Global Conservative Fund
Melchior Selected Trust Global Conservative Fund (MSTGCF)
Andrew Dalton and Rupert Caldecott have been managing the MSTGCF for Dalton Strategic Partnership (DSP) since the fund’s launch in November 2009. The same strategy has been used for managing segregated accounts since April 2005.
The managers’ aim is to preserve capital and grow assets with a lower risk framework by creating a balanced portfolio of Global equities, hedge funds, bonds and cash. The fund uses a top down country and sector allocation combined with our in-house managers’ bottom-up stock selection skills. This process seeks to accrue positive outperformance from both the asset allocation and stock selection in equal measure to create a conservative risk portfolio.
How to invest
Please refer to the prospectuses and subscription documents within our Fund Literature section, or alternatively please contact us directly.
