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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 | Towards the end of 2014 the price of gold was very strong following sustained weakness and by the end of January this year the position exceeded 28 percent of the portfolio. The cash position was also on the low side. At that point the asset class weightings were re-balanced including a sale of approximately 11 percent of the Fund's gold bullion position. February saw a relative reversal of the above with the equity market surging nearly 7 percent and gold falling 5 percent. The Fund's weighting limits were again breached causing a trimming of the equities position and a topping up of gold. Click below to read the latest Fund Manager's Report. |
| More Information |
