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The principal objective of the Fund is to achieve long term capital growth in the value of assets. The Fund seeks to invest in fixed allocations to the underlying Classes of the Butterfield Select Fund Limited. Investments will be made on a fixed basis with initially 25% invested in the Select Equity Class, 60% invested in the Select Fixed Income Class, and 15% invested in the Select Alternative Class. This diversified approach is aimed at providing investors with long-term capital growth, while limiting volatility. The Fund will be rebalanced on a monthly basis to ensure respective allocations are maintained as per the above. The Investment Adviser may, from time to time at a future dates, revise in its discretion these allocations in keeping with the overall objective of the Fund.
Name | Title | Since | Until |
---|---|---|---|
Jason Davison | - | 2009 | Now |
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