Marble Rock NCIS KeyStone FICC Retail Hedge Fund
Investment Objective and Strategy
The portfolio is structured as a Retail Investor Hedge Fund (RIHF) and is positioned to earn positive returns as an absolute return product for investors with a medium- to longer-term investment horizon. The fund will aim to provide superior, risk adjusted returns to investors through the dynamic implementation of investment strategies across a variety of underlying asset classes, primarily fixed income securities. The benchmark of the portfolio can be considered as cash (STeFi Call Deposit Index) + 6%.
Cumulative Fund Performance After Fees (%)
Average Annualised Return After Fees (%)
Correlation: KeyStone vs STeFi (%)
KeyStone returns on y-axis and STeFi returns on x-axis
For more information, download the Minimum Disclosure Document