The fund aims to provide long-term gains with lower risk and volatility levels than an equity-only portfolio. It provides for investment exposure across a diversified class of assets including equities, bonds, commodities, alternatives and currencies. It will also use low cost passive investments such as index funds and exchange traded funds.
The dynamic asset allocation will allow the portfolio to divert to cash when markets fall. For further security the fund will invest in a derivative contract with a single counterparty.