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Valisa Capital FX Fund SP: Currency and metals strategies with outstanding returns and disciplined risk management.

Capital growth fund with an average annual return of 32.4% and a Sharpe ratio of 1.97, designed for diversified and uncorrelated portfolios.

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Four strategies, one objective: consistent and above-average profitability.

Whilst the fund itself is a new creation, the trading strategies used are not. In essence this fund has rolled up the trading strategies of a discretionary trading facility and team into a more flexible financial instrument – aimed at allowing larger inward investment into the fund and greater geographical distribution.

The system employs 4 core strategies, each with it’s own unique trading system, time frame and risk profile. The combination of these 4 strategies provide a balanced and positive return for all client types and needs.

The strategies are continually monitored and amended to en-sure that this combined approach continues to deliver above average returns for investors. The instruments traded are Spot FX, CFD’s (Indices) and Precious Metals v’s the US Dollar.

There is currently an accumulator share class available for capital growth, in 3 base currencies. This has been constructed with pension funds and model portfolios in mind, or investors who are looking for uncorrelated and diversified capital growth opportunities.

The performance fee of the fund is based on a High Water Mark – so if there is no suitable performance there is no performance fee payable. There are no subscription or redemption fees, making investments into the fund low cost and liquid. Please note that Past performance is not a guide to future performance. The value of your investment and income from it may go down as well as up and you may not get back the amount you invested.

Established since:

2014

Mean annual return:

32.40

Sharpe ratio:

1.97

Our focus is to help you build a diversified, solid portfolio that is prepared for different market scenarios. One of the most effective tools to achieve this is systematic funds.

What are systematic funds?

Systematic funds are investment vehicles that are managed through quantitative models and automated rules designed to identify market opportunities without emotional intervention. These models follow strategies based on historical data, statistics and asset behaviour patterns.

Unlike traditional management, where a manager makes discretionary decisions,systematic funds decisions are executed according to pre-set algorithms,which reduces human error and improves consistency in decision making.

Why invest in systematic funds?

 

Real diversification: Integrate multiple strategies, assets and geographies.
Discipline and consistency: Remove emotion from the investment process.
Adaptability: Adjust quickly to market changes.
Perfect complement to traditional investments such as stocks, bonds or fixed income.
Access to sophisticated strategies without the need to be an expert in active management.

Where do they fit into a diversified portfolio?

Systematic funds are considered part of alternative investments, along with strategies such as private fixed income, loan notes and structured products.

In a diversified portfolio, their role is to:
Reduce correlation with traditional assets.
Increase the portfolio's resilience to shocks or volatility.
Seek risk-adjusted returns, even in difficult economic environments.

In short, systematic funds can act as an intelligent layer of protection and complementary performance, optimizing the risk-return balance of your portfolio.

How to get started?

At KNG we offer you personalized advice to show you how these funds integrate with your financial objectives. We evaluate your risk profile, your investment horizon and build with you a proposal adapted to your reality.

About KNG INTERNATIONAL ADVISORS

At KNG International Advisors, we are a wealth advisory firm with more than 25 years of experience in international markets. We offer our services to Investors, Family Offices, Wealth Managers, International Financial Advisors in Latin America, Africa, the Middle East and Asia. We already have a portfolio of more than 4,000 global clients.

Learn more about KNG
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