The Excelsior Opportunities Fund adopts a multi-asset, multi manager approach. It invests in collective investment schemes and indices in equities, fixed income, traditional and alternative assets.

The Investment objective on the Fund is to achieve superior long term capital growth. The Fund is intended to provide steady rates of return with lower risk by diversifying across asset classes and sectors. The fund uses a combination of global macro strategy and established portfolio strategies to generate performance and uses a controlled and disciplined approach to investing in order to reduce volatility.

Fund Facts
Fund Term: Open ended
Base Currency: GBP
Inception: December 2015
Min. Investment £7,000
Min. addition: £1,000
Dealing Frequency: Weekly
Domicile: Mauritius