Balsa Meralis Asset Management
Risk Parity is achieved through broad diversification across a variety of asset classes, regions and industries based on specific risk and return parameters.
We invest our own money this way and believe it is the best approach over the long term. Join us.
FUNDS
Growth-Inflation Risk Parity Fund I (USD)
- Strategy : Global Diversified Portfolio
- Benchmark : MSCI Emerging Markets Index
- Asset Class: Equity, Fixed income, commodity, alternatives
- Total assets : up to $2.500.000
- Compound annual growth rate*: 10.35 %
- Standard deviation*: 6.95%
- Minimum initial investment : $25,000
FUND DETAILS
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Growth-Inflation Risk Parity Fund (EUR) I
- Strategy : Global Diversified Portfolio
- Benchmark : MSCI Emerging Markets Index
- Asset Class: Equity, Fixed income, commodity, alternatives
- Total assets : up to €2.500.000
- growth rate*: 10.35 %
- Standard deviation*: 6.95%
- Minimum initial investment : €25,000
FUND DETAILS
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Growth-Inflation Risk Parity x1.4 Fund EUR
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Scheduled implementation date: March 2023
Growth-Inflation Risk Parity x1.4 Fund USD
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Scheduled implementation date: March 2023
Global Diversified Equity Fund
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Scheduled implementation date: March 2023
Global Diversified Fixed Income Fund
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Scheduled implementation date: March 2023
*
Targeted values for Compound annual growth rate and Standard deviation of returns of funds as per Fund Investment Policy Statement (IPS).
Parts or all of the information provided can be based on historical backtesting. Past returns cannot be used to predict and do not guarantee future returns. All information provided is purely indicative and does not constitute investment advise. Consult with your personal investment advisor and invest at your own risk.
How we Invest ?
- Economic growth proxy data is determined and gathered
- Inflation proxy data is determined and gathered
- Asset class proxy data is determind and gathered
- Periods of high/low growth and inflation are determined and categorised
- Historical asset class returns are backtested and categorised based on data availability.
- Asset class, geography, industry and currency allocations are calculated.
- Individual investments are selected to fill in each allocation based on available and future liquidity.
- Individual investments are purchased on the market simultaneously.
- Portfolio is maintained at set allocations and quarterly performance reports are provided to investors.
Why you should invest with us?
- European registered alternative investment fund. Placeholder regulation licence
- If for any reason you are not satisfied with our funds, you can cancel at any time.
- All fund redemptions require 30 days notice in order for us to liquidate your positions and pay out your money.
