Investment Objective & Policies
Expected annual Return: 7 % to 12 %
At CDMA, the investment objective is to generate an absolute return. We trade and invest primarily, but not exclusively, in the most liquid global currencies and commodities such as gold and silver, as well as in any standardised or OTC (over the counter) contracts relating to such currencies and commodities.
In order to achieve absolute return, we favour stable compounded growth rather than erratic out-performance. Your CDMA investment manager has your chosen capital preservation percentage as a primary objective, and applies a rigorous risk management program in order to achieve that goal. Dynamic allocation represents 10% to 20% with limited leverage (1 to 2X).
The investment strategy involves selecting currencies which your CDMA expert believes can benefit from movements in the global currency markets. The investment objective is to gradually generate capital gains with a view to providing investors with an average annual return ranging between 7% and 12%.
Taking into account our specific investment strategies, when you open a CDMA managed account, you can expect a low correlation between your return and performances of bonds and stocks indices.