp downturns and subsequent recoveries that may follow periods of stress.
Risk: Very high.
Suggested Investment Timeframe: 5+ years
Minimum Investment: AUD $100,000
Management Fee: 2.00% pa of the Net Asset Value (NAV) of the Fund (incl of GST net RITC)
| Category | Details |
|---|---|
| Investment Philosophy | We use long term cycles as a framework for thinking about what we believe is a real possibility - that equity, bond, property and commodity markets will experience significant market dislocation, volatility and opportunity over coming years. |
| Nature of the Portfolio | This fund offers exposure to a highly concentrated, actively managed strategy that seeks to turn significant market dislocation and volatility into strong absolute returns over the investment cycle. |
| Benchmark | N/A |
| Suggested Investment | 5+ years |
| Availability |
Managed Fund (Wholesale Unit Trust)
|
| Investments | Generally, the focus will be direct positions over listed equities in Australia and leading markets (long and short), unleveraged and leveraged long and short Exchange Traded Funds (ETFs), index and commodity futures (long and short), call and put options and selected exposures to fixed-income and cash. |
| Investment Committee | Tim Moffatt and Akhil Patel |
| Designed For Investors | Who seek investment exposure to an investment portfolio that may benefit from significant market dislocation and volatility for a small part of their investment portfolio and are tolerant of very high risk |
| Not Designed For Investors | Who are not familiar with the more complex types of investments in which the Fund will invest, cannot tolerate substantial fluctuation in the value of their investment, or cannot tolerate losing some or all of their investment. |
Seeking Opportunity in Volatility
Targeted returns are dependent on significant market dislocation and volatility occurring. More stable markets are more likely to bring subdued performance to the Fund. This should be seen as a very high-risk investment, but one that we consider could have appropriate role to play in an overall portfolio. Fund volatility should be expected to be high and at times very high. As with almost all investing, you can lose as well as make money. Neither the capital you invest nor returns are guaranteed. With this Fund it is possible that you could lose some or all of your investment.
This Fund is best seen as a long-term investment – cycles take time to play out and 5 years or more is recommended. For those who share our views, we believe this investment can offer an effective way to approach periods of uncertainty and opportunity. It is for investors who seek to introduce some measured active tackling of market stress into their portfolios, one designed to form a small portion of their investment portfolio.
You should obtain professional advice, particularly if you have any questions, before making an investment decision.
To learn more, contact invest@oakleighfs.com
Who is the Portfolio Manager?
Oakleigh Investment Management Pty Limited is the Portfolio Manager of several investment portfolios, including the Oakleigh Jupiter Fund.
Oakleigh Investment Management is part of the Oakleigh Financial Services group, an Adelaide based, boutique financial services business with advisers who have been providing financial solutions to small business owners, families and high-net-worth clients for over fifteen years. The group specialise in portfolio construction, asset allocation and investment management with a focus on equities.
Oakleigh Investment Management is advised by the experienced investment professionals that comprise its Investment Committee.