The Global Adaptive Capital Appreciation Fund aims to generate positive, consistent returns on your investment above those that would be earned on cash deposits over a full market cycle while managing rolling 12-month drawdown to no greater than 20%. By allocating assets across a portfolio of global equity and fixed income asset classes, the fund will seek to generate consistent and attractive total returns. Using information implied in option pricing, the fund will adjust its asset allocations based on the future probability of extreme (‘tail event’) market moves, both to the upside and downside. Looking to mitigate the negative market events while optimizing the positive equivalents, the fund will aim to maximise terminal value and wealth.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is for promotional purposes and does not qualify as an investment recommendation.
ABOUT THIS FUND
- The strategy seeks total return by allocating across global equity and global fixed income investments
- Using proprietary technology to analyse option pricing, the fund will adjust its asset allocations based on the future probability of extreme ('tail event') market moves, both to the upside and downside.
- Attempts to reduce the risk of significant loss while participating in the upside growth of capital markets