Melchior Selected Trust: Asian Global Balanced Fund
The investment objective of this fund is to achieve capital appreciation through investment in equities, bonds and cash. The fund offers an active Asian biased approach in US dollars to asset allocation with a view to obtaining positive absolute returns.
Investment Style
A combination of top down country and sector selection and bottom up stock selection designed to seek positive outperformance from both.
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Key Information
Country of registration:
Fees:
Fund Structure: | Luxembourg
'C' Shares - 1.75%; 'D' Shares - 1.25% 15% outperformance of composite benchmark (45% Merrill Lynch US Treasuries 1-10Yrs Index, 25% MSCI All Country Far East ex Japan Index, 25% MSCI Kokusai (World ex Japan) Index and 5% MSCI Japan Index) + 1.5% 'C' Shares - $10,000 (equivalent) |
