Datt Absolute Return Fund Ranked #1 Among Alternatives Funds

Outperforming Peers Across Asset Classes

In a year when traditional equity markets faced valuation fatigue and persistent volatility, alternative investment strategies have delivered some of the strongest results across asset classes. According to Morningstar data published by Livewire Markets, the Datt Capital Absolute Return Fund ranked #1 among Australia’s top-performing alternatives managed funds for the 12 months to September 2025, returning 33.03%.

This result highlights the growing relevance of absolute return funds in Australia, strategies designed to generate positive returns across different market conditions, independent of benchmark performance.

Important Information: This information is provided for educational purposes only and does not constitute financial advice or a recommendation to invest. Past performance is not a reliable indicator of future performance. Investors should consider their objectives and consult a licensed financial adviser before making investment decisions.

Navigating uncertainty with discipline and independence

The current environment, marked by persistent inflation pressures, shifting rate expectations, and global trade tensions, has rewarded strategies built for adaptability. Datt Capital’s Absolute Return Fund remained focused on preserving capital and compounding returns through diverse market cycles, capturing opportunities across undervalued Australian small caps.

“Emanuel Datt is a man of conviction – and conviction has paid off handsomely this year. His mental mapping of markets is something out of the ordinary. Whether it’s timing a turnaround in KYP Technology, riding the momentum in MEK Metals, or leaning into a critical minerals play like WA1 Resources, Datt has managed to balance boldness with discipline; delivering a 33% return and leaving the ASX 200 in the dust.” — Vishal Teckchandani, Livewire Markets (September 2025)

This external recognition underscores the strength of Datt Capital’s research-led and independent investment process, which aims to achieve double-digit returns through the cycle while protecting investor capital.

Over a five-year period, the Fund has also remained among the top performers in its category, delivering a total return 19.55% per annum as of September 2025.

A focus on alignment

Alignment with investors is central to Datt Capital’s philosophy. The firm’s principals invest alongside clients, ensuring decisions are grounded in shared outcomes. This structure reinforces accountability, discipline, and a long-term perspective in every investment made.

Why absolute return investing matters for Australian investors

Periods of volatility often expose the limitations of benchmark-driven investing. The Absolute Return Fund’s performance highlights the importance of diversified, research-driven strategies that can perform independently of market direction.

For investors seeking a high return fund in Australia with a focus on capital preservation and steady compounding through the cycle, the Datt Capital Absolute Return Fund offers a proven, flexible approach designed for long-term wealth creation.

About the Datt Absolute Return Fund

The Datt Capital Absolute Return Fund is an actively managed strategy designed to deliver positive absolute returns across market cycles through a combination of long and short positions in listed Australian equities.

The Fund seeks to generate consistent, double-digit returns with lower volatility than equity markets, using a flexible, research-led approach that focuses on capital preservation first. For further information about our Fund offerings, contact our Distribution Manager, Daniel Liptak, via call at 0419 004 524 or via email at daniel@datt.com.au.