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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 | Manager commentary was that 'Of interest for April was the continuing strong performance of fixed interest securities with that part of the portfolio posting a 0.88% gain, its fifth consecutive positive month. Bonds have been out of favour with many investors for quite some time but they may very well out-perform equities for the first half of calendar 2014. Our bond allocation is maintained at approximately 25% and, in line with our active risk management process, we continue to top it up when equities surge. Should the tug of war between deflation and inflation start to swing more violently, or if deflation surprises markets, a significant bond allocation will be more important than reflected currently in many portfolios. All asset class weightings are within defined limits and there were no rebalancing adjustments triggered for the period.' |
| More Information | » View detailed profile of this fund |
