The Controlfida Base Fund is a Global Macro fund which aims to generate an annual return of approximately 8% with a maximum drawdown of 10% and a volatility of 15%. The fund takes positions in interest rates, equity and currencies markets, utilizing financial leverage depending on which markets and type of positions. The fund only trades in financial instruments that are liquid and listed on regulated markets. 80% of positions expire within 2 months. The Base Fund has a track record dating back to 1999 and it has been transformed into UCITS in December 2013. The fund ranks in the top funds for performance, since 2000, amongst all Irish funds.
Leverage: 6x max
Exchange traded derivatives