1 Dec 2011
Goldilocks, the Swiss advised, gold-focused portfolio, has re-opened for investment as YTD returns have reached 9.66% on low capital exposure.
Originally “closed ended”, the fund is now open to investors on a continual basis.
The portfolio, advised by Zug-based Insch Capital Management AG, has attracted considerable support from investors due to its very high ROCAR rate (returns on capital at risk) which verges on +45% (+44.98%) over the lifetime of the fund which first launched in January 2010.
This performance, along with the low fee levels and the very high loan value facility of the fund, has made Goldilocks of substantial interest to a wide mix of investors – especially fixed income investors, clients of private banks and hedge fund investors.
Originally “closed ended”, the fund is now open to investors on a continual basis.
The portfolio, advised by Zug-based Insch Capital Management AG, has attracted considerable support from investors due to its very high ROCAR rate (returns on capital at risk) which verges on +45% (+44.98%) over the lifetime of the fund which first launched in January 2010.
“Beyond the strong performance, the key to Goldilocks’s success is the high level of capital protection,” said Insch Capital CEO, Christopher Cruden. “Some 80% of the portfolio is comprised of gold notes, issued by banks rated A or better, which carry between 100% and 90% capital protection. The remaining 20% of the portfolio is invested in Insch’s proven currency program in which maximum losses are strictly limited to 50% of the currency allocation. This means that of every $1,000,000 of invested capital, only $100,000 is at risk – an important consideration in these troubled times.”
This performance, along with the low fee levels and the very high loan value facility of the fund, has made Goldilocks of substantial interest to a wide mix of investors – especially fixed income investors, clients of private banks and hedge fund investors.
This performance, along with the low fee levels and the very high loan value facility of the fund, has made Goldilocks of substantial interest to a wide mix of investors – especially fixed income investors, clients of private banks and hedge fund investors.
