The Elite for Superior Diversification
When stocks and bonds move in lockstep, traditional diversification becomes a risk. The FTC Systematic Global Trend, a fund of funds comprising several sub-funds, addresses this very issue: With access to the world’s leading trend-following strategies, it opens up a new dimension of diversification—independent of other asset classes, robust, and offering high returns.
Optimal diversification of traditional portfolios is more important today than ever before. However, while retail investors have long been limited to stocks and bonds, institutional investors have had access to alternative asset classes such as managed futures. The FTC Systematic Global Trend opens this door: It enables retail investors in Austria to achieve professional-level diversification on par with large institutional investors and provides access to strategies that can generate returns in both rising and falling markets.
In the past, when stock prices fell, bonds could often offset the losses. This traditional balance no longer holds true today, as stocks and bonds are increasingly moving in tandem.
The reason: Central banks' interest rate policies, global debt, and persistently high inflation are increasingly affecting both asset classes at the same time and in the same direction.
As a result, the most important protective mechanism of traditional investment portfolios is lost: what was intended to be a safeguard turns into a double risk.
Managed futures are an asset class that can provide protection for traditional portfolios. They show no correlation with stocks or bonds over the long term, and they can generate returns across a wide range of market conditions:
During bull markets, they take a long position, thereby unlocking additional return potential. When prices are falling, they can generate returns through short positions. This applies to all liquid asset classes—not only stocks and fixed-income securities, but also currencies and a wide range of commodities.
At a Glance:
- Reducing the Risk of Losses During Crises
- Smoothing Out Fluctuations in Value
- Potential for positive returns regardless of market direction
The Systematic Global Trend is a fund of funds that combines internationally renowned trend-following managed futures strategies into a single fund. Most of these funds are reserved for institutional investors and require high minimum investment amounts. With the FTC Global Systematic Trend, retail investors in Austria, in addition to professional investors, can easily gain access to these elite investments through the fund’s retail class.
An overview of the funds included:
- Long-term success: Every manager with at least 10 years of track record
- Reassuring scale: A minimum volume of $500 million per invested strategy
- Strategic Diversity: Different Models, Time Horizons, and Trading Approaches
- Broad Coverage: Investment across stocks, bonds, commodities, and currencies
- High Resilience: Systematic Approaches, Proven Over Decades and Through Global Market Crises
Diversify Now Like the Pros
Secure your portfolio for the future—with the world’s best trend-following strategies.
Independent of stocks and bonds. Systematic. Robust. Institutional-grade quality for institutional and retail investors.
The content presented here consists of marketing communications. It is provided solely for informational purposes and is not to be construed as an offer, a solicitation to buy or sell, or a recommendation regarding any financial instruments. FTC assumes no liability or warranty for the timeliness, accuracy, completeness, or continued availability of the information provided here. All investments involve risk. Prices may rise or fall. Please read the fund prospectus and the key investor information document before making an investment decision. Reference is made to the material risks described in the key investor information document and the prospectus. Comprehensive risk information is provided in the prospectus.
Distribution Information:
The fund may be distributed to retail investors in Austria and to professional and semi-professional investors in Germany. The AIFM is authorized to suspend the distribution of the fund or individual share classes.
Risk Disclosures:
The FTC Systematic Global Trend may invest up to 100 percent in investments pursuant to Section 166(1)(3) of the Investment Fund Act (InvFG) (Alternative Investments), which entail a higher investment risk compared to traditional investments. In particular, these investments may result in a loss or even the total loss of the capital invested therein.
Due to the different structures of the individual share classes, the financial return that an investor achieves on his or her investment may vary depending on the share class to which the shares he or she has purchased belong.
Share Classes (ISIN | Bloomberg Ticker)
EUR-I: AT0000A3EYY6 | FTCSGTI AV
USD-I: AT0000A3EYX8 | FTCSGLI AV
EUR-R: AT0000A3EYZ3 | FTCSGTR AV
Valuation Dates: The last banking business day of each month
The deadline for subscriptions and redemptions is 10:00 a.m. (local time) at the custodian, five banking days prior to the last banking day of the month. December 31 is not a banking day for fund trading. Orders received after the deadline will be executed after the next applicable deadline. The value date for redemptions and subscriptions is two banking days after the valuation date.
Minimum Investment Amounts (Initial Investment/Subsequent Subscription)
EUR-I: EUR 250,000 / 10,000
USD-I: USD 250,000 / 10,000
EUR-R: EUR none
MASTER DATA
Distribution Policy: Accumulation
Country of residence: Austria
Legal Form: Alternative Investment Fund (AIF)
KAG/AIFM: LLB Invest KAG
Custodian Bank: Liechtensteinische Landesbank Österreich AG
Depositary: Liechtensteinische Landesbank Österreich AG
Portfolio Manager: FTC Capital GmbH
Auditor: BDO Assurance GmbH, Vienna
Date of Incorporation: October 31, 2024
Invoice currency: Euro
Regulatory Authority: Austrian Financial Market Authority (FMA); fma.gv.at