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Global Ethical Fund
|GFED Aequitas Class A||LU0925601550|
*Until May 2013 the information aboves corresponds to GFED index, from then, GFED Aequitas Class A LU0925601550
*Manager’s track record since 2005 among its different vehicles, until May 2005 – GFED Index, since May 2005 GFED Aequitas Class A LU0925601550
*Past postive returns do not guarantee future positive returns
It is a multi-strategy, multi-asset class fund with daily liquidity whose aim is to achieve positive returns over any economic cycle thanks to the efficient distribution of risks through diversification
After adjusting the risk profile, the fund achieves aims to achieve returns well above the market average and in line with the big endowments.
GFED Aequitas follows the U.S. endowment model, though with a lower risk profile to adapt to a more conservative investor base. The endowment model is based on six basic principles developed by Dr. D. Swensen from Yale University:
Based on these principles, the fund has a sound and flexible investment policy, aiming to identify and classify the main investment themes and the best ideas according to their time horizon, and eventually select the most efficient investment strategies for each asset class. To this end, it combines a dynamic management style, placing special emphasis on diversification and timely hedges in order to smooth the return profile over time and avoid extreme shortfalls (e.g., hedging of extreme or tail risk)
1.- GFED’s team of six investment professionals with over eleven years’ experience in endowment management and their entire financial wealth invested in the fund.
2.- Over more than ten years of proven and successful track record managing the same strategy.
3.- Emphasis on independency and transparency as the main guidelines to generate a trusted and secure management environment and offer an excellent service to our clients.
4.- Cost efficiency and constant review: Is it possible to generate the same results with a lower cost?
As of July 31st 2019
Cecilia has more than 6 years of experience in the industry
She holds a Business Administration and Management Bachelor's degree from ICADE (E-2).
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