The Independent UCITS Platform
The platform legal structure was established in September 2012 under the trading name Independent UCITS Platform. There are currently five funds, one new fund awaiting regulatory approval and a strong pipeline of investment managers currently in advanced discussions.
Each fund on the platform has individual, independent branding, a distinct and separate investment strategy and is ‘best of breed’ in the asset class.
Semper Strategic Focus High Yield Fund
The investment objective of the Semper Strategic Focus High Yield Fund is to generate high levels of income together with capital enhancement through investments in primarily U.S. listed non-investment grade corporate bonds and floating rate notes issued by small to mid-cap companies.
The investment strategy of the Fund is to invest mainly in high yield bond securities primarily in the United States. The Fund will normally seek to be invested in bonds and related securities issued by small to mid-sized American corporations, focusing on the B and CCC rated credits issued by small and mid-sized corporations typically overlooked by larger asset managers while including select BB names.
The Fund will seek out securities that offer a premium level of yield and the prospect for capital appreciation whilst offering credit metrics (leverage and interest cover) which are similar or superior to larger, lower yielding equivalents.
Analysis of the bonds for the Fund will be undertaken on the basis that the bonds may be held to maturity, although the bonds may be sold prior to maturity. The Fund will invest in a diversified portfolio of medium to long term investments. Particular care will be taken to tilt the Fund towards particular duration or redemption periods which offer attractive levels of yield and/or total return at any stage of the market cycle.
JP Global Emerging Markets Fund
The JP Global Emerging Markets Fund’s objective is to generate positive absolute returns and long term capital growth through investments in listed equity and fixed income securities primarily in companies listed and operating in emerging markets. The fund may also invest in companies listed on developed markets which have significant exposure to emerging countries.
The Fund will normally seek to be invested as to at least 75% of its net assets in emerging market equity related securities.
The Fund’s assets will principally be denominated in currencies of the countries of the underlying investments; however, the Fund may invest in assets denominated in other currencies such as, but not limited to, EUR, GBP, CAD, HKD and USD. The currency exposure may be hedged.
The Fund seeks to achieve its investment objective by following the investment strategy and policy as described below. There can be no assurance that the investment objective of the Fund will be achieved.
The Hudson Fund's objective is to outperform the broad US equity market, as defined by the Russell 3000 Index over a full market cycle.
The Fund’s philosophy emphasizes a novel approach in researching money managers for the construction of a diversified portfolio. This innovative design combines a unique bottom-up manager selection process focusing on stock-pickers that have demonstrated consistent added value in specific sectors of the market, coupled with thorough and disciplined risk management to monitor and control underlying exposures.
The Fund typically invests in the common stocks of small, medium-sized and large capitalization US-listed companies, with the objective of outperforming the US equity market over a full market cycle.
Launch Date: 31 July 2014
Prodigy Emerging Markets Opportunities Fund
The Prodigy Emerging Markets Opportunities Fund's investment objective is to achieve absolute positive returns annually in all market conditions with risk managed in such a way that portfolio losses should be contained
The Fund seeks capital appreciation through long equity and short derivative investments using on disciplined, value orientated and research-driven stock and theme selection process. The Fund invests directly in emerging markets and stocks in developed countries with significant exposure in developing countries.
The investment strategy of the Fund is to invest in companies located or operating in emerging markets, or with exposure to emerging markets. The investments will consist mainly of equities (and, in addition, opportunistically when justified by extended valuations or unusual market conditions, related financial derivative instruments and forward transactions/contracts) issued by companies that are listed on regulated exchanges of emerging and developed markets which includes emerging markets related securities listed on eligible stock exchanges in developed markets such as the United Kingdom, United States, Hong Kong and Singapore.