MontLake UCITS Platform ICAV - Alpstone Global Macro UCITS Fund USD Institutional Pooled Acc
ISIN IE000P7DL099 / Valor null
MontLake UCITS Platform ICAV - Alpstone Global Macro UCITS Fund USD Institutional Pooled Acc
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General Objective
The fund aims to capture trading opportunities in interest rates, currency, and equity index markets globally using a discretionary investment process. The portfolio is built with a range of time horizons to benefit from short-term market moves and long-term macro themes, focusing on diversification across different trading strategies and global markets.
Fund Exposure
The fund is exposed to a diversified portfolio covering interest rates, equities, and FX across various global markets. It maintains a portfolio beta close to 0 with active country positions on both the long and short side. The investment style is focused on capturing alpha from trades over varied time horizons, seeking to produce expected returns through high liquidity and nimble risk reduction.
Risks
The fund faces risks associated with volatile interest rates, technical price squeezes, and exaggerated reversals in the market. Policy questions on the degree of tightness achieved by current interest rates, challenges for central bankers, and the battle with inflation pose risks to the fund's performance. Additionally, wider dispersion in economic conditions and policy actions may impact the fund's trading prospects.
Source
https://www.montlakeucits.com/subfund/alpstone-global-macro-ucits-fund/
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