Active Allocation Fund
The Active Allocation Fund combines the discipline of modern portfolio theory in determining portfolio guidelines and controlling investment risk with the sophisticated financial and economic research provided by a leading investment research group.
A significant advantage of this portfolio is that its investment strategy is executed via exchange traded funds (ETFs) which give well defined securities market exposures and are comparatively inexpensive to trade.
No maximum or minimum allocation allows for allocations as high as 100% to cash or to any other single asset class although such an allocation is not typical. Short selling is not permitted.
Structured in a UCITS format and domiciled in Liechtenstein, this fund is offered in a well- regulated, investor friendly framework in a country that provides an environment well regarded by investors.