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Salt
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Australasian shares, Shares

Salt Long Short Fund

The Fund aims to deliver positive absolute returns in all market environments with low/no correlation to long only equity indices.

Risk indicator
4 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
2.23% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
$3.4849

As at 02/11/2026. Buy/sell spread 0.20% / 0.20%.

About this fund

The Fund aims to deliver positive absolute returns in all market environments with low/no correlation to long only equity indices. In addition to holding “long-only” NZ and Australian securities, the Fund may, at our discretion short sell securities, hold cash, lever its assets and utilise active currency management to generate returns.

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager
Salt
Fund type
Managed fund (PIE)
Asset class
Australasian shares, Shares
Management style
Active
Inception date
30/06/2014
Fund size
$202.06M as at 02/11/2026
Distributions
–
Regular Investment Plan
Not available
InvestNow KiwiSaver
Not available

Fund performance

Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.

Growth of $10,000

Salt Long Short Fund
 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
Salt Long Short Fund
-1.25%
-1.15%
3.78%
14.94%
12.73%
10.09%
11.30%

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

What the fund invests in

A snapshot of the fund’s investments, updated from the manager’s latest fund update.

Asset allocation

Other
53.5%
International shares
20.7%
Australasian shares
19.4%
Listed property
6.5%

As at 30/09/2026. Source: Morningstar.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee
Amount
What it means
Estimated annual fund charge
2.23% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0.20% / 0.20%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
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About the manager

Salt

Salt Funds Management has three managed funds on the InvestNow platform — including a listed property fund and two Australasian equity funds.

Learn more about Salt Funds Management, their investment options available to InvestNow customers plus access their latest news and updates.

View Salt
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Ready to invest in Salt Long Short Fund?

Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.