Select Asset Management | Australian Alternative Investment Group

SELECT appoints Advisory Panel to its Investment Committee (14 July 2009)
The members of the Investment Advisory Panel are leading investment experts in their fields and will contribute across a diverse range of investment areas including: macro economic outlook; alternative investments; property; hedge funds; traditional assets; and fixed interest. Read more...

CNBC Interview (6 July 2009)
Stephen Barbarich, Investment Specialist at SELECT, discusses asset allocation and the importance of diversification with CNBC's Karen Tso. Watch Here...

SELECT appointed by Finovia as manager of the Finovia Portfolio Solutions (5 May 2009)
Finovia, a Melbourne based wealth management and strategic financial advisory business, has recently appointed leading portfolio solutions provider, SELECT as the manager of the Finovia Portfolio Solutions. more...

An Alternative Strategy for SELECT (28 April 2009)
SELECT announces a number of strategic initiatives that will strategic initiatives that will capitalise on its key strengths and better focus its resources. more...

Best Alternative Trades in Australia (15 April 2009)
Stephen Barbarich, Investment specialist at SELECT reveals his top alternative investment strategies with CNBC's Oriel Morrison. more...

Select Futures Fund delivers stellar returns highlighting the “Case for Managed Futures” and their role in Portfolios (19 November 2008)
SELECT is pleased to announce that the Select Futures Fund returned +10.56%* in October as stock markets around the globe fell sharply. In what has been a dismal year for global and Australian equity markets, returning -43.10% and
-37.79% respectively (1 year returns to 31 October 2008) as measured by the MSCI World Index (USD) and the S&P/ASX 200 Accumulation Index, the Select Futures Fund returned +20.77%*. more...
For a copy of “The Case for Managed Futures” Download or visit our Learning Centre.

Select Diversified Portfolios top Zenith rating with “HIGHLY RECOMMENDED” (31 October 2008)
Select Diversified Portfolios topped the recent 2008 Zenith Diversified Sector Review. Out of the 15 diversified funds that were reviewed, the Select Diversified Portfolios were 2 of only 3 funds to be awarded “HIGHLY RECOMMENDED”. more...

Select Asset Management in New Zealand (28 September 2008)
Select Asset Management (Australia) has reached an agreement with Select Asset Management (New Zealand); a leading Auckland based private advisory business, to take ownership of the brand name for an undisclosed sum. more...

Select Gottex MN Fund maintains top S&P rating with “Five Stars” (10 July 2008)
SELECT, is pleased to announce that the Select Gottex Market Neutral Fund topped the recent S&P review covering alternative strategies multi-manager funds with the only “ Five star rating” awarded out of the 20 funds that were reviewed by S&P. Gottex continues to innovate through its range of market neutral, asset based and directional funds, and the current credit market conditions also enable it to offer its investors an opportunity to participate in some very interesting recovery situations; for which we have seen some good interest from Australian institutions and family offices.” more...

SELECT's “Case for Managed Futures” (01 July 2008)
SELECT publishes “The Case for Managed Futures”, which addresses the key benefits and features of investing in Managed Futures. Managed Futures are generally lowly correlated with traditional investments and importantly, have the ability to generate strong returns during times of market stress, an increasingly relevant feature in today's challenging market climate. more...
For a copy of “The Case for Managed Futures” Download or visit our Learning Centre.

Revised PDS (01 July 2008)
SELECT is pleased to advise you that the Product Disclosure Statement (“PDS”) for the Select Defensive Portfolio , the Select Growth Portfolio and the Select Alternatives Portfolio (“the Portfolios or Select Portfolio Solutions”) has been be re-issued and is effective as at 1 July 2008. The new PDS combines all three of the Portfolios into one easy to read document. To download a copy of the PDS please click here.

New Application Form (16 April 2008)
Due to the introduction of the new Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) Act (2006), it is now a prerequisite to collect more detailed information about and to verify the identity of all new clients opening accounts with SELECT. more...

Select Alternatives Portfolio celebrates 4 year anniversary (8 April 2008)
Select Alternatives Portfolio celebrates 4 year anniversary and demonstrates its importance as a portfolio diversifier. The Select Alternatives Portfolio provides a straightforward solution for investors seeking diversified exposure to a range of Australian and international Alternative Investments that are lowly correlated to share and bond markets. Download

Fund Name Changes (26 March 2008)
As of March 26th, SELECT has changed the name of Select CEF Portfolio to the Select Listed Investments Fund and the name of the Select Private Equity Portfolio to the Select Private Equity Fund. The investment mandates for both funds remains exactly the same, only the fund names have changed. The major change re-categorizes the funds more accurately as “Funds” rather than “Portfolios” as both funds are “building blocks” or “component funds” rather than ready made “Portfolio Solutions” such as the Select Defensive Portfolio or the Select Alternatives Portfolio. In addition, the Select CEF Portfolio name was changed to the Select Listed Investments Fund as this more accurately describes the investment approach.

