Very few standard instruments allow investors to earn when markets are stagnating or falling. Our fund applies just such a strategy to ensure income even during periods of market uncertainty.
We are aggressive in thought but conservative in style. We are willing to sacrifice income in order to protect capital from serious decline. We primarily use sophisticated option strategies in order to reach these goals.
Although we recommend long-term investment, in order for the client to eliminate volatility and earn on long-term investment ideas our client investments are fully liquid on a monthly basis. Moreover, if the investment is held for three years, profit is tax exempt.
Throughout the lifetime of the fund, performance will naturally fluctuate depending on market development, as well as strategy success.
In the long run, and across the economic cycle, our strategies should yield 4-6% per year. In May 2017, the fund's performance since inception was 5.42% pa.
Charles Bridge Global Macro Fund is registered in the Czech National Bank register as a foreign fund of qualified investors who can publicly offer securities in the Czech Republic. It is a sub-fund of Polaris Finance SICAV Plc., which is a collective investment scheme organized as a multi-fund investment company with variable capital under the legislation of the Republic of Malta and licensed by the Maltese financial authority MFSA. The investment license is secured by the Slovak securities broker Sympatia Financie, o.c.p., a.s., the fund is administered by Valletta Fund Services, the largest Maltese fund administrator, and audited by Deloitte Malta.
Whether investment in Charles Bridge GMF is right for you?
Investment in the Charles Bridge fund is particularly suitable for investors who want to diversify their portfolios. The added value of the fund is fully revealed in a nervous market environment, as the fund has the unique function of capital protection, with only partial participation in strong market growth, but also with decline limitation.
Why invest right now?
The classic investment mix (current accounts, bonds, stocks) is currently under threat from the policies of central banks. Interest rates are at technical zero, and even in the negative spectrum in some countries, which makes the future function of portfolio bonds unclear. The Global Macro Fund thus becomes the perfect complement to the classic portfolio, due to its capability of being profitable even under volatile (demanding) conditions. Alternative assets are gaining popularity with asset administrators and now account for more than 20% of the composition of portfolios.
When can you enter the fund and under what conditions can you withdraw?
You can always enter the fund at the end of the calendar month. Because the fund uses exclusively publicly tradable instruments with high liquidity, clients are able to withdraw from the fund free of charge at the end of each month. Monthly liquidity is a great advantage compared to other alternative funds, where the investor is often penalized for withdrawing earlier than after 5-7 years. Our recommended investment horizon is 3 years.
Charles Bridge is a regulated fund designed for Qualified Investors. Selected content is hidden to the wider public. Registration is not binding. After registration you will be given access to hidden pages within the website and receive regular monthly fund reports.Register
Once registered, you will be allowed access to hidden sites offering performance, asset allocation and exclusive analyses, and be able to subscribe to regular monthly reports.
CITY TOWER - Hvězdova 1716/2b
Praha 4, 140 00
+420 605 525 923
Bratislava, 821 09
Suite 2, Level 3
Mriehel BKR 3000
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