US Protected Equity Fund Z Class

Fund Details

The Peregrine US Protected Equity Fund ('the fund') aims to give investors US equity market-like returns (represented by the S&P 500 Index) while providing a level of protection in a falling equity market environment. Given its focus on limiting downside risk, investors should be aware that this strategy is likely to underperform in a bull market. However, it is expected to provide a compelling payoff proposition through a full market cycle. The fund aims to generate returns in excess of a composite benchmark consisting of 40% overnight US Libor (London Interbank Offered Rate) and 60% S&P 500 Index.

Strategy Type Global Equity & Derivatives

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Class Z
Price Frequency Daily
Minimum Investment USD 1,500,000
Domicile Guernsey, Channel Islands
Auditor KPMG Channel Islands Ltd