Wealth Focus has secured access to an allocation to the Watermark Market Neutral Fund IPO. Investors looking to apply for a broker firm allocation will need to contact us on 1300 559 869 by close of business Thursday 20th June.

Allocations may still be available after this date but will be allocated on a first come first served basis.

Watermark - Australia's best performing LIC manager*
Watermark has just announced the launch of a new Listed Investment Company (LIC), Watermark Market Neutral Fund. Aiming to raise a maximum of $120 Million, we feel Watermark's track record with Australian Leaders Fund (ASX Code: ALF) highlights the pedigree and stock picking ability of this manager.

Market Neutral Strategy
With the markets once again in turmoil, concerns over where share market returns are going to come from are once again at the forefront of investors' minds. Adviser and broker demand for a strategy that aims to remove risk of market movement and the large demand and oversubscription in the ALF capital raising has led to the launch of the Watermark Market Neutral Fund.

By removing a bias towards movements in the ASX, the fund relies solely on Watermark's stock picking ability. It is our view that this has been demonstrated in the superior returns of ALF.

The free option for all subscribers of the IPO is certainly a nice sweetener.

Investors looking for a manager with an excellent track record and looking for a strategy that diversifies from sharemarket rises and falls would do well to consider this strategy.

• Download a prospectus
• Download a fact sheet
• Our Analysis
• Register for our online webinar on this fund

Call us on 1300 559 869 to ask us to secure an allocation.

• Broker firm offer - Our allocation through the broker firm offer means investors are more likely to achieve their desired allocation without risk of scaleback through the general offer.


• Limited Offer – The offer is to raise $120 Million, with the ability to raise less. The shares will be traded on the ASX.


• Market Neutral Strategy - Whereas many managed funds aim to target outperformance relative to a benchmark such as the ASX 200 and naturally carries the risk of the overall market falling, the primary risk within market neutral strategies is the manager's ability to pick stocks.


• Investment Pedigree - As manager of the best performing LIC (since inception), we feel Watermark have demonstrated their ability to stock pick.


• Free option - Each investor will receive a free option for each share subscribed to in the IPO.


• Minimum investment - $10,000 (this is a Wealth Focus minimum)


• Issue Price - $1.00 per share plus a free option

• Fact sheet
• Prospectus
• Presentation