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How to optimize the currency risk management for a portfolio or a combination of portfolios ?
Our management services are available through a mandate or the purchase of fund units. The latter option can be easily implemented.
This is a Luxembourg-domiciled SIF (specialized investment fund).
Its advantage is that it can pool a portfolio’s various risks and/or risks of different portfolios into a subfund.
The COM (Currency Overlay Management) program adjusts the hedge ratio according to market movements in order to optimize the currency risk management. Disciplined management allows us to obtain results in line with medium- and long-term management objectives.
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Objectives
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To protect against adverse movements in risk currencies
Currency depreciation is partly offset by NAV trends
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To exploit favourable movements
The natural position gains value and NAV remains stable.
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