Fund Name
FT Capital Multi Class Investment Fund
Class Name
US Large Cap Enhanced Complex Class
Return (monthly rolling)
*Past performance is not a reliable indicator of future performance.
Key information
- Investment Strategy
- Active investment strategy using exchange traded futures and options in order to outperform the Benchmark.
- Investment Objective
- Seek investment results that outperform the benchmark after management fees, costs, and performance fee.
- Benchmark
- E-mini S&P 500 Stock Price Index Futures Lead Month Contract (ESU1)
- Asset Allocation Ranges
- Futures: 0-100%, Options: 0-100%, Cash: 50-100%
- Management Fee
- 0.75% p.a.
- Performance Fee
- 25% p.a. of outperformance over the benchmark, calculated daily, subject to High Water Mark.
- Inception Date
- April 07 2026
- Derivatives
- Yes — exchange traded futures and listed options
- Recommended Timeframe
- 5 years
- ARSN
- 652 933 616
- Bloomberg
- FTUSLCE AU <Equity>
- Responsible Entity
- Equity Trustees Limited (ABN 46 004 031 298, AFSL 240975)
- Fund Manager
- Future Trading Capital Pty Limited (ABN 43 658 713 430)
- Administrator & Custodian
- Apex Fund Services Pty Ltd
Investment Framework
Three strategic pillars
Direct Market Exposure
Efficient market exposure through exchange-traded E-mini S&P 500 futures and options.
Structured Futures and Options Strategy
Active strategy using futures and exchange-traded options, seeking to outperform the benchmark after fees.
Disciplined Risk Controls
Risk management overlays are applied throughout the process; risk cannot be eliminated.