New Capital All Weather

Investment Objective

The New Capital All Weather Fund aims to achieve capital appreciation through mainly investing in UCITS hedge funds with uncorrelated and relative value strategies rather than directional approaches. Compared with many UCITS multi-manager funds, the Fund does not have a high allocation to long/short equity strategies. Instead, they take a core/satellite approach. The core of the portfolio has a low turnover with 80-90% comprising uncorrelated and relative value strategies stable medium to long-term positions. The satellite positions are short-term, opportunistic strategies in the more dynamic and flexible part of the portfolio, which makes up the remaining 10-20%.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.3 1.0 0.8 0.1 0.7 0.1 0.0 0.8 0.9 0.6 0.9 0.4 0.1
2022 0.2 0.6 0.1 0.5 0.4 0.4 0.5 0.5 0.6 0.2 0.1 1.0 0.2

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.