Manager Opportunities Access - Risk Parity Strategies Fund USD F-Acc
Fund
ISIN LU1557108294 / Valor 35447711
NAV (2024-09-30)
USD 139.51+3.17%
Manager Opportunities Access - Risk Parity Strategies Fund USD F-Acc
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General Objective
The fund aims to achieve consistent returns while exhibiting greater resistance to economic downturns compared to a traditional capital balanced portfolio. It follows the principle of risk parity in portfolio management, diversifying across different risks of underlying asset classes rather than capital-weighted exposures.
Fund Exposure
The fund primarily invests in other UCI or UCITS, along with interest-bearing and non-interest bearing securities and derivative instruments. It does not track any specific benchmark and may deviate materially from specified reference indices. Leverage is limited to 2 times the Net Asset Value based on the commitment approach and 6 times based on the gross approach.
Risks
Investors should be aware that this fund may not be suitable for those planning to withdraw their money within 5 years of investment. The fund's currency-hedged share class retains income within the fund and may use leverage through cash and securities borrowing, financial derivatives, and investments in instruments embedding derivatives.