Satellite Core Allocation

Strategy

Satellite Core Allocation pursues a balanced exposure to global capital markets through a disciplined strategic asset-allocation framework, complemented by moderate tactical adjustments. The strategy is intended for investors seeking a single, well-diversified vehicle that captures growth, income and resilience across cycles.

The equity and bond core is built through direct holdings, ETFs and selected actively managed funds, with a limited, opportunistic allocation to alternatives as a diversifier — allowing efficient access to global markets while keeping overall costs and concentration risk controlled.

Strategic allocation (reference)

Investment principles

• Diversification across asset classes, regions and currencies.
• Cost-aware implementation through liquid, transparent instruments.
• Strategic asset allocation reviewed periodically; modest tactical flexibility.
• Drawdown control as a primary design objective.

What the fund is for

• The strategic core of a long-term global allocation.
• Investors seeking diversified exposure in a single regulated vehicle.
• Hard-currency wealth preservation with measured growth potential.