Goleta Select

Average Annual Return: +6.75%

YTD Return: -0.25%

Capital Preservation Strategy.

 

We offer capital preservation through a conservative strategy, seeking to obtain consistent investment returns. The strategy is based on the modern portfolio theory (MPT), pursuing the best way to invest considering the potential risk-reward relation. The Sub-fund only invests in well-known exchange traded funds (ETFs) and actively managed mutual funds. The portfolio contains a broad range of underlying assets including equities, bonds and alternative investments.

The investment strategy is continuously and thoroughly revised and rebalanced according to changes in analysis results, market condition and risk and return parameters and objectives.

Fact Sheet

Disclaimer

The information provided on this website may include estimates, opinions, forward-looking statements, and unverified statements from third-party sources. This information is being furnished to you solely for your information and personal use and does not constitute an offer or a recommendation to purchase or sell any security. Past performance is not a guide to future performance

Address

Goleta Fund SCA SICAV-RAIF (Luxembourg)

30, Boulevard Royal
L-2449 Luxembourg,
Grand Duchy of Luxembourg

Tel: +352 20301620

Website: www.goletafund.com
Email: info@goletamanagement.com

 

Goleta Management S.à.r.l (Luxembourg)

16, Rue Jean Pierre Brasseur
L-1258 Luxembourg,
Grand Duchy of Luxembourg