TB Enigma
Dynamic Growth Fund
The Fund aims to be invested in Equities and/or Bonds and Commodities for long term capital growth. It adopts a dynamic asset allocation strategy so that it has flexibility to try capture upside in markets but avoid the worst of bear markets which happen from time to time. As such, the Fund can be fully invested in Equities or, in extreme circumstances, can have zero allocation. Drawdown management (i.e. trying to minimise losses during difficult times) is a key part of the objective. Investments are implemented using focused Exchange Traded Funds which provides diversification with minimal stock specific risk.
TB Enigma
Global Sector Rotation Fund
The Fund aims to provide long term capital growth by investing in Global Equities. It focuses on Sector selection because of the opportunity that arises from the fact that many sectors are driven by different factors (e.g. Energy, Financials, Technology, Consumer Staples, Industrials etc) and that Sector leadership often changes. The Fund adopts a concentrated active Sector selection strategy which is implemented using low-cost Exchange Traded Funds. This provides significant diversification with minimal stock specific risk. The Fund will always be fully or nearly-fully invested in Equities, irrespective of Equity market conditions.