K2 FUNDS

An Introduction to K2's Funds

K2 has six investment funds focused on Australian, Asian and International equities markets.

Our funds are well known for delivering solid returns.

K2's success is based on its approach: a flexible mandate to adapt to volatile equity markets and 
high conviction stock selection. Our managers rely on their own research, intelligence, and forensic knowledge together with market analysis and direct contact with companies, to make investment decisions that deliver.

Performance 28 February 2017
Net of all fees
1 Year
%
3 Year
% p.a
5 Year
% p.a
7 Year
% p.a
10 Year
% p.a
Since Inception
% p.a
K2 Global Alpha Fund 6.4% 9.4% 18.3% 18.2% - 18.9%
K2 Asian Fund 7.9% 5.4% 10.9% 5.8% 4.6% 10.0%
K2 Select Int Fund 11.0% 10.1% 12.3% 9.9% 7.4% 10.8%
K2 Australian Fund 10.3% 4.7% 10.5% 7.2% 6.9% 11.6%
K2 Australian Small Cap Fund 6.3% 7.8% - - - 12.2%
Disclaimer
Past performance is not a reliable indicator of future performance and should not be the sole factor considered when selecting a financial product.
Fund returns are annualised compound rates, net of all fees, exclude individual taxes, assume dividends are reinvested and consist of income and capital return. K2 Asset Management Ltd ABN 95 085 445 094 AFSL 244393 (“K2”) is the issuer of the K2 Global High Alpha Fund ARSN 139 669 293 (inception date 1/12/09), K2 Asian Absolute Return Fund ARSN 106 882 384 (inception date 1/9/99),K2 Select International Absolute Return Fund ARSN 112 222 465 (inception date 1/1/05), K2 Australian Absolute Return Fund ARSN 106 882 302 (inception date 1/10/99) and K2 Australian Small Cap Fund ARSN 166 480 584 (inception date 1/12/13). You should read K2’s product disclosure statements (available from K2), and consider whether these products are appropriate for you, before deciding to acquire or continue to hold an interest in any K2 fund. K2 and its related parties do not guarantee the repayment of capital or the performance of any K2 fund. A cooling off period is available to some clients. The K2 funds’ portfolios can diverge significantly from underlying market indices.
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