W&P FINANCIAL SERVICES
Asset Management for High Net Worth Individuals and Institutional Investors
- The fund follows an integrated discretionary management investment approach based on an absolute return strategy. Through the combination of different trading strategies in various asset classes the fund aims to achieve a market neutral absolute return.
- Diversification happens through the use of five different asset classes: equities, bonds, foreign exchange, commodities and cash. The Fund invests only in liquid investment vehicles
- The target return is 6-8% p.a. on a mid to long-term basis.
- Risk – measured as volatility – will be kept as low as possible (about 6% on a monthly basis), the risk budget is capped at 5% p.a.
- By using long as well as short strategies the fund is able to earn a positive return in positive as well as negative market phases and there is a low correlation to conventional financial markets.
- The fund is constantly monitored by an independent risk manager.
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