|
How is currency risk best managed for a portfolio or a combination of portfolios ?
Our management services are available through a mandate or the purchase of fund units. The latter option is easier to set up.
This is a Luxembourg-domiciled SIF (specialised investment fund).
Its advantage is that it can pool a portfolio’s various risks and/or risks of different portfolios into a subfund.
The COM (Currency Overlay Management) programme adjusts the hedging ratio to market movements, in order to better manage currency risk. Disciplined management helps obtain results in line with medium- and long-term management objectives.
|
Objectives
-
To protect against adverse movements in risk currencies
Currency depreciation is partly offset by NAV trends
-
To exploit favourable movements
The natural position gains value and NAV remains stable.
|
|