The investment objective of the Enhanced Pension Plus- Class P Shares is to achieve attractive risk-adjusted returns and capital preservation by targeting lower asset correlations and volatility when compared to traditional equity benchmarks across a full investment and business cycle. The product is designed to offer approved investors portfolio diversification and transparent access to most key market sectors with a collection of strategies designed to profit in most market environments.
With pension like asset diversification both income and capital appreciation are achieved in a diversified portfolio of securities and investment styles. The program features a multi strategy approach utilizing a variety of defined standard and alternative investment strategies managed by Fieldhouse portfolio managers or selected third party sub-advisors and their corresponding investment products or solutions.
The Portfolio Manager employs an institutional pension style management philosophy with multiple asset allocations and styles. The fund seeks to allocate to sub-advisors with an emphasis on; fundamental and quantitative, top-down and bottom up, opportunistic and arbitrage trading, along with both growth and value analysis. The Portfolio Manager will aim to approach asset allocation and management in a similar manner as successful Canadian public pension funds and international endowment funds.
A key component of the Fund’s strategy is to provide investors with tactical risk managed allocations with a finely curated team of third-party portfolio managers all with a focus on capital preservation, income generation and risk adjusted capital appreciation
The fund’s portfolio will have various targeted weightings subject to market conditions in following sectors or strategies;
1) fixed income and cash,
2) alternative debt strategies,
4) global hedge strategies and,
5) private equity with the ability to at the discretion of the Portfolio Manager be 100% cash or fixed income.