SELECT announces two new appointments (12 March 2008)
SELECT has announced the appointments of Andrew Fairweather to the newly-created management role of Head of Corporate Development and Jonas Daly as Institutional Investment Specialist. Download

SELECT votes against unfair LinQ Resources Fund exit plan (5 Feb 2008)
SELECT, which holds around 4.5% in listed investment trust, the LinQ Resources Fund (LinQ), has labelled current proposals to provide a favourable exit for 2 hedge fund investors on special terms both unfair and unreasonable for the other investors. Download

Select Diversified Portfolios Celebrate 5 years of Strong Returns (7 Dec 2007)
SELECT's flagship Diversified Portfolios celebrate 5 years with strong returns and $425m in assets. Commenting on performance, Dominic McCormick said "We have strongly out-performed our target absolute return objectives as well as out-performing average conventional diversified funds over the 5 year period .” Download

Gottex wins two European Fund of Hedge Funds awards (16 Nov 2007)
SELECT is pleased to announce that Gottex Fund Management has recently won two European Fund of Hedge Funds awards. Download

**News Update - Minimum Investment Reduced** (7 Nov 2007)
SELECT is pleased to inform you that the minimum investment for the Select Gottex Market Neutral Fund and the Select Gottex Enhanced Market Neutral Fund has been reduced to $25,000 . In addition, the cut-off date for the receipt of applications has been changed. Applications (with all approved supporting information) and cleared funds need to be received just 1 business day prior to the monthly processing date (no later than 5pm Sydney time).

Barwon/SELECT Marriage Breeds Recommended Rating for Select Private Equity Portfolio (17 Jul 2007)
SELECT is pleased to announce that the Select Private Equity Portfolio which is offered through SELECT's partnership with specialist alternative investments manager, Barwon Investment Partners has earned a “Recommended” rating from external research house, Zenith Investment Partners (Zenith). David Smythe, Director of Zenith said, “Overall, Zenith believes the Portfolio is of sound structure, utilizes robust and disciplined investment processes and accesses a specialist manager with strong depth of experience and expertise.” Download

Select Diversified Portfolios rated 4 Stars by S&P (10 Jul 2007)
SELECT today announced that S&P has awarded both of its Diversified Portfolios a “four star rating”. The ratings come on the heels of SELECT's five year anniversary celebrated on the 25 June. Tara Bell, Fund Analyst from S&P said, “The 4 stars reflects our high conviction that risk-adjusted fund returns will consistently exceed relevant investment objectives and returns of peer funds.” Download

SELECT Appoints Head of Distribution (14 Jun 2007)
SELECT has announced the appointment of Andrew Stewart to the newly-created role of Head of Distribution. In making the announcement, SELECT's Managing Director, Brendan Foley said Mr Stewart brings 13 years experience in financial services to the group and is a valuable addition to the SELECT management team. Download

SELECT Announces Weekly Liquidity in the Select Alternatives Portfolio (27 Apr 2007)
SELECT is pleased to announce a move to weekly pricing and liquidity in the Select Alternatives Portfolio. The Select Alternatives Portfolio provides a simple solution for investors seeking exposure to a range of alternative investments. Download

SELECT launches Select Futures Fund (27 Mar 2007)
SELECT is proud to announce the launch of the Select Futures Fund through its relationship with Aspect Capital Limited, one of the world's most successful systematic alternative investment managers. The Select Futures Fund is a registered managed futures fund offering investors access to over 80 global financial, currency and commodity futures markets. Download

SELECT Sees Stars as S&P Awards the Select Alternatives Portfolio a ‘Four Star Rating'
(9 Mar 2007)
SELECT today announce that S&P has awarded the Select Alternatives Portfolio a ‘Four star rating'. The rating follows the announcement last week of a ‘Recommended' rating from external research house Zenith Investment Partners on both the Select Defensive and Growth Portfolios. Download

