LINWAR Funds Management

Capitalising on our expertise and experience.
Direct management of the investment decision for wholesale investors.

LINWAR Funds Management Pty Ltd (LINWAR FM) was established by LINWAR Securities in April 2006 to provide specialist investment management services to professional investors.

LINWAR FM began operations with a $110 million mandate from UniSuper, a large industry fund.

The Fund uses a proprietary quant model with a broad balance of factors, aimed to be fairly style-neutral in its investment approach rather than heavily biased to 'value' or 'growth'.

Stocks are selected by the model from the S&P/ASX 100 universe and are ranked by their relative attractiveness based on five quantitative factors using market consensus forecast data.

The benchmark for the portfolio is the S&P/ASX 100 Accumulation Index. The Fund is generally fully invested, with cash not exceeding 5% of the portfolio. No futures, options, other derivatives or short positions are used in the portfolio.

The executives responsible for LINWAR FM are Marcus Tuck (Managing Director) and Carl Bartetzko (Portfolio Manager) reporting to LINWAR FM's board of directors.