Global Fixed Income PMS & Fund

Global Multi Asset Allocation Portfolio (GMAAP)

Global Fixed Income PMS ( GFIP)

In the GFIP, we will create a Portfolio of carefully chosen Global Fixed Income Products from across the world, including Bonds, Sovereign Debt, REITs and similar instruments.

The target yield in US dollar terms will be between 6-8% PA.

The portfolio will employ a small amount of leverage to achieve these Returns but because of wide diversification, the risks will be relatively low. (Of course, like any Investment, there is always some degree of inherent risk, even in Fixed Income Securities).

The mix of instruments will be investment grade as well as high yield.

The portfolio will receive monthly and quarterly dividend and Interest, from the various instruments that it holds, which investors can keep withdrawing periodically to serve as income.

Details of the GFIP are:

Minimum Investment: US $50,000

Lock-ins: No lock-in

Redemption: At any time, based on investors' discretion

Management Fees: 1% PA, charged monthly, on NAV

Other fees: None

Account Opening: Really simple and quick!

Global Freedom Fund SPC - Global Tactical Strategies SP (GFF-GTS)

Fixed Income Global Strategies Fund (FIGS)

This Cayman fund is open to investors with a minimum investment of US$500,000.

The Fixed Income Global Strategies FIGS is a Fund, which invests in fixed income securities which are exchange traded as well as over the counter ( OTC), from across the world.

This fund also invests in yield enhancing structured products and notes.

The mix of instruments is investment grade as well as high yield.

The target return profile for the fund is 7-9% PA in US Dollar terms.

The Fund utilises some degree of leverage, but has high diversification, hence, individual security risk is low.

The Fund receives monthly and quarterly dividend and Interest from the securities held by it, which can be withdrawn by investors based on their needs.

Details of the FIGS are:

Minimum Investment: US $500,000

Lock-ins: No lock-in

Redemption: At any time, based on investors' discretion.

Fees: 0.9% PA, charged monthly, on NAV

Account Opening: The account opening process is easy, and we handhold you right through the process!

* Offered through overseas affiliates

The Unconventional Wisdom behind First Global's Investing Process

First Global is renowned across the world for being deeply data driven, in its investment approach. We are unemotional about investing. We don't get romantic about it. We view it for what it is: a vehicle to get rich, while minimising risk. So why does our investing model work across cycles and markets?

The most common investment myth that is peddled day in and day out, is that diversification is the enemy of high returns.

In reality concentrated portfolios are a recipe for disaster more often than not.

Any fund manager who professes to run deeply concentrated portfolios is going to be a fund manager who will do well for sometime and then flame out when even one or two stocks in the portfolio run into bad weather.

At First Global, our research and learnings have been exactly to the contrary.

As a result of our strategy of diversification, we have found that you can generate tons of alpha without adding proportionately to risk.

Across market cycles.

Portfolio Management Services of First Global

Another common myth that is heard all the time is that to make high returns, you have to take high risk.

Nothing could be further from the truth.

Our research and findings are again to the contrary.

First Global has simplified the confusing world of investing, into an elegant, simplified, yet deeply researched, Investment Model.

The Model is called Return and Risk Optimization (RARO) Model of Investing.

What is the RARO Model?

It has taken us decades to figure this out. And frankly, it's a tad complicated.

But let us simplify it for you.

Taking off from Nobel-winner Markowitz's Modern Portfolio Theory (MPT), First Global has innovated on this.

And discovered that a newer, far more efficient frontier exists in investing, wherein you can actually maximize return while minimizing risk.

Don't ask us how. Because that's our secret sauce. Tons of data have been mined, hundreds of patterns have been detected. Conclusions have been built.

Suffice it to say that this is what the RARO Model is: finding the best investment ideas, in India and across the world, that give virtually" free" alpha, ie , high return but without adding to units of risk.

Again, most fund managers approach the business of investing as they would approach a romantic affair: you fall in love with your stocks. You overlook even the most obvious danger signs. And you hang on to the bitter end.

Not us.

We are neutral. Unbiased. Unemotional.

If we see a problem in a portfolio stock, or in a sector, or in a country, we will be out.

There will be no rationalizing.

This makes our approach robust. It makes our approach less risky.

All of it makes for sustained investment performance.

OUR INVESTMENT APPROACH

We manage money using the RARO Model

First Global's Investment Management Products span the world. Including India.

And three decades of investing experience have given us one - yes, one-central learning : That top down, Asset Allocation-Country Allocation- Sector Allocation, determines 90% of your returns.

Bottom up stock picking adds just 10% value!

And all the noise you hear is only about "great stock picks".

We have morphed this learning into the Risk and Return Optimisation ( RARO) Model of Investing, which we have explained above.

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