Chilton UCITS - Global Strategies

Investment Objective

Chilton Investment Company, LLC ("Chilton") , as investment manager, launched Chilton UCITS - Global Strategies ("Chilton UCITS") in November 2011. Richard L. Chilton, Jr. serves as Portfolio Manager for this fund. Chilton UCITS aims to provide investors with broad access to the proprietary research and investment platform of Chilton Investment Company via a UCITS-compliant structure. The Chilton research team currently consists of 6 portfolio managers and 18 dedicated analysts. The fund invests in equities and equity-linked derivatives providing long and short exposures, and derives its individual positions from the universe of stocks in which the existing Chilton strategies are invested, utilizing an optimization process to determine specific allocations and weights. The UCITS Fund endeavours to create a broadly diversified portfolio of global equities that can achieve superior risk adjusted performance with controlled volatility. The existing Chilton strategies include Chilton Flagship, Chilton European Equities, Chilton Small Cap, Chilton Global Natural Resources, Chilton Pan-Asia Pacific, Chilton China Opportunities.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.2 0.0 0.8 0.8 0.0 0.0 0.7 0.8 0.7 0.0 0.6 0.9 0.1
2017 0.3 0.9 0.4 0.5 0.3 0.4 0.8 0.8 0.5 0.7 0.5 0.4 0.1

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Close 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.