Active Macro Portfolio (A.M.P.)
This fund is a managed portfolio that is focused on producing profits from investment across bonds, interest rates, currencies, commodities and the equity markets. It is targeted with producing a yield that is over 18% per annum.
The structure of the portfolio means that is it reliant on a broad range of quantitative trading strategies in order to produce returns across the markets globally. These are worked in synergy with a econometric model that the fund manager has assimilated which automatically positions the portfolio to reflect the economic climate.
We have coined this approach as a hybrid approach and is designed to produce returns over the long term from a diversified portfolio of fully managed futures which possess higher than average intermittent pay-offs that are consistent with a macro approach. The volatility of this portfolio is similar to the equity markets although with no specific equity allocation, having the ability to act upon short and long positions over a range of markets.
Diversified Quant Portfolio (D.Q.P.)
This is a managed futures portfolio that produces profits from bonds, interest rates, currencies, commodities and the equity markets. The portfolio is not limited to any specific areas of the market and is reliant on a broad range of quantitative trading strategies in order to produce returns across the markets globally.
This broad and systematic approach means that it is not reliant upon any particular strategy. The volatility of this portfolio is similar to the equity markets although with no specific equity allocation, having the ability to act upon short and long positions over a range of markets.
Total Return Portfolio (T.R.P.)
This fund has been created to be different from traditional “Conservative” funds which are reliant upon holding huge tranches of bonds and are restricted by lack of diversification with products such as equities in order to reach their return objectives. This portfolio looks to produce returns no matter what the market conditions are like and achieves this through investing decisively across a broad range of asset classes and investment vehicles.
It looks to create returns of R.B.A. cash plus 2-3% pro rata, appropriate to relevant global tax years. Ultimately it is a diversified portfolio that is specifically designed to trounce on top-heavy fixed income dominated conservative funds that align with a similar level of volatility of around 4% pro-rata.
Actual Return Portfolio (A.R.P.)
This fund has been developed as an alternative to the accepted “Growth” funds that rely on heavy allocations of equities and limited exposure to bonds in-order to achieve its return objectives. This fund produces returns through investment across a wide range of assets with specific managers while hedging out equities and currencies to a long-term target of 50%.
A.R.P. looks to produce returns of inflation of 3-5% per annum and to outperform growth funds that are dominated by equities which traditionally have a volatility range of 9% pro-rata.