The Global Diversified Return Fund (GDR) makes full use of its flexible investment guidelines within the UCITS III framework. This means that it has the ability to use derivative strategies for investment purposes (not simply for efficient portfolio management), which further enhances the diversification of the Fund. Derivatives, which derive their value from the performance of an underlying asset, can be used to add extra precision to the management of the portfolios and are an extremely efficient and cost-effective means of hedging unwanted risks in a portfolio.

The Fund can invest in a broad range of asset classes, regions and strategies – depending on which the fund managers view as most attractive, subject to the limits for each asset class, as illustrated below.

GDR is primarily managed on a multi-asset and multi-manager basis. This provides a complete and balanced portfolio of different asset classes in a single fund, therefore, it is ideal as a core portfolio holding and can be a useful tool for balancing portfolio risk.

Fund Ratings