New Capital is part of EFG Asset Management. For more information visit: www.efg.com
New Capital Prudent Multi-Asset Fund
Multi-asset
Fund Objective
The New Capital Prudent Multi-Asset Fund aims to deliver a consistent risk-adjusted return in all market environments over rolling 12 month periods. Specifically seeking a target return of Libor (cash) +3% over an investment cycle. The primary objective is moderating volatility and participating in rising markets, but with the aim of avoiding substantial capital loss. The performance of the underlying fund will be based on sterling returns. We may hedge currency risk back to sterling within the fund when we believe it to be appropriate. The USD and Euro units will be the sterling fund return hedged into the respective base currency. The difference in performance will be due to interest rate differentials.
Fund Manager
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