The fund is a quantitatively biased, multi-asset, multi-strategy, macro-thematic fund, investing into fixed income, equity, commodity markets.
Our investment strategy is predicated on the analysis and the impact of macro-thematic trends, imbalances and inflection points on various risk premias.
The fund is focused on absolute returns and targets positive returns irrespective of market conditions.
The fund targets an annualised volatility range of 3 – 5% per annum and aims to deliver net returns that exceed the STeFI by 3 – 5% per annum over a rolling 3-year investment period.
The fund is appropriate for investors who have a moderate risk profile and who aim to preserve and grow the real value of their assets with a low level of capital risk over the medium term.