Objective
The Coeus Capital Diversified Currency Fund aims to:
- Provide high returns with relatively moderate risk. More specifically, to generate a Sharpe Ratio of above three
- Provide this return independent of the economic or monetary cycle
- Adjusted for risk, to be one of the best performing mutual funds
With that
- The returns will be independent of the direction of stock and bond markets
- This fund is an excellent diversification for an existing equity and bond portfolio. After all, the latter are sensitive to economic and/or monetary cycles, in addition to sentiment and geopolitical developments
Strategy
The Coeus Capital Diversified Currency Fund aims to achieve this objective by:
- Trading the major global currency pairs primarily, and to a limited extent gold, oil and indices
- Appointing three to four portfolio management expert teams. Each team is allocated a certain proportion of the total Fund portfolio
Portfolio management expert teams
The selection criteria for the three to four highly specialized teams are:
- They have accumulated years of successful experience in currency trading
- They have a unique and distinctive style
- They do not correlate to each other, neither qualitatively nor quantitatively, resulting in an excellent diversification at the portfolio level
- Together they do not correlate to the stock and bond markets. As a result, the Coeus Capital Diversified Currency Fund does not correlate to the stock and bond markets
Learn more about the portfolio management expert teams in the brochure.