ABOUT ALL STAR FUNDS
All Star Funds provide retail investors with exclusive access to a select group of investment managers. Each All Star Fund has a single specialist manager appointed to manage its assets.
These managers would not otherwise be available to Australian retail investors on that basis, as they are typically available only to institutional investors.
Our manager selection process incorporates the following four important criteria:
- Active management of investments;
- An investment process which seeks to consistently outperform the relevant index or perform on an absolute basis, regardless of market cycle or conditions;
- A proven investment process and performance track record; and
- A highly experienced and stable team of investment managers.
Preference is also generally given to managers whose interest is aligned to those of the investors, either through the charging of performance fees, or through investment or ownership in the investment manager’s business.
Key service partners
In delivering quality investment solutions, it is important to find leading specialist providers to ensure the highest quality of investor outcome is achieved.
Equity Trustees Limited (EQT), a company listed on the Australian Securities Exchange, is the responsible entity and issuer of the PDS for the All Star Funds. Established as a trustee and executorial service provider by a special act of the Victorian Parliament in 1888, today EQT is a dynamic financial services institution.
The All Star KFM Income Fund is managed by Kaplan Funds Management (KFM), established by Mr Sam Kaplan in June 1998 to manage money for the professional investor market and various charities. Funds under management is in excess of $2 billion, the majority of this being in absolute return investment strategies. KFM’s board of directors have extensive corporate experience, providing the Fund with some added advantages.
Custodian and administrator
National Australia Bank Limited have been appointed in the roles of custodian of the assets and administrator of the funds. The custodian’s role is limited to holding the assets of the funds and is an appointed agent of the responsible entity. The custodian has no supervisory role for the operation of the funds and is not responsible for protecting investor interests.
Equity Trustees Limited, its subsidiaries and related bodies corporate ('the EQT Group') are commited to protecting your privacy and your personal information and aim to maintain a high standard of compliance with the Privacy Act 1988 (Cth) (as amended) and the Australian Privacy Principles.