SHARP UCITS Fund
SHARP UCITS Fund is advised by Rothschild & Co Systematic Strategies team. The seasoned PMs have been working together for more than 10 years, focusing on scientific approach to design portfolios and manage risks.
SHARP is an absolute return oriented multi-asset strategy with the objective of outperforming the traditional 50/50 portfolio while delivering differentiated returns. SHARP follows a systematic process built on eco-principles and expressed through advanced quantitative techniques – Risk Budgeting, Trend Following, Dynamic Volatility Management.
- The strategy operates on a diversified range of liquid markets – Equities, Rates, Credit, Real Assets.
- The strategy targets 8% to 10% volatility with a long bias.
- The strategy is designed to adapt to various market cycles and economic environments within a dynamic risk management framework.
Key Points
Absolute Return Multi-Asset Strategy
01
Technology to serve common sense – SHARP employs advanced quantitative techniques to support fundamental principles and manage risks.
02
Diversification – SHARP exploits risk premia across a large range of liquid assets.
03
Flexibility – SHARP is truly active in order to deliver differentiated returns and adapt to changing environments.
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SHARP UCITS Fund
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Waystone Investment Management (IE) Limited, 35 Shelbourne Road, Dublin 4, D04 A4E0, Ireland is licensed to provide Investment Management services to Professional Clients (including Collective Investment Schemes) by the Central Bank of Ireland.
Montlake UCITS Platform ICAV is an umbrella open-ended Irish collective asset-management vehicle with segregated liability between Funds formed in Ireland under the Irish Collective Asset-management Vehicles Act 2015 and authorised by the Central Bank as a UCITS pursuant to the UCITS Regulations.
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