Gateway Target Beta UCITS Fund

Investment 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.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.6 0.6 0.4 0.7 0.9 0.8 0.7 0.2 0.1 0.9 0.4 0.9 0.6
2017 0.8 0.6 0.6 0.4 0.2 0.3 0.8 0.6 0.8 0.5 0.4 0.3 0.3

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.