The investment objective of the Sub-Fund is to generate capital growth from the equity market whilst maintaining in aggregate lower volatility relative to the broader US equity market.
The Sub-Fund is expected to invest mainly in the US equity market with focus on equities listed by issuers domiciled or with country of risk being the United States of America. In aggregate, the fund will seek for these investments to have lower volatility characteristics relative to the broader U.S equity market. Up to 100% of the assets of the Sub-Fund may be invested in equities. The Sub-Fund is however, not expected to have any specific industry, market capitalisation or market sector bias.Contact us for more information
- Low Volatility Income UCITS Fund - Factsheet April 2021 - USD
- Low Volatility Income UCITS Fund - Factsheet April 2021 - GBP
Informed Investment Decision Making
FOUNDER & CEO
Angus is the CEO and founder of Castlestone Management and heads up the Investment Committee for the company. Angus previously held the position as President of Macquarie Bank (USA) Inc. in New York and was Co-Head of the International Equity Department of NatWest Markets USA. Angus holds a Bachelor of Financial Economics from the University of London, England.
HEAD OF TRADING
Peter is the Head of Trading at Castlestone Management and has over twenty-five years trading and sales experience. Peter began working for Merrill Lynch in 1987 and held positions with their Institutional Capital Markets Group, International Operations Division, Institutional Advisory Group and Global Capital Markets Division and has also managed equity trading desks in New York and San Francisco. Peter holds a Bachelor of Arts in Political Science from Fordham University, Bronx, New York.
FUND RESEARCH, ANALYSIS & OPERATIONS
FUND RESEARCH & ANALYSIS
FUND RESEARCH & ANALYSIS
HEAD OF INVESTOR RELATIONS
CRM MANAGER & DISTRIBUTION OPERATIONS
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Swissquote Bank Ltd - Switzerland – Bank
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