This is marketing material for professional investors only. 

 

​A multi-asset strategy designed to deliver resilient long-term capital appreciation with a disciplined focus on downside management.

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The Fund allocates dynamically across equities, fixed income, and alternative investments, seeking to construct a portfolio that balances growth potential with capital preservation. Asset allocation decisions are driven by rigorous risk assessment, macroeconomic analysis, and continuous evaluation of market conditions.

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Rather than adhering to a static benchmark, Goleta Select employs an actively managed, flexible framework. Portfolio exposures are adjusted as risk premia evolve, correlations shift, and forward-looking return expectations change.

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Key features of the strategy include:

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• Broad diversification across traditional and alternative asset classes

• Active risk budgeting and ongoing portfolio rebalancing

• Emphasis on liquidity management and drawdown control

• Integration of alternative investments to enhance return diversification

 

The Fund seeks to preserve capital through prudent allocation and disciplined risk oversight, while maintaining the flexibility to capture opportunities across market cycles.

 

The Fund is not managed in reference to a benchmark.

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Past performance is not indicative of future results, and there is a risk of losing all or part of your investment. The Fund is subject to, amongst others, market risk, credit risk, liquidity risk, leverage risk, and risks associated with alternative investments. Please refer to the Prospectus for further information. This document may be obtained 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