New Fund in the List
We have added the following fund, selected according to the highest due diligence standards. As such, the fund belongs to the WSP Selection OpenList.
The fund is a multi-strategy, risk premia which uses several low and negatively correlated strategies consisting of equities, fixed income, and currencies. The strategy offers a liquid solution that gives access to alternative strategies such as long/short, relative value, trend following, mean reversion. The fund aims to generate a return of cash + 7%-9% p.a. over a full cycle with a volatility between 10%-15% p.a. on average.
The aim of the AXA WF Global Inflation Short Duration bonds fund is to protect investors’ assets against future inflation. Their focus on low duration ensures a higher correlation of the fund’s total return to realised inflation in a low rate environment. Current valuation of inflation-link bonds is quite compelling, as both breakeven and nominal yields are below inflation. The fund allows investors to benefit of inflation with limited exposure to interest rate risk (duration ~3 years).