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| Fund Overview | The Cor Capital Fund is a Multi- Asset Fund which combines a pre-determined strategic asset allocation with active but systemised rebalancing to generate returns and manage volatility whilst maintaining transparency and liquidity. The Fund strategy is not reliant on accurate market predictions, forecasts or timing for success. Returns are generated in a number of ways; 1) by maintaining sufficiently large positions in a diverse group of asset classes, 2) via the 'volatility harvesting' consequences of active rebalancing, and 3) from the offsetting behaviour of certain asset classes under specific conditions. The combined portfolio is expected to exhibit relatively low volatility and low turnover. In the interests of avoiding complexity, maintaining liquidity, and minimising reliance on third parties, the Fund strategy does not employ gearing, derivatives or short-selling. |
| Manager Comments | During January the Fund's gold exposure contributed the most to performance (+1.35%), followed by fixed interest (+0.28%) and cash. These positive returns were partly offset by equities (-0.80%). There were no portfolio adjustments for the month with all asset exposures within the limits defined by the Fund's active risk. Although active risk management is the focus, the Manager expects the Fund's disciplined re-balancing to regularly result in successful contrarian moves and additional returns, with profitable changes to its gold position in 2013 a good example. |
| More Information | » View detailed profile of this fund |
