Uni-Global - Cross Asset Navigator

Overview

Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor Unigestion SA
Portfolio Manager Jérome Teiletche
Fund Currency USD
Fund AUM $229.0m
Fund AUM (GBP) £173m
Fund AUM as of 17 May 2018
Max Gearing / Exposure Gross max 600%
Fund Inception 15 December 2014
Fund Indices AH Multi Asset UCITS Index

Fund Objective

The Uni-Global - Cross Asset Navigator offers diversification, through a macro risk based approach that is designed to offer an all-weather solution. It aims to offset economic downturns, inflation shocks and period of market stress, and benefit from normal periods of steady economic growth. The Uni-Global - Cross Asset Navigator is an active multi-asset fund which aims to deliver cash + 4% return over a whole economic cycle. The aim of the fund is to achieve a return of cash + 4 % p.a. over a 3 to 5 year investment horizon with a volatility of 6 to 8%.

Teaser@2x

Register for free to access the full profile

Register (free)