
Description The investment objective of the Portfolio is to generate stable long term rates of return and acceptable liquidity through employment of a diversified risk profile. The Portfolio seeks to achieve this objective by investing up to 100% of its Net Asset Value in Swiss Capital Portfolio Funds and/or Portfolio Funds selected by the Investment Advisor. The assets of the Portfolio shall be allocated to the Swiss Capital Portfolio Funds and/or the Portfolio Funds in such proportions as the Investment Advisor in consultation with the Manager shall deem appropriate from time to time. The Portfolio Funds and the Swiss Capital Portfolio Funds invest in a variety of markets across a diverse range of strategies. This policy is subject to the ability of the Investment Advisor to diversify, hedge its exposures, enhanceits liquidity and to invest in liquid financial instruments as described below. The strategies used by the Portfolio Funds and the Swiss Capital Portfolio Funds have demonstrated over time an ability to produce returns with a low correlation to the traditional equity and bond markets as described below. Investment in any one collective investment scheme representing in excess of 40% of the Net Asset Value of the Portfolio shall be selected from the Swiss Capital Portfolio Funds which are described in detail on pages 4 to 10. To view the detailed information, you need to SUBSCRIBE with us. |
![]() |