PTAM Global Allocation R

PTAM Global Allocation seeks to maximize capital growth by investing in a diverse mix of long-term government and high-quality corporate bonds, equities, real estate stocks, and money market instruments. The fund actively manages its portfolio by continuously analyzing global economic trends and adjusting the weightings of these asset classes based on factors like interest rates, risk premiums, and liquidity conditions. This approach aims to minimize potential losses, capture gains over a 6 to 8-year period, and reduce the volatility of the fund’s value by responding dynamically to changing market environments.