Cornerstone Core Strategic Fund
Investment Objectives
- Deliver consistent long-term capital appreciation through strategic asset allocation
- Provide portfolio diversification across multiple asset classes and investment strategies
- Generate returns that exceed inflation while managing volatility
- Access institutional-quality investment opportunities typically unavailable to individual investors
- Maintain flexibility to capitalize on market inefficiencies and emerging opportunities
- Focus on risk-adjusted returns rather than absolute performance
Investment Strategy
The Fund employs a multi-asset approach that combines core holdings with strategic opportunities across various investment categories. Our investment committee continuously evaluates market conditions to optimize asset allocation and capitalize on emerging trends.
Strategic Asset Classes:
- Listed Equities: High-quality companies with strong fundamentals and growth prospects across local and international markets
- Fixed Income: Government and corporate bonds providing stable income and portfolio stability
- Real Estate: Commercial and residential property investments offering inflation protection and steady yields
- Alternative Investments: Private equity, hedge funds, and commodities providing diversification and enhanced returns
- Cash and Cash Equivalents: Maintaining liquidity for opportunistic investments and risk management
Suitable Investors
The Fund is suited to sophisticated high net worth individuals and qualified investors who understand the characteristics of private equity and alternative asset classes.
The Fund is an aggressive investment because of the nature of the underlying investments.
The Fund is suitable for investors who would like a return over the long term, while accepting limited liquidity and the risks inherent with private equity.
Investors should have a minimum investment horizon of 5 to 7 years and understand the liquidity restrictions associated with the fund.
Note: No investment guarantees are offered and there is a risk of capital loss. It is not advisable for an investor to have a large proportion of their investment portfolio concentrated in private equity.