Investment Highlights

The investment objective is to create a Global Growth Portfolio by adopting a focused and disciplined ‘top down’ approach to investment based on independent economic, fundamental and technical research.

The Fund will invest in a variety of instruments across a whole range of asset classes including equities, bonds, commodities, currencies and non-correlated investments as appropriate to achieve performance goals.

The Fund will use various hedging techniques to protect positions and options strategies to enhance performance of the overall fund. Stop losses will be utilized to prevent dramatic swings in the valuation.

With access to a broad range of independent research and opinion, our strategy will focus on areas we feel are going to outperform global markets and we will build our positions accordingly.

To download the following documents on the fund, please click the links below:

Fund Advisors 

Graham Crawford

Phil Churchyard  

Performance

The Fund was initiated as a model portfolio on 1 Jan 2008 with a notional value of €1million. In the past three years to 31 Dec 2010 it has consistently outperformed peer funds and achieved a growth of 36% despite the economic downturn and poor global indices’ performance.