The Gateway Target Beta UCITS Fund aims to deliver attractive long-term risk-adjusted returns from alpha and beta sources in global capital markets.
The Fund’s investment strategy is based on the positive attributes of established asset allocation approaches, such as:
- Risk parity approaches
- Global tactical asset allocation approaches
- Investment in Hedge Funds
The Gateway Target Beta UCITS Fund seeks to generate attractive long-term risk adjusted returns by harvesting multiple beta and alpha return sources in a range of liquid global financial derivatives. The investment strategy draws on certain positive aspects of established asset allocation approaches like risk parity, global tactical asset allocation and hedge fund investing, while avoiding some of their potential drawbacks. The portfolio is managed to achieve an annualized volatility of 10% or less, a moderate but potentially variable beta to global equity indices and an expected long bias in global equity and credit derivatives indices.