Fixed Income Allocator UCITS


Fund Strategy Credit
Fund Geography Global
Investment Advisor Lake Geneva Investment Partners
Portfolio Manager Guner Turkmen, Marc Sormani
Fund Currency USD
Fund AUM $156.7m
Fund AUM (GBP) £118m
Fund AUM as of 24 September 2019
Max Gearing / Exposure max. 200%
Fund Inception 12 November 2010
Fund Indices AH Credit UCITS Index

Fund Objective

The Fixed Income Allocator's objective is to achieve above average risk adjusted returns with below market volatility using a proprietary trading approach across fixed income based assets. The Fund will allocate the assets either directly or indirectly through other collective investment schemes amongst various categories within the fixed income markets. The Fund will be exposed to Money Market Instruments and Transferable Securities including but not limited to: short and long dated treasury securities, emerging markets sovereign debt, high grade corporate debt,high yield debt, convertible securities, fixed or floating rate bonds and notes, debentures, commercial paper, certificates of deposits, structured securities, Exchange Traded Funds, Collective Investment Schemes, Closed End Funds.


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