UCITS Alternative investment funds
Since the Financial crisis of 2008 many institutional investors have made liquidity and regulation two key selection criteria for choosing any investment strategy, be it long-only or alternative. This is why we believe that hedge and other alternative funds in UCITS format will add real value to most institutional portfolios.
Salus Alpha Funds
The ability to achieve attractive investment performance in all market conditions is of considerable appeal to investors in this more risk averse climate. Partnering with multiple award systematic manager Salus Alpha, PDL International institutional offers clients the opportunity to invest in a range of world leading daily dealing UCITS alternative investment funds designed to deliver positive returns in all market conditions. Within this product proposition we have identified four areas and/or styles which will appeal to appeal to wealth management firms, independent financial advisers, stockbrokers, family offices, private banks and discretionary fund managers alike:
Salus Alpha Directional Markets Fund
The Salus Alpha Directional Markets Fund is a systematically managed CTA fund whose objective is to produce positive returns in all market conditions. Like most directional strategies this fund tends to do particular well in down markets, delivering substantial alpha beyond limiting capital drawdown and volatility. This fund ranks consistently well in the Exane Report on UCITS Absolute Return strategies. Click here to view the factsheets
Salus Alpha Commodity Arbitrage Fund
Salus Alpha Commodity Arbitrage Fund offers attractive, consistent return potential from a market-neutral exposure to a wide range of commodities. Its very low volatility and zero beta will appeal to investors who wish to have a liquid, regulated strategy lowering their overall market correlation at an above-average Sharpe ratio. This fund also ranks very well in the Exane Report on UCITS Absolute Return strategies. Click here to view the factsheets
Salus Alpha Real Estate Fund
This REITS fund enables investors to benefit from capital growth and dividends of European and North American real estate stocks, with less dependency to the property circle via its ability to allocate to risk-neutral assets (e.g. cash). Property is also generally considered to be an asset class with lower correlation to traditional capital markets. Click here to view the factsheets
Salus Alpha Multi-Style Fund
Salus Alpha Multi-Style Fund offers an actively managed, ready made diversified portfolio of hedge fund strategies. It combines various styles, as well as the strengths of different managers. This fund also ranks particularly well in the Exane Report on UCITS Absolute Return strategies. Click here to view the factsheets
To find out more, call us now on:
David Morgan, Institutional Sales DirectorEmail: dmorgan@pdlinternational.comTel.: +44 (0) 20 8282 8070
Rondall Powell, Chief Representative Central EuropeEmail: rpowell@pdlinternational.comTel.: +49-6192-200-605