Preserve Wealth ...
AIPM STRATEGY FUND is an absolute return income fund that focuses on global asset allocation and on income paid by top quality bonds and stocks to deliver stable returns over the long run.
A top down macro-economic driven asset allocation process ensures that the fund is invested in the most favorable assets classes and currencies at all times.
Interest income on deposits and debt securities of top rated banks, governments and corporations and Dividend Income served on the share capital of top quality corporations make the bulk of the investment returns. Capital appreciation add a layer of growth to the performance of the fund.
Money Market and debt instruments tend to deliver 4 to 6 % return per annum over the long run and are the asset class of choice for anyone looking for Wealth Preservation and moderate volatility. The Fund invests at least 51 % of its assets in Money Market and Debt Instruments.
The objective of the AIPM STRATEGY FUND is to deliver 3 to 5 % average return per annum over a time horizon of 3 to 5 years.
The managers of the fund scan the investable universe to identify debt or equity securities that deliver superior income streams. A top-down macro-economic and micro-economic allocation process ensures that the fund's assets are invested in the currencies, asset classes and securities offering the most favourable risk/reward.
A triple overlay of macro-economic analysis, security selection and technical analysis is implemented with the objective of identifying and capitalizing on valuation expansion trends and avoiding contraction phases.
The managers focus on top quality securities issued by Governments, Organizations and Corporations that benefit from Investment grade ratings and that demonstrate reliable cash flow and income streams. The fund may hold investments for long periods of time and does not aim at tracking any particular index.
The managers construct and monitor at all times a highly diversified portfolio of top quality companies or tracker funds. Disciplined risk management allows the fund to deliver superior alpha over a 3 to 5 years time horizon.
Latest NAV 31 Dec 2019