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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 February the Fund's gold position continued to perform (+1.09% contribution) and equities recovered from a weak January (+1.16%). Fixed interest (+0.09%) and cash (+0.07%) were also positive. There were no portfolio adjustments for the month with all asset exposures within the limits defined by the Fund's active risk management strategy. |
| More Information | » View detailed profile of this fund |
