New Capital All Weather Fund CHF Inst
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General Objective
The fund's objective is to achieve capital appreciation with low volatility and low correlation to traditional asset classes over the medium to long term. It primarily invests in other collective investment schemes that implement absolute return strategies.
Fund Exposure
The fund is exposed to alternative investment strategies through collective investment schemes, with a focus on absolute return strategies. It may also invest up to 20% of net assets in non-UCITS investment funds. The fund uses derivatives for hedging purposes only and is actively managed without reference to any benchmark.
Risks
The fund is categorized as having a low to medium level of volatility, falling under category 3 in terms of risk. Risks associated with the fund include investment risk, liquidity risk, strategy risk, derivative risk, and currency risk. There is no guarantee that the fund will achieve its objective, and investors may experience capital loss.