The Athena Global Opportunities Fund is a Luxembourg domiciled UCITS V and will focus on blending asset classes together to enhance returns and reduce risk, such that the ‘whole is greater than the sum of the parts’. Although there are many subsets within asset classes, essentially we focus on these eight: equities, bonds, cash, property, commodities, currencies, alternatives and private equity.
The Athena Global Opportunities Fund is only available to investors through their Independent Financial Adviser (IFA). and is available in Sterling, US Dollar & Euro currency classes.
Investors in the fund should be willing to commit for at least five years to their investment and accept that the managers will take some risks in the pursuit of potentially higher returns than a cash investment can provide. The fund will diversify investors’ monies geographically and across a range of assets. You should be aware that the value of your investment and the income from it can fall as well as rise and is not guaranteed and you may get back less than you invested.
The fund is suitable for an investor with a medium to high attitude to risk, who would probably prefer their investment to fluctuate more and make potentially higher returns. However, the investor will probably be prepared to accept some falls in order to make higher returns than those made from only investing in low risk investments. The investor will accept that they could make a loss on the amount they invest, particularly in the short term