fidelis macro global fund
A truly diversified portfolio of various asset classes with products from around the world
Investment Objective
Generate Long-Term Absolute Return.
Investment Approach
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Diversifying: The strategy offers the potential to benefit from price trends across a broad set of global asset classes. It can also be a diversifying addition to existing portfolios – seeking different sources of potential return.
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Seeks to Profit from Market Trends: The strategy seeks to invest when a trend is underway. As prices eventually respond and overreact to information, the strategy is positioned to potentially profit from the continuation of the trend.
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Seeks to Reduce Risk: The strategy is designed to smooth overall volatility of portfolio over time and seeks to reduce risk in declining markets, where a short position can enable the strategy to profit from declines.
Building blocks
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Strategy Mix
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Directional – Single Asset – Long and Short
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Delta Neutral – Single or Multi Asset – Long and Short
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Asset Mix
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Diversification = Asset Class and Geographic Diversification
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Liquidity = Only highly liquid assets are included
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Risk Management
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Stay away from fear and greed = Systematic and Disciplined Approach
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No counter party risk
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Regulation
A Category 1 Global Business Company with Company No. 157747C1/GBL (Licence # C118023140), incorporated on 19th July 2018 under the laws of the Republic of Mauritius as a public company limited by shares under the Companies Act 2001, as amended and licensed under the Financial Services Act 2007, as amended and the Securities Act 2005 as a self-managed open-ended multi-class expert fund.