Alternative UCITS The Fund’s objective is to provide returns via exposure to an asset class that is not positively correlated to the global equity markets. The fund aims to generate returns through long/short absolute return strategies to capitalise on opportunities in the foreign exchange market (often referred to as Forex) for the private investor irrespective of prevailing market.
The Fund deploys the established FX Managed Program Strategy (the Strategy), now structured within the liquid, secure regulated UCITS format. The Strategy deploys automated algorithms to trade global currencies in the Forex market using derivatives. Leverage is sparingly used to increase potential returns from positions without the need to tie up large amounts of equivalent cash. The Forex market is highly liquid and cyclical in nature, thereby making it a desirable market to operate in when seeking absolute returns. The Fund seeks an absolute return of between 7% and 12% per annum over a 5 year.
Advantages of Investing in the Fund i. Uncorrelated Returns – The Fund aims to achieve returns with a low correlation to asset classes such as fixed income and equities. The cyclical nature of Forex enables the Strategy to target returns regardless of market conditions. ii. Diversification – The addition of a Forex component to an investment portfolio can provide valuable diversification.
Diversification is an essential element of portfolio management, as has become increasingly evident in light of the market volatility we have seen in recent years. iii. Pedigree – The Fund trades only the most liquid global currencies, including but not limited to Pound Sterling, the Euro and US Dollar.
Additionally, majority of the Funds’ assets are held in government debt issued by major economies such as USA, UK, Germany and France. iv. Performance – The Strategy has performed consistently and positively for private investors, outperforming its benchmark (MSCI World Index) since its inception. It should be noted that all performance reported in this factsheet has been independently audited, with the previous 12 months performance figures provided and verified by the Funds’ admin.