Carlton James Diversified Alpha Fund - DAF
Carlton James Group is a private investment group specializing in diversified portfolios across different global asset classes across varying jurisdictions, industries and economies.
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DAF is a very different and a true non-market correlated alternative Multi-Asset Fund. The fund lends capital to different sectors such as Commercial Real Estate, Technology, Energy & Renewables, Sports, Media & Entertainment.
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The fund is allocating capital to predictable, recession resistant and defensive sectors to help to protect investors capital from recession and volatility.
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True multi-asset allocation and continued portfolio balancing allows for strong none volatile performance, whilst maintaining ongoing liquidity in the fund.
Differentiation – a multi-asset fund quite different from others; typically lower risk, less volatile & less correlated compared to other more traditional multi-asset funds
At the core of the investment strategy, the layering methodology allows for the creation of a tried and tested approach that produces returns on a low to medium risk basis.
Target Asset Allocation:
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Commercial Funding
35%
Debt & Equitiy
30%
Liquidity
35%
Investment decisions are strictly controlled to manage risk and volatility whilst maximizing returns.
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Target Return: 8% - 10% p.a. net of fees (including 8% p.a. dividend payment)
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Currency: US$
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Minimum Investment: US$ 20,000; GBP 15,000; thereafter US$ 10,000; GBP 5,000