Datt Capital adds high-performing funds to HUB24

Boutique Australian investment firm Datt Capital has announced the addition of two of its high-performing equities funds to investment platform HUB24.

Datt’s Absolute Return Fund and Small Companies Fund are now accessible to wealth managers on the popular investment platform, which is used by nearly 5,000 advisers across Australia, covering nearly one-third of the local adviser market.

Previously, access to these funds was limited to qualifying wholesale or professional investors.

The Absolute Return Fund, which has returned 16.98% p.a. (after fees) since inception in mid-2018, covers Australian listed assets across multiple asset classes.

The objective of the fund is to reduce downside risk and volatility, Datt notes, tempering market risks typical of equity funds whilst ensuring an absolute return throughout the economic cycle.

Its Small Companies Fund, which has returned 26.43% p.a. (ex-fees) since inception in October 2023, is focused on the ASX small cap (ex-ASX100) equities market, holding between 15-25 listed companies.

Datt notes that its dedicated Australian small caps fund seeks to benefit from the insights gained through the management of the Absolute Return Fund.

Emanuel Datt, chief investment officer at Datt Capital said the addition of the funds on HUB24 would significantly expand their reach, “allowing a wider range of investors and financial advisers to benefit from our expertise in these asset classes”.

Datt added: “Both these funds have strong track records. The Datt Capital Absolute Return fund delivered investors 38.45% returns in the last financial year.

“The Datt Capital Small Companies fund also delivered 30.34% to its investors over its first full year of operation to October last year.”

HUB24 counts more than 1,000 managed funds on its platform, covering Australian and international markets. The platform, the seventh biggest in Australia by funds under administration, oversees more than $120.9 billion, with net inflows of $9.5 billion in H1FY25 recorded.