Generation Development Group Limited (GDG)

Overview

The investment fund mentioned focuses on achieving total return through a strategic approach to investing in global equity securities and other asset classes. Its methodology combines a long-term macroeconomic perspective with short-term market views, utilizing actively-managed investment strategies. This fund is structured as an exchange-traded fund (ETF), allowing for flexibility and dynamic asset allocation between its two main investment sleeves: the strategic sleeve and the tactical sleeve.

Products and Services

• Strategic Sleeve Investment

  Approximately 80% of the fund's total assets are invested in global equity securities. This segment, known as the strategic sleeve, relies on a long-term view of macroeconomic factors to guide its investment choices. It represents the core of the fund's investment strategy, aiming for steady growth by selecting global equities that are anticipated to perform well over an extended period.

• Tactical Sleeve Investment

  The remaining 20% of the fund's assets are allocated to the tactical sleeve, which is designed to capitalize on short-term market opportunities. This portion of the fund aims to add or reduce exposure to various asset classes based on short-term market views, allowing for more flexible and responsive investment strategies. This might involve investing in futures contracts to gain either long or short exposure to certain asset classes, thereby attempting to maximize returns or hedge against potential losses.