We believe that blending eight asset classes in one fund provides investors with three distinct benefits:
Apollo’s managers look worldwide for opportunities. Once identified, evaluated and approved, they then choose the most efficient method for tapping into that opportunity. Options might include investing directly into the security itself, indirectly via another fund manager, or utilising structured products and index trackers for example. Ultimately the tools and devices used are academic, because what really counts are the results achieved on behalf of our investors. The Athena Global Opportunities fund offers an all-encompassing investment solution
Every asset class has its attractions, how each asset class performs in investment terms is influenced to a greater or lesser degree by prevailing economic and market conditions along with other circumstances and events. While some asset classes move up or down closely together, others remain unmoved or do exactly the opposite. So that as the fortunes of one asset class begin to wane, one or more of the other asset classes is usually in the ascendant and vice versa. The linkage – or lack of it – between each asset class is referred to as ‘correlation’; closely correlated asset classes usually move together in the same direction, while asset classes that are less correlated, don’t.
By combing a range of asset classes in one fund, the sharp ups and downs of each asset class can be ‘smoothed out’ by the other asset classes and as a consequence, the fund’s overall investment performance becomes steadier and smoother.
As well as reducing volatility, modern portfolio theory also shows that higher returns can be achieved (on a comparable risk basis with other funds) by bundling non-correlated investments together in one fund. In other words, the smoothing effect of multi asset investing does not compromise a fund’s ultimate performance potential.
Liquidity is, ever increasingly, becoming an important criteria for investors. Since the global financial crisis in 2007/2008 numerous assets that had previously been thought to have been liquid became anything but and funds with non- liquid assets such as bricks and mortar property, Life settlements, traded endowment plans, legal financing funds and certain private equity funds have been seen to have ‘locked’ or ‘gated’ up having been suspended. Naturally, this is of concern to investors. It is with this in mind that the Athena Global Opportunities Fund has been designed. The fund prices and deals daily and all of the underlying assets are liquid and daily dealing and thus enables the fund to be traded daily ensuring that any redemptions can be met as promptly as possible.
By accessing this website and the products, services, information, tools and materials that it contains or describes, you acknowledge that you have understood and accept the following terms and conditions of use. Please read these terms and conditions of use carefully before using this website.
This website only includes information on the Athena Global Opportunities funds. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction. This site is not directed to individuals or organizations for whom such offer or invitation would be unlawful or prohibited. Users should ensure that they are legally allowed access to this website in the country from which they connect.The information contained in this website is not intended as an offer to sell securities or a solicitation to buy.
The information contained in this website is not intended as an offer to sell securities or a solicitation to buy.The Athena Global Opportunities Fund (AGOF) assume no responsibility for the financial or other consequences arising from the subscription or purchase of the securities described in this website.
The Athena Global Opportunities Fund (AGOF) assume no responsibility for the financial or other consequences arising from the subscription or purchase of the securities described in this website.The contents of this website have been prepared for informational purposes only. No information included on this website is to be construed as investment advice or as a recommendation or a representation about the suitability or appropriateness of any fund.
The contents of this website have been prepared for informational purposes only. No information included on this website is to be construed as investment advice or as a recommendation or a representation about the suitability or appropriateness of any fund.It is recommended that you seek independent financial and tax advice before making any investment decisions. Investment in any of the funds described in this website should only be made on the basis of the terms and conditions of the most recent applicable offering documents (including any relevant supplements).
It is recommended that you seek independent financial and tax advice before making any investment decisions. Investment in any of the funds described in this website should only be made on the basis of the terms and conditions of the most recent applicable offering documents (including any relevant supplements).
All material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. Some of the content on this website may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected.
GENERAL RISK FACTORS
Past performance is no guide to or guarantee of future returns. Please note that the price of securities and the income from them can fall as well as rise and you may not get back the amount originally invested. Income receivable may vary from the amount of income projected at the time of making the investment.
You must read the relevant AGOF prospectus for all the relevant risk factors pertaining to each sub-fund.
Regulation and Status Disclosure
Apollo Multi Asset Management LLP has registered offices at 2nd Floor, Reigate Hill House, 28 Reigate Hill, Reigate, RH2 9NG and is authorised and regulated by the Financial Conduct Authority (“FCA”) in the UK and is registered on the FCA’s register, No. 487458
The Athena Global Opportunities Fund is a sub fund of the LF Partners Investment Funds registered under Part I of the Luxembourg law of 17th December 2010 relating to undertakings for collective investment, as amended (these are commonly known as “UCITS V” funds) (the “2010 Law”). AGOF is recognised by the FCA under s264 of the Financial Services and Markets Act 2000.