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All-Weather Multi-Asset, Multi-Strategy Fund Designed to Deliver Superior Risk Adjusted Returns with Lower Volatility and Greater Consistency of Return than Australian Equities, with Foundation Pricin

  • Published November 10, 2021 12:00AM UTC
  • Publisher Wholesale Investor
  • Categories Company Updates

WealthLander was established in February 2021 to provide family, friends and clients of our Founder, Dr Jerome Lander, with the opportunity to invest in a professionally managed all-weather, multi asset and multi-strategy diversified Fund that aims to preserve capital, reduce risk and seek consistent superior risk adjusted returns, lower drawdowns and less volatility (than a typical Australian equities fund).

The Fund provides wholesale investors with carefully considered and diversifying exposure to some of the world’s best single-strategy funds (some of which may be otherwise inaccessible to investors), and also invests opportunistically directly in global markets while hedging risks. 

The Fund may be used as a core standalone investment or diversified fund.  It is designed to be a good complement and alternative for investors holding traditional exposures across property, equities, fixed interest and cash.

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Fund Aim and Early Performance

The aim of the Fund is to deliver superior risk adjusted returns with a focus on capital preservation and compounding.  The fund targets double digit returns per annum over three-year periods.  

Performance is 13.9% over 8 months since inception on 1 February 2021 (assumes distribution reinvestment). This return is net of all fees and costs.  An investment in the Fund of $100,000 since inception, from February 1 2021, is valued at approximately $113,853 as at 30 September 2021.

Growth In a $100,000 Investment Since Inception 

FEB

MAR APR MAY JUN JUL  Aug Sep Since Inception
0.7% 1.7% 5.4% -0.8% -1.3% +2.0% +5.2% +0.3%

+13.9%

Fund Fees

A foundation investor fee discount is applied to all wholesale investors who invest before 25 January 2022.  The fees are 0.5% management fee and 15% performance fee above the cash hurdle. 

About Us

WealthLander is an Australian boutique investment manager and is 100% owned by management.  We specialise in providing a diversified alternative portfolio with high absolute return potential, and lower risk outcome (less volatility and drawdowns than typical long-only Australian equities). 

WealthLander was founded by Dr Jerome Lander our Chief Investment Officer in February 2021 following a successful career as a proven portfolio manager with specialist expertise in outcome-based and absolute return investing. He has 25+ years’ experience as an investment consultant, chief investment officer, head of research and investment analyst.

He has held senior investment positions including, Chief Investment Officer of the $12 billion Workcover Fund, a leading performer, Chief Investment Officer at Lucerne Asset Management where he delivered 21.13% net return in 2020. He has a personal track record of 12% annualised performance (after tax) over an 11-year period in a constrained superannuation Fund. Jerome’s qualifications include: MBBS (1ST Class Hons), M Bus. Com. (Finance Specialisation), and a Grad. Cert. Bus. Admin.

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