SIF Strategies
Explore different investment approaches available in Specialised Investment Funds
Overview
How Long-Short Hedge Works
Long Positions
The fund takes long positions in undervalued stocks with strong fundamentals and growth potential. These positions benefit when stock prices rise.
Short Positions
Simultaneously, the fund takes short positions in overvalued stocks or uses derivatives to hedge against market downturns. These positions profit when prices fall.
Market Neutral Strategy
By balancing long and short positions, the strategy aims to generate returns regardless of overall market direction, reducing correlation with market movements.
Alpha Generation
The fund manager's skill in stock selection and timing creates alpha - returns above the market benchmark - through the spread between long and short positions.
Costs & Terms
Risks
Market Risks
- • Equity market volatility can impact both long and short positions
- • Market downturns may affect portfolio performance despite hedging
- • Liquidity risk in certain market conditions
- • Concentration risk if positions are not adequately diversified
Derivative Risks
- • Counterparty risk in derivative transactions
- • Leverage risk from derivative positions can amplify losses
- • Basis risk when hedging instruments don't perfectly correlate with underlying assets
- • Time decay risk in options positions
Risk Band
Risk bands are indicative and may vary based on market conditions and portfolio composition. Please consult with your financial advisor before investing.
Equity SIF
Long-short equity strategies for growth-focused investors seeking alpha generation through sophisticated stock selection and hedging.
Key Features
- Long-Short Positions
- Active Stock Selection
- Market Neutral Options
- High Growth Potential
Hybrid SIF
Balanced strategies combining equity and debt exposure for investors seeking diversification with controlled volatility.
Key Features
- Multi-Asset Allocation
- Dynamic Rebalancing
- Moderate Risk Profile
- Balanced Returns
Debt SIF
Fixed income strategies with enhanced returns through credit opportunities and duration management.
Key Features
- Credit Opportunities
- Duration Management
- Lower Volatility
- Steady Income
How to Invest?
Simple 3-step process to start your SIF investment journey
STEP 1 - LOGIN
Create your account and complete verification to access our platform
STEP 2 - GET YOUR PROFILE REVIEWED
Our experts assess your investment goals, risk appetite, and financial situation
STEP 3 - START INVESTING
Begin your SIF investment journey with personalized guidance and support