Marketing Communication

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The Goleta Select Fund offers a capital preservation strategy that aims to achieve consistent investment returns while managing risk. We base our strategy on modern portfolio theory (MPT), a framework that guides us in determining the optimal allocation of assets by balancing potential returns against associated risks. MPT emphasises the benefits of diversification, reducing overall portfolio risk by investing across different asset classes, including equities, bonds, and alternative investments.

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To ensure the effectiveness of our investment strategy, we continuously and thoroughly review and rebalance the portfolio, adapting to market conditions, analysis results, and risk-return objectives.

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At the Goleta Select Fund, we prioritise capital preservation while striving for consistent investment returns. Our actively managed strategy is designed to respond to evolving market dynamics and optimise risk-reward outcomes. The Fund is not managed in reference to a benchmark.

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Past performance is not indicative of future returns, and there is a risk of losing all or part of your investment. The fund is subject to, amongst others, risks of investing in hedge funds, real estate funds and private equity, risks of leverage, risks of borrowing and capital erosion risk.  Please refer to the Prospectus for more information on associated risks. This document can be requested free of charge at the registered office of the fund.

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Available Share classes:​

Share  class B:

• ​ISIN: LU1371901767​​

Share class F:  

• ISIN: LU1496737682