FUND OBJECTIVES


What is the performance objective of the Intelledgence Australian Active Equity Fund and the Intelledgence USA Active Equity Fund?


The primary objective of both Funds will be to outperform their market being the ASX200 and S&P500 respectively.

     • Intelledgence Australian Active Equity Fund

   - to acheive a return of between five and ten compounded percentage points over the ASX200 over a five year period

     • Intelledgence USA Active Equity Fund

   - to acheive a return of between three and seven compounded percentage points over the S&P500 over a five year period

By using the SPA3 Mechanical Edge system, the company will aim to achieve these objectives by taking 'human biases' out of the investment management process and demonstrate that a Mechanical Edge strategy is superior in terms of performance compared to other share investment strategies.

Position sizing is automatically calculated from the SPA3 Risk Table reducing exposure during high market and sector risk periods partly taking the portfolio into cash.