Bridgewater Pure Alpha Fund (Australia) (the “Fund”), is an Australian Registered Managed Investment Scheme available to Australian institutional and government investors. Bridgewater Associates, LP, is the Investment manager and Bell Asset Management Ltd is the Responsible Entity.

Pure Alpha is Bridgewater’s optimal alpha portfolio, which it has been managing since 1991. It is a global, active investment strategy designed to generate high and consistent returns that are uncorrelated to markets and other managers. They achieve this objective by trading a highly diversified set of liquid global markets with no systematic bias to be long or short any market over time.

Bridgewater All Weather Fund (Australia) (the “Fund”), is an Australian Registered Managed Investment Scheme available to Australian institutional and government investors. Bridgewater Associates, LP, is the Investment manager and Bell Asset Management Ltd is the Responsible Entity.

All Weather is Bridgewater’s optimal beta portfolio. Over twenty years ago, Bridgewater pioneered a new approach to strategic asset allocation designed to perform well across economic environments, which they called the All Weather approach. As this approach and subsequent variations on it have become more popular in recent years, they have come to be known under the banner “Risk Parity.” It offers what Bridgewater believes is the highest ratio of return to risk for a strategic asset allocation. The strategy is designed to capture the risk premiums embedded across assets as consistently as possible by balancing its exposure to the primary drivers of asset class volatility: shifts in discounted growth and inflation. This leaves shifts in the risk premiums and discount rates embedded across assets as the dominant driver of the portfolio’s returns, enabling it to offer a significantly higher return-to-risk ratio than any single asset class or concentrated asset allocation portfolio.

The Global Pure Alpha Fund has been established to provide non institutional investors an opportunity to diversify their investments by accessing the Bridgewater Pure Alpha Fund (Australia). Bridgewater Associates, LP is the investment manager of the Pure Alpha Strategy, which commenced in December 1991, and aims to deliver positive performance returns that are uncorrelated to markets and other managers.

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