AFFLUATE ABSOLUTE ADVANTAGE
INVESTMENT SERVICES DISCLAIMER
AFFLUATE ELEVATION FUND
HyperAggressive™
By Invitation