Kestrel Global Portfolio

Investment Objective

The objective of the Fund is to achieve capital growth by investing in a diversified portfolio of asset classes across global markets. The Fund seeks primarily to invest globally in listed equities, debt securities, money market instruments, structured financial instruments, cash and financial derivative instruments such as futures, forwards, options and swaps. The Fund will also invest in exchange traded funds, exchange traded commodities and collective investment schemes which will give exposure to these instruments and asset classes as well as to global real estate markets and commodity markets. Allocation between asset classes is based on the level of risk that the Investment Manager deems appropriate using its own proprietary statistical models. In order to enhance returns, the proportion of risk assets to which the Fund will be exposed, and hence the Fund’s overall risk profile, will be adjusted according to the Investment Manager’s view on the direction of markets over the coming quarter.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.1 0.0 0.5 0.2 0.4 0.6 0.9 0.8 0.1 0.6 0.0 0.2 0.8
2018 0.0 0.7 0.4 0.6 0.1 0.4 0.2 0.8 0.4 0.0 0.1 0.3 0.7

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