Alternative Funds

Alternative funds encompass Private Equity, Real Estate and Hedge Funds.

Hedge funds employ sophisticated strategies to achieve risk adjusted returns. These funds, which employ leverage, employing long and short position strategies as well as derivatives, allows specific risk exposure targeting while avoiding or hedging away unwanted risks.

Private equity funds are long-term closed ended vehicles which invest in unlisted equities, often working with management to enhance and realize value.

Real estate funds may invest in physical real estate or private real estate debt.

Alternative funds are suitable for investors seeking very specific risk exposures.

Some of the Key Benefits

  • Provides a greater variety of available return levels associated with each risk level
  • Diversification from traditional asset classes 

Some of the Risks

  • Investment into alternative funds carries additional risks such as liquidity risks (potential lack of exit strategy) and limited transparency on the investments

For more information:

  • Contact your Wealth Manager or visit any of our branches.

For Unit Trusts, the value of the units and the income, if any, may fall or rise. Any past performance or projection, prediction or forecast of results is not necessarily indicative of the future or likely performance.

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