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