Cardea International's Mosaic Global Fund is a multi-asset fund aimed at investors that would like to grow their capital at a reasonable pace with a strong focus on capital protection. Capital protection is crucial to any investor yet is often ignored in pursuit of high volatile returns.
Did you know that if your portfolio loses 35% of its value, you will need an increase of almost 54% to get back to where you started? This reflects the fact that your compounded returns will be much lower over time if you incur large losses to your portfolio.
With this in mind, the Mosaic Global Fund is set up to minimize drawdowns or losses through blending investments that will perform well in different markets and different economic cycles.
We believe that a portfolio containing of around 20-50 holdings in underlying investments will give us the necessary diversification we need. Each of these holdings might in their turn have hundreds to thousands of positions at each time which gives us an absolutely fantastic opportunity to participate in the creation of wealth across hundreds of different markets globally.
When the underlying portfolio is constructed, we look at the different characteristics of each underlying investment from a perspective of how they are correlated with each other, how they perform in different types of market conditions and their volatility. The Mosaic Global Fund is then regularly rebalanced to keep our overall allocation targets.
Cardea's in-house asset allocation model is built around the flexibility to re-allocate investments within the fund depending on market conditions and performance around the world.
Cardea Asset Allocation - Current Overview
June 2013, (242 KB)
May 2013, (358 KB)
Mosaic Global Fund - Performance
May 2013, (344 KB)
Mosaic Global Fund - NAV Sheet
May 2013, (285 KB)
Please contact us on the following address:
Cardea International S.A.
75, Parc d' Activites
Grand-Duchy of Luxembourg
Luxembourg Tel: +352 202 033 27
International S.A is authorized and regulated by the Commission de Surveillance du Secteur Financier (“CSSF”). The Cardea International Fund and its sub-fund, the Mosaic Global Fund (“the Fund”), are authorized by the CSSF as a specialized investment fund (SIF) according to the Luxembourg law of 13th February 2007.
Terms and conditions, including risk factors, relating to the Funds are set out in the prospectuses to those Funds. You should always read and understand these terms and conditions before making an investment. In addition, you should always consult a professional financial advisor before making investment decisions.
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These webpages contain information on the Cardea International Fund and its sub-fund, the Mosaic Global Fund (“the Fund”), which is a collective investment scheme regulated by the Commission de Surveillance du Secteur Financier (CSSF) in Luxembourg. In accepting the Legal Notice, you are certifying that you are authorized, by status or experience, to invest in or provide financial advice relating to collective investment schemes or that you qualify as a well-informed investor per the requirements of the Luxembourg regulatory authority CSSF. You are also agreeing to comply with and be bound by the Legal Notice and the Terms and Conditions of the website. Note that these Terms and Conditions may be subject to changes from time-to-time.