Manager Opportunities Access - Risk Parity Strategies Fund USD Q-Acc
Fund
ISIN LU1435301590 / Valor 32829936
NAV (2024-05-31)
USD 132.56+2.06%
Manager Opportunities Access - Risk Parity Strategies Fund USD Q-Acc
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
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.