Abbey Capital Multi Asset Fund Class C (MAFCX)

Overview

The company specializes in asset allocation across various investment strategies to optimize returns for its investors. By strategically dividing the fund's assets among a "Managed Futures" strategy, a "Long U.S. Equity" strategy, and a "Fixed Income" strategy, the adviser seeks to leverage different market conditions and investment opportunities. The unique selling proposition of the fund lies in its diverse, yet focused investment approach, aiming at both capital growth and income generation. The company's choice to maintain a non-diversified fund structure underscores its commitment to potentially higher returns, albeit with a higher risk profile.

Products and Services

• Managed Futures Strategy

  This strategy involves investing in futures contracts on financial instruments and physical commodities. By allocating assets to managed futures, the company seeks to profit from trends and other patterns in the futures markets. This strategy is designed to offer portfolio diversification and has the potential to generate returns that are uncorrelated with traditional stock and bond investments.

• Long U.S. Equity Strategy

  Targeting approximately 50% of the fund's total assets in a portfolio of one or more U.S. equity index futures, this strategy is focused on capitalizing on the growth potential of the U.S. equity market. Through a long position in U.S. equity index futures, the adviser aims to benefit from the rising market, reflecting an optimistic outlook on the U.S. economy and its corporate sector.

• Fixed Income Strategy

  Allocating a portion of the fund's assets in fixed income instruments, this strategy seeks to generate income and provide stability. It involves investments in bonds and other debt securities which may offer regular interest payments and the potential for capital preservation. This strategy adds a layer of risk management to the fund, aiming to balance the overall portfolio risk.