The goal of Ducal Equity Fund is to achieve long-term capital growth through a portfolio of investments in global equities and equity related securities.
The fund will mainly invest, directly or indirectly, in equities or equity-related securities issued by companies of any size located in any country. It may invest up to 10% of its net assets in convertible securities.
The fund is managed in an active and flexible manner on the basis of quantitative and qualitative analyses of the world economy, of economic sectors, companies and the evolution of commodity markets and financial markets. Long and short positions can be used to diversify and expose the portfolio to certain markets and asset classes. The fund may temporarily keep 100% of its assets in liquidities. It can invest directly in money market instruments or indirectly through a fund or it can have current or savings accounts in different currencies.