Diversified Capital Fund, is the product that stands out in this new market scenario. A fund with a strategy containing investment and structured instruments, fixed and variable revenue, foreign exchange market, and real economy. Promoting/Strengthening its results from the present volatility of the currencies segment with automatic systems and adapted/fitted manuals for such purpose and context. This allows a more stable, flexible and dynamic operations counterfoil than if using a single market and operations counterfoil vehicle.
A stormy time designed strategy to operate specifically in this markets.
The funds main goal is to obtain a higher profitability level to the stock markets profitability by means of diversified operations in the financial market and real economy assets.
The minimum permanence period of investment in the fund, for initial and subsequent investments, are 6 valuable cycles. Once the minimum permanence period is over, the investor can withdraw any moment.
Main investment strategies
· Regularly invest at least 50% of the assets placed in a variety of stock market segments/divisions: fixed and variable revenue products, structured and derivative.
- Fixed revenue products: sovereign and corporate bonds from many segments and different countries.
- Variable revenue products: stocks and ETFs from various industries and indexes.
- Structured Investments: investment instruments with and without principal protection, with a wide variety of underlying assets.
- Derivative Instruments: options and tools to protect taken assets.
· Invest in other operations such as market currencies –Fx trend followers and real economy by means of different instruments that take advantage of the high profits in this markets segments.
· Use different methodologies to analyze each market and economy conditions to agree on/ decide on/ determine on the investments.
| Investment Focus | Diversified |
| Currency | USD y EUR |
| Value Cycle | One month |
| Account Administration | Monthly |
| Charges | |
Subscription commission
“front load” | 1.00% |
Refund commission
“back load” | Non |
| Transference Charges | To the cost |
Management Comission
(yield bruto) | 20.00% |
| Administration Charges | 0.10% |
| Current Management whole annual charges | 1.20% |
| Balance bajo | 0.01644% |
| Minimum permanence period | 6 valorative cycles /series? |
| Minimum ammount (early and maintenance) | USD 25,000 - EUR 25,000 |
For more information on other Capital Lions investment products and which could be the best for your financial requirements , please contact your financial advisor or email us to info@capitallions.
Capital Lions Asset Management, Inc. Doesn´t take any responsability for the information given above. This paper does not offer to buy o sell qualifications, assessments or investments. This paper is protected by law on valid copyright. Don´t transcript, distribute nor send any content/text or graphics.
