Global Macro Fund
ACTIVELY MANAGED GLOBAL MACRO FUND STRATEGY
Active portfolio management strategy based on qualitative analysis enhanced with a rigorous process of technical analysis Seeks to offer maximum downside protection with tailored risk management process and deep investment expertise Regular profit crystallisation to pursue best risk/reward opportunities while ensuring a very high level of liquidity.
The Fund seeks to generate consistent long-term capital appreciation through investments in carefully selected Exchange Traded Funds (ETFs) with a global equity exposure. The Fund may be fully invested in UCITS-eligible ETFs as well as (if deemed necessary) regulated open-ended investment funds with an exposure on equities,
bonds, or money market instruments respectively in cash. Furthermore, the Fund may be exposed substantially to regulated investment funds qualifying as Undertaking for Collective Investments in Transferable Securities (“UCITS”) under the EC Directive 2009/65 of 13 July 2009. These investment funds must be subject to the financial
regulator of a Member State of the European Union or by the Swiss financial regulator.The benchmark index of the Fund is the MSCI World Index.
THE ADVISORY FUNCTION OF THE FUND HAS BEEN TAKEN OVER IN JANUARY 2018.
The initial investment strategy of the Fund consisted of a „buy-and-hold“ strategy
characterised by the passive managment of a traditional mutual funds portfolio
(classical fund of funds strategy).