Products
Business Strategies
We currently have two open-ended fund strategies which invest in global opportunities across continents:
Absolute Return Fund
The Fund’s investment objective is to achieve superior risk-adjusted returns through global exposure by investing in a diversified portfolio of asset classes and to consistently add alpha to the portfolio by taking long and short positions in equity stocks, futures contracts for equity indices, commodities, currencies & interest rates instruments, fixed income securities (corporate and Government), exchange traded funds, derivative instruments or any other instrument listed on international exchanges & prominent Global financial markets platforms. The fund seeks to generate an annualized return of 10% above the 3-month LIBOR.
For performance comparison, the fund uses a combination of indices-
- MSCI World (50% weightage)
- Bloomberg Barclays Global Aggregate TRI Hedged USD (25% weightage)
- Bloomberg Barclays Global High Yield TRI Hedged USD (25% weightage)
Total Return Fund
The Fund’s broad investment objective is to achieve superior risk-adjusted returns through global exposure by investing in fixed income instruments and currency markets and to consistently add alpha to the portfolio by taking long and short positions in fixed income securities (corporate and Government), currency derivatives and/or any other fixed income/currency related instrument listed on international exchanges & prominent Global financial markets platforms. The fund seeks to generate an annualized return of 6% above 3-month LIBOR.
For performance comparison, the fund uses a combination of following indices–
- Bloomberg Barclays Global Aggregate Total Return Index Value Hedged USD (50% weightage)
- Bloomberg Barclays Global High Yield Total Return Index Value Hedged USD (50% weightage)