AMAGIS Dynamic Allocation Total Return Fund (UCITS)
This balanced portfolio provides long-term capital growth and income by investing primarily in ETFs which track equity, bond, and commodity performance. The fund provides a broad exposure to global markets and aims to achieve the right balance between return and volatility through currency, sector and geographical diversification. The portfolio targets a long-term return of 6% and a long-term volatility of 4%-5%. It is mostly exposed to Developed countries and marginally to Emerging markets. The Balanced portfolio is expected to offer extra-returns in a long-term horizon view. Since this fund is based on fundamentals macro data and provides a high diversification grade, the holding period is between 5 to 10 years.
A well diversified fixed income portfolio with a multi-strategy approach that aims to mitigate financial risks and protect capital in the medium/long term. The flexible and unconstrained bond strategy offers opportunities for sustainable positive returns in any foreseeable scenario of the global fixed income markets. The BCM TR Bond Fund mainly invests in corporate, sovereign, contingent convertible bonds and a limited number of futures. The fund will primarily invest in a wide range of fixed income strategies and instruments without any benchmark constraints. Yield generation, reduction of risk and capital preservation will be a constant focus of the strategy. An opportunistic and unconstrained flexible approach is implemented to obtain absolute returns.