About the Strategy
The Strategy takes long and short positions, primarily through futures and forwards, in global equity indices, bond, currency, commodity, and volatility markets. The portfolio allocation will be a function of our return and risk forecasts, and will be produced systematically through a proprietary portfolio construction process.
The Fund aims to achieve long term capital appreciation through compound growth.
Suitable investor profile
The Fund may be suitable for investors with an investment horizon of over five years that seek capital growth primarily via exposure to global equities, fixed income, currency, volatility and commodity investments, and who are willing to accept the shorter-term fluctuations in price typically associated with such investments.
Investors should have an understanding of investments in the above securities and note that there is a high risk of short-term capital loss compared to other investment types but with the potential to deliver higher investment returns over the minimum suggested timeframe. Investors should be aware that emerging market securities may be subject to higher volatility and lower liquidity than non-emerging market securities.
Barclays 3 Month Treasury Bill Index in USD
Inquiries concerning the Fund and the Shares, including requesting the Fund Supplement (once approved by the Central Bank of Ireland) or subscription and redemption procedures, should contact the Global Distributer:
North Wall Quay, International Financial Services Centre
25/28 North Wall Quay, Dublin 1, Ireland
State Street Fund Services (Ireland) Limited
78 Sir John Rogerson’s Quay, Dublin 2, Ireland