WHOLESALE INVESTMENT UNIT TRUSTGlobal Macro Strategy

Provides investors with:

• domestic and international investment opportunities to which investors may not otherwise have access

• exposure to global markets

• Focus on identifying and capitalising on opportunities which we believe are undervalued and provide significant growth potential. This approach will be supported by detailed analysis using our conviction matrix.

• The potential investment universe in which we may identify investment opportunities is broad, and will not be restricted to particular sectors, geographical regions, financial products or benchmarks.

An effective investment strategy requires a global approach because markets are interdependent with the actions of investors, central bankers, consumers and policy makers in one market having flow on effects, actions and reactions across many markets.

An effective way to generate returns, remain liquid and protect downside risk is to employ a global macro investment strategy, and to identify imbalances in valuations across domestic and global markets.

Global macro investment strategies utilise fundamental information and economic theory on key inputs including economic growth, inflation, interest rates, currency movements, global imbalances and changes in commodity prices to formulate forecasts and trends for different investment markets.

Investment Strategy

Investment Manager

Fund performance since inception, after fees. The Fund does not have a benchmark, Barclay Hedge Fund index shown for illustrative purposes only.

Growth of $10,000 investment since fund inception

9,000

10,000

11,000

12,000

Barclay Hedge Fund Index

JB Hi Alpha Fund

May-18

Apr-18

Mar-18

Feb-18

Jan-18

Dec-17

Nov-17

Oct-17

Sep-17

Aug-17Ju

l-17

Jun-17

May-17

Apr-17

Mar-17

Feb-17

Jan-17

9,000

10,000

11,000

12,000

Barclay Hedge Fund Index

JB Hi Alpha Fund

May-18

Apr-18

Mar-18

Feb-18

Jan-18

Dec-17

Nov-17

Oct-17

Sep-17

Aug-17Ju

l-17

Jun-17

May-17

Apr-17

Mar-17

Feb-17

Jan-17

The investment management team comprises a number of experienced investment professionals made up of derivatives and equities specialists with expertise in Australian and global markets.

Stuart McAuliffe has overall responsibility for and plays a key role in the Manager’s investment decisions. He leads a team of investment professionals, each of whom have considerable experience and expertise across global markets.

Stuart brings multi-strand skills in investment strategy, systems development, valuation and forecasting modelling and high-level trading techniques. Stuart has an academic background specialising in index design and assessment, and in the development of complex short and medium-term valuation and forecasting models and indicators.

Investment Style

• uncorrelated returns to traditional assets like stock and real estate markets

• potential to profit from both rising & falling markets• access to a highly experienced investment manager

10000

11000

May-18

Apr-18

Mar-18

Feb-18

Jan-18

Dec-17

Nov-17

Oct-17

Sep-17

Aug-17Ju

l-17

Jun-17

May-17

Apr-17

Mar-17

Feb-17

Jan-17

9000

12000

Jun-18

Capital market products, such as Australian and International equities, cash, derivative markets covering share indices, fixed income, currencies and commodities.

The Investment Manager takes advantage of the imbalances in global market valuations through the active management of investments using a scalable strategy to trade the most liquid markets in the world through both long and short positions.

WHOLESALE INVESTMENT UNIT TRUSTGlobal Macro Strategy

Important information: This information is provided by JB Markets Pty Ltd. The material above is provided for information only. The performance presented is historical and is not indicative of future performance. Returns are net of fees and expenses and assume income is reinvested in additional units and that tax has not been deducted. Returns are volatile and can vary from year to year. No account has been taken of the objectives, financial situation or needs of any particular person. Accordingly, to the extent this material constitutes general financial product advice, investors should, before acting on the advice, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation and needs. This is not an offer or recommendation to buy or sell securities or other financial products, nor a solicitation for deposits or other business, whether directly or indirectly. An Information Memorandum (IM) for the fund, under which invitations to apply to invest in the fund are made, is available from JB Markets Pty Ltd. Investors should consider the current IM in deciding whether to invest in the fund, or to continue to hold their investments in the fund. Unless an exemption applies, anyone wishing to apply to invest in the fund will need to complete the application form accompanying the IM. Prior to JB Markets providing any financial services to you, you should read JB Markets’ Financial Services Guide which is available on website www.jbmarkets.com.au

Share Indices Fixed Income Currencies Commodities

• S&P 500 (US)

• ASX (SFE) SPI 200 (Australia)

• DJ EuroStoxx 50

• Hang Seng (HK)

• US Treasury Notes

• Australian 10 & 3 year Bonds

• Jap. Govt’ Bonds

• Global STIR Mkts

• All Major G20 Currencies • Crude Oil

• Natural Gas

• Gold

• Silver

Multiple Markets

Increased Opportunity Liquidity

Utilise Market Volatility

Fundamental view to be expressed broadly including Equities, Fixed Income, Currencies and Commodities

Identifying both opportunity and risk on a global basis as markets are interrelated with changes often flowing from currency and bond markets to equities and commodities

Speed of execution as investments are made in deeply liquid markets

Capture greater profits by entering and exiting positions over shorter time frames

Investment Universe

Global Macro

Risks

For more information, please speak to your f inancial advisor or contact us.

Level 9, Riverside Centre 123 Eagle Street, Brisbane, QLD, 4000 Phone: 1300 108 495 Email: peter.aardoom@jbmarkets.com Email: trent@johnbridgeman.com.au Web: www.jbmarkets.com

All investments carry risk. The risks for this investment are outlined in the Information Memorandum which should be read completely before proceeding with investing in the fund.