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 December 2022 - USD
- Low Volatility Income UCITS Fund - Factsheet December 2022 - GBP
- Low Volatility Income UCITS Fund - Factsheet December 2022 - EUR
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.
AQA Capital Limited
AQA Capital Limited - provides management company services to institutional and individual clients by utilizing the experience garnered from the staff’s collective years in the financial market. AQA Capital can provide management company services to clients regardless of fund jurisdiction or asset class, based on operations in Malta, Italy and its partnerships in Luxembourg and Ireland. As a Super Management Company licensed by the Maltese Financial Services Authority, AQA Capital offers UCITS and AIF funds that are both internally managed or with the white label solution. AQA Capital is authorized to manage both UCITS and AIFs and is ready to operate on the entire Value Chain so clients can determine which of our skills best suits their personal financial interests.
Calamatta Cuschieri Fund Services Limited
Calamatta Cuschieri Fund Services Limited - is one of Malta’s largest financial services firms that pioneered the Maltese financial services industry as early as 1972. With a philosophy to consistently service clients in an honest and personalized manner, Calamatta Cuschieri has moved from strength to strength gaining an excellent reputation along the way. Today the company offers a wide range of services across a variety of financial assets, these include Independent Investment Advice, Live Online Trading, Fund Services, Investment Management Services & Discretionary Portfolio Services amongst others.
Swissquote Financial Services (Malta) Limited
Swissquote Financial Services (Malta) Limited - offers two primary services: global securities trading accounts for institutional and private clients and depositary services to Malta-based UCITS, AIF, NAIF, PIF and offshore-based fund structures. Their clients are asset managers, investment managers, fund managers, private wealth and family offices, financial institutions, professional individuals and fund structures.
Deloitte Audit Limited Malta
Deloitte Audit Limited Malta - operates as a limited liability company, established under the Maltese law, with registered office at Deloitte place TriqL-Intornjatur Central Business District, CBD 3050, Malta and registration number C51312.
Swissquote Bank Ltd - Switzerland – Bank
Swissquote Bank Ltd
Swissquote Bank Ltd - holds a banking license issued by its supervisory authority the Swiss Federal Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Bankers Association. Its mother company, Swissquote Group Holding Ltd, is listed on the SIX Swiss Exchange (symbol: SQN).
Ganado Advocates – AQA Fund Legal Services
Ganado Advocates - has a long heritage. Founded originally in Valletta – Malta’s Capital City – they trace their roots back to the early 1900’s. Today They are one of Malta’s foremost law practices.