AC 5
Alternative / Derivatives
Alternative investment strategy utilizing derivatives and structured instruments to achieve flexible risk and return profiles
Alternative exposure
Access to non-traditional instruments beyond equities and fixed income
Flexible risk profile
Use of derivatives to tailor risk and return characteristics
Portfolio diversification
Complementary strategy designed to enhance overall portfolio diversification
Investment strategy
The Fund follows an alternative investment strategy employing derivatives and structured instruments to achieve specific risk and return objectives.
Investments are implemented within clearly defined mandates, with strict risk controls and ongoing monitoring to manage exposure and downside risk.
Asset Allocation (indicative ranges)
Derivatives & struct. instr.
up to 60%
Underlying assets
20–50%
Cash & equivalents
up to 30%
Allocation ranges may vary depending on market conditions and risk management decisions
Risk indicators
Volatility
Return
Liquidity
Core instruments
Derivative instruments
Structured products
Underlying equity and fixed income instruments
Cash and cash equivalents
More strategies
Each fund operates under a clearly defined mandate and a documented investment process
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