Protected Equities
Record Protected Equities Fund
The Record Protected Equities strategy is designed to target long-term capital appreciation by investing in listed companies with favourable characteristics (e.g. size, value and quality), whilst maintaining continuous protection to mitigate the impact of steep intermediate drawdowns.
The fund employs a multi-manager strategy combining global long-only equity exposure with a left-tail hedging solution.
The strategy maximises upside returns through global broadly diversified equity exposure whilst minimising the downside with a specialised risk mitigation strategy.
This unique combination enhances the long-term risk-adjusted returns.
Protected Equities investment proposition
- Participation in long-term equity market growth while limiting the downside through systematic protection
- Strategy designed to preserve capital in stressed markets and reduce drawdown risk
- Diversified exposure to global developed markets with high liquidity and transparency
- Cost-efficient implementation using liquid instruments integrated with institutional portfolio needs
Portfolio composition
Contact us
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