The fund is a quantitatively biased, multi-asset, multi-strategy, macro-thematic fund, investing into fixed income, equity, commodity markets.
Our investment strategy seeks to profit from market inefficiencies and mispriced risks using a well defined macro-thematic investment process.
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.