Collidr Adaptive Global Equity UCITS Fund
The Collidr Adaptive Global Equity UCITS Fund managed by Collidr Asset Management Limited has been specifically designed to adapt to market conditions – whether to take risk or preserve capital – by relying on a proprietary systematic approach to dynamically tilt or hedge the fund’s equity exposure. This fund has been designed for clients who are willing to take equity risk during most cycles, but equally want, where possible, to preserve capital when market conditions deteriorate.
The fund is a global equity fund that holds a core basket of equities from the US, European, UK and Japanese markets (using a quantitative approach to selecting stocks with strong fundamentals), and employs a pro-active risk management overlay to control equity exposure.
As to fund construction, each geographical area is treated as a separate portfolio for risk management purposes, with positions being equally weighted to avoid one position dominating performance. It is through Collidr’s specialised risk system ARES™, however, where this fund differentiates itself and seeks to add value. This risk system helps direct the overall level of market exposure that the fund takes in each geographical region, with the ability to be completely hedged across all markets where appropriate. It is through this system, of allowing the fund to take on market risk in rallies and hedging during downturns, which gives the fund its edge.
The fund’s objective is to generate a positive absolute return over a long term (5-10 years) market cycle whilst reducing the risk of losses. Invested capital is at risk however, and there is no guarantee that the objective will be attained over any time period.
Key Contacts
Collidr Adaptive Global Equity UCITS Fund
Key Points
Collidr Adaptive Global Equity UCITS Fund – Systematic Hedged Global Equity
01
Designed for investors who want to participate in equity markets, but equally want to preserve capital when market conditions deteriorate.
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Portfolio composition – a global equity fund that holds a core basket of equities from the US, European, UK and Japanese markets, chosen via a quantitative approach based on fundamental data and a quality bias, with a pro-active risk management overlay to overall equity exposure.
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ARES – Collidr’s proprietary risk management system, dynamically provides signals on the level of market exposure that the fund takes in each geographical region. It is through this system, of allowing the fund to take on market risk in rallies and hedging during downturns, which gives the fund its edge.
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Collidr Adaptive Global Equity UCITS Fund
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