Gateway Target Beta UCITS Fund

Overview

Fund Strategy Multi Strategy
Fund Geography Global
Investment Advisor Gateway UCITS PLC
Portfolio Manager Vincent Weber
Fund Currency EUR
Fund AUM €162.5m
Fund AUM (GBP) £143m
Fund AUM as of 23 May 2018
Fund Inception 04 September 2015
Fund Indices AH Multi Asset UCITS Index

Fund Objective

The Gateway Target Beta UCITS Fund seeks to generate attractive long-term risk-adjusted returns by harvesting multiple beta and alpha return sources in a range of liquid global financial derivatives. The investment strategy draws on certain positive aspects of established asset allocation approaches like risk parity, global tactical asset allocation and hedge fund investing, while avoiding some of their potential drawbacks. The portfolio is managed to achieve an annualized volatility of 10% or less, a moderate but potentially variable beta to global equity indices and an expected long bias in global equity and credit derivatives indices.

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