Fundperformance YTD

CIR

USD 207.11

 -22.1%

MM

CHF

142.61

 -16.6%

CAF

USD 179.69

 -15.8%

CEF

CHF 346.92

 -17.0%

BS

CHF 139.67

 -19.9%

 

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> Quotes and performance

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Circle A Fund (USD)

Our target is to outperform long-only equity markets over a whole market cycle at a lower volatility. This is achieved by securing assets in bear markets while benefiting from bull markets. The Fund, a SRI (Socially responsible investing) fund of funds, aims to achieve a constant growth rate and to keep risk at a reasonable level. The fund invests in a very broad range of managers with a focus on Asian sustainable long-only and long-short funds. The fund diversifies across 10-15 talented managers. Depending on the market situation the composition of the fund varies.

The fund has been licensed for public distribution by the Swiss Financial Market Supervisory Authority FINMA.

Strategy: Combination of long-short equity funds

Diversification: 10-15 target funds, Asia Pacific incl. Japan

Benchmark: MSCI Asia Pacific Index (incl. Japan), in USD

Suitability: for long-term investors

 Investment Manager Report

 Prospectus

 Supplemental Prospectus 

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