Heritage Ltd

Eurostoxx 50 / Dax / Bund Options

Minimum Investment
Management Fee 0.00%
Performance Fee 40.00%


The strategy wants to deliver capital appreciation, over time, irrespective of market conditions, built around a portfolio weighted across a number of unrelated global themes, or trends, and those businesses that are best placed to capitalize on them wherever in the world they may be. No reference to country and sectoral boundaries by treating global markets as a single market place, allowing dynamic asset allocation during different market conditions. This is coupled with continuous and considered view of risk management.