Due to client demand, the Rudolf Wolff Diversified fund was set up to invest in two Rudolf Wolff funds (RW). The RW Income fund and the RW Systematic fund and other potential niche strategies, an existing one is a long/short managed account that uses the spot price of gold versus the currencies of the G7 nations.

The Income fund is one of the better performing bond funds out there and the Systematic fund, is a new concept in fund management, using a proprietary multi-factor model approach designed to try to make gains irrespective of market factors/ market conditions. The managed account, has been running since February 2015 and Rudolf Wolff has been invested since May 2017.

This fund, would be suitable for those people seeking diversified investment strategies in providing acceptable risk-adjusted returns with reduced volatility within differing markets. As well as accessing a number of underlying investment funds and strategies which, on a stand-alone basis requires a much higher threshold of investment for entry. The investment manager runs a programme to decide the investment allocation between the three funds on a regular basis. Though this universe will evolve over time to incorporate new strategies as and when the fund identifies these new opportunities.

Please note, that there is no double charging between the underlying Rudolf Wolff funds.

Key Characteristics

Legal Name
Rudolf Wolff Diversified Strategy Fund Limited
Legal Structure
Bermuda Limited Liability Company
Fund Regulator
Bermudan Monetary Authority
Fund Sponsor
Rudolf Wolff Limited
Auditors
Arthur Morris & Co, Bermuda
Administrator
Altree Fund Services Limited
Custodian
KAS Bank NV
Currencies offered
GBP/USD/EUR
Minimum Investment
10,000 and thereafter 5,000
Dealing
Monthly
Management Fee
2.0% per annum
Performance Fee
0%

 

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