Fund Holdings
The FundTap Luxembourg Trend Fund invests with leverage at up to 2x NAV into a range of systematic trend following strategies carefully selected by the Fund Manager with guidance from our proprietary Trend Analysis Program (TAP).
Planned fund mix is as follows:
| Fund Name | Holding (approx.) |
| Altis Partners - Global Futures Fund | -% |
| Winton Futures Fund | -% |
| QIM - Quantitative Global Program | -% |
| Transtrend | -% |
| Caxton Hawke | -% |
| Tudor Momentum | -% |
| Rudolf Wolff IQS Performance | -% |
Benefits of Trend Following Strategies
In general, systematic trend following strategies benefit from some enviable investment characteristics:
- no human involvement, no emotions and most importantly, no need to take a market view;
- highly diversified with little or no correlation to traditional markets such as equities, bonds or property;
- potential of absolute returns through their ability to profit in rising, falling or even level markets; and
- can lower risk and improve returns when part of a traditional portfolio
- can perform even during periods of market turmoil such as the year 2008
Added benefit of FundTap
- Up to 2x Leverage
- Managed strategy selection, allocation and risk monitoring
- Access to some managers who have very high minimum investments
- Increased diversification, opportunities for profit & spread of risk
- Security - a licensed Luxembourg SICAV SIF fund listed on Luxembourg Stock Exchange
- Low minimum investment