SELECT Diversified Portfolios Deliver 4 Years of Strong Absolute Returns and Achieve Recommended Rating from Zenith (23 Feb 2007)
SELECT has celebrated its fourth birthday with above target annual returns on both of its diversified portfolios and a “Recommended” rating from external research house, Zenith Investment Partners (Zenith). SELECT's Chief Investment Officer, Dominic McCormick , said the fact that SELECT Portfolios can use listed as well as unlisted fund management vehicles really sets it apart from other multi-managers. Download

Select Gottex Funds top the Standard & Poor's Hedge Fund ranking with a stellar “Five Stars” (18 Dec 2006)
SELECT is pleased to announce that the Select Gottex Fund s topped the Standard & Poor's (S&P) Fund alternative strategies ranking covering single strategy and multi-strategy Funds with a “five star rating”. Out of the 25 fund of hedge funds that were reviewed by S&P, the Select Gottex Funds were the only funds to receive a “five star rating” and only one single strategy hedge fund received a “five star rating”. Download

SELECT enhances its Select Alternatives Portfolio and its team (25 Sep 2006)
SELECT has enhanced the way in which the Select Alternatives Portfolio accesses private equity investments through its relationship with private equity specialist, Barwon Investment Partners. From 3 October 2006, the Select Alternatives Portfolio accesses the majority of its Australian and global private equity investments via the Select Private Equity Portfolio, jointly managed by SELECT and Barwon. Download

Morningstar ranks Select Gottex Funds as Australia's premier Funds of Hedge Funds
(7 June 2006)
Select Asset Management Limited is pleased to announce that the Select Gottex Market Neutral Fund and a two times leveraged version of the fund, the Select Gottex Enhanced Market Neutral Fund (the Select Gottex Funds) have been “Highly Recommended*” by Morningstar*. Out of the 5 fund of hedge funds that were reviewed by Morningstar, the Select Gottex Funds were the only funds to receive "Highly Recommended". Download

Leading research houses, Lonsec and Zenith, recommend the Select Alternatives Portfolio (6 March 2006)
SELECT is pleased to announce that the Select Alternatives Portfolio (the Alternatives Portfolio) recently received a “Recommended*” rating from two of Australia 's leading research houses, Lonsec and Zenith. SELECT, one of Australia 's premier alternative investment groups, launched the Alternatives Portfolio as a one-stop solution for advisors and investors to access a range of alternative investments, which when combined with a traditional portfolio aims to improve its risk return characteristics. Download

Select Diversified Portfolios celebrate 3 years (7 December 2005)
Select Diversified Portfolios celebrate 3 years with $270 million in funds under management and strong lowly correlated returns. The Portfolios provide a different diversified offering to investors compared to conventional single and multi-manager diversified options. Download

SELECT Announces a New Collaboration with Global Macro Specialist (22 November 2005)
SELECT announces a new collaboration with global macro specialist, Dr. Bart Dowling, as it further enhances its Select Alternatives Portfolio. Download

SELECT Announces Mandate from WA LGS (16 November 2005)
SELECT is pleased to announce that on 1 November 2005, the WA Local Government Superannuation Scheme allocated A$20m into the Gottex Market Neutral Fund, following a lengthy due diligence process by asset consultant, Counterpoint Group. Download

SELECT Strengthens its Case for Alternatives (25 October 2005)
SELECT strengthens its investment team for the Select Alternatives Portfolio and promotes the need for alternatives in Australian investors' portfolios. Download

The Select Gottex Market Neutral Fund was named “Alternative Investment Strategy Fund of the Year” by Personal Investor Magazine in Australia (26 August 2005)
On 27 July 2005, the Select Gottex Market Neutral Fund (an Australian resident feeder fund into the Gottex Market Neutral Funds) was named “Alternative Investment Strategy Fund of the Year” in the Personal Investor Magazine Awards for Excellence in Financial Services 2005. Download

Gottex wins Fund of Fund Leader Award (29 June 2005)
On June 29th, Gottex was named the 2005 Fund of Funds Leader of the Year by Alternative Investment News, a publication of Institutional Investor Inc. Download

Gottex wins Alternatives Fund Manager of the Year Award and SELECT expands its board (17 May 2005)
Gottex was named as the Money Management Fund Manager of the Year 2005: Alternative Assets. In addition, Gottex Senior Investment Partner, Peter Bennett, has recently been appointed to SELECT's board of directors. Download

Gottex provides outlook for 2005 (16 February 2005)
Gottex, although cautioning against potential disruptions, has also recently issued a performance outlook in which they expect returns will be modestly higher in 2005 compared with last year. Download

Gottex Wins Major Hedge Fund Award (9 December 2004)
We are pleased to announce that on December 9, 2004 Gottex won the Hedge Funds Review (HFR) 2004 Award for the ‘Best European Institutional Hedge Fund of Funds Product Provider'. Selected from a group of 113 competing candidates in 2004, this is the third straight year that Gottex has won an HFR award, based on a combination of both performance and investment process criteria. Download

Gottex Market Neutral Fund upgraded to a ‘‘benchmark fund'' by Allenbridge Hedgeinfo
(30 November 2004)
During November 2004 the rating of the Gottex Market Neutral Fund by Allenbridge Hedgeinfo (a specialist in global hedge fund rating and research) was reconfirmed as an ‘A'. This is the highest rating on the Allenbridge rating scale, and they now consider the Gottex Market Neutral Fund a “benchmark fund”. Download

SELECT reinforces the role of alternatives in the current investment environment
(23 November 2004)
Currently the only product of its kind in the Australian marketplace, the Select Alternatives Portfolio provides investors with easy access to a broad range of alternative strategies and alternatives assets. In the first 4 months of the 2004/05 financial year the Select Alternatives Portfolio has returned 7.3%. Download

Capital secure with new Westpac high-return investment (3 November 2004)
In collaboration with SELECT Westpac today launched Bluewater, an investment offering exposure to one of Australia's highest-rated funds, the Gottex Market Neutral Fund. Bluewater provides investors with a capital guarantee and targeted absolute return of 10-12% p.a.^ over seven years. Download

SELECT expands its research and marketing teams (18 August 2004)
SELECT announces three new hires as it passes $300 million in retail funds under management and institutional funds under advice. Download

Gottex Ranks in the World's Top Ten Fund of Hedge Funds - MAR Hedge Publications
(11 August 2004)
SELECT is pleased to announce that the Gottex Market Neutral Fund has been ranked in the Top Ten Fund of Hedge Funds by MAR Hedge Publications on a 1, 3 and 5 year basis. Download

Gold is increasingly recognised as a valuable diversifier for investment portfolios
(28 July 2004)
A leading Australian investment research house, has recently given the Select Gold Fund an “A” rating in its review of managers offering exposure to commodities, resources and gold. Download

SELECT launches the Select Alternatives Portfolio (2 Apr 2004)
To provide a more comprehensive way of incorporating alternatives into a diversified portfolio, Select Asset Management Limited ("SELECT") has today announced the launch of the Select Alternatives Portfolio ("the Portfolio"), a total alternatives portfolio solution for financial planners and investors. Download

Select Diversified Portfolios deliver attractive returns with modest risk over first year
(5 Dec 2003)
Select Asset Management (SELECT) today announced the returns for the Select Diversified Portfolios after one year in operation. For the year to December 2, 2003 Select’s Growth Portfolio returned 23.2% while the Select Defensive Portfolio returned 14.1%. Download

SELECT plans launch of the Select Gold Fund (25 Sep 2003)
Select Asset Management Limited (“SELECT”) has today announced it will be launching a gold equities fund in conjunction with London-based specialist fund manager, Baker Steel Capital Managers (“Baker Steel”). Download

Select Asset Management joins forces with Aspect Capital (26 Mar 2003)
Specialist Australian fund manager Select Asset Management Limited (“SELECT”) will today announce a joint venture with Aspect Capital Limited (“Aspect”), one of Europe’s top performing hedge fund managers. Download

Select Gottex Hedge Funds Launched (12 Dec 2002)
Select Asset Management Limited (SELECT), the new joint venture between the Swiss-based Gottex Group and an Australian-based executive management team with Dominic McCormick as Chief Investment Officer, has launched the Select Gottex Hedge Funds. Download

Gottex Launched a 3x Leveraged Product on its Flagship Fund (12 Dec 2002)
On 2 December 2002 Gottex launched a 3 times leveraged share class (Class Z) of the Gottex Market Neutral Fund. Download

Gottex wins Hedge Funds Review 2002 Award (9 Dec 2002)
On 3 December 2002 Gottex won the Hedge Funds Review (HFR) 2002 Award for Best Investment Process for European Hedge Fund of Funds up to US$250 million under management. Download

Establishment of Select Asset Management (24 Oct 2002)
Select Asset Management Limited (SELECT) has been created to offer innovative, absolute return focused portfolio solutions to the Australian financial planner and investor community. Download