Monthly Archives: August 2015

Interview with Haig Bathgate, Turcan Connell

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Turcan ConnellHaig Bathgate is responsible for leading and developing Turcan Connel Group’s investment strategy and research process. He chairs the Asset Allocation & Implementation Committee, is lead manager of the VT Turcan Connell Investment Funds and sits on the Investment Advisory Board. Mr. Bathgate is a Chartered Financial Analyst and former Chairman of the Scottish Board of CFA UK. He also sits on the Investment Policy Committee for CFA UK.

UCITSindex.com: The Turcan Connell Group offers legal, tax and wealth management services – a rather seldom combination. Why did you decide to offer a UCITS fund of alternative UCITS funds?
Haig Bathgate: The fund was launched in response to demands from our clients for an investment strategy which had more of an absolute return focus but less correlation with stock markets. Read More

Fund of the Month August 2015: FDI Audas Piscator

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Fund Strategy
FDI Audas Piscator deploys a multifaceted high-risk investment policy, based on short and long term strategies. Within the short term strategies the fund uses an internally built trading algorithm focussed on derivatives, especially linked to G10 and CEE currencies. This algorithm is the most aggressive investment strategy within the fund and is based on fundamentals, while timing is triggered by certain criteria which are set internally. It uses leverage of up to 1:5. The long term strategy, which makes up 50%-60% of the portfolio, is focused almost exclusively on Romanian fixed income and equities listed on the Bucharest Stock Exchange.


 

Fund Chart

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UCITS HFS Index turns around again, up 0.38% in July 2015

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After the first monthly loss this year in June 2015, the UCITS HFS Index turns around again in July and posts returns of 0.38%. The broad index started negatively into the month though, posting a loss of -0.10% after the first full week of trading. Things changed in week two as the UCITS HFS Index reported gains of 0.79%. Albeit week three and four reduced the monthly performance again due to losses incurred of -0.22% and -0.08% respectively, it was not enough to put the monthly performance at risk. Of all funds tracked 66.09% reported profits in July 2015.chart_UCITS HFS Index_2015_7  Read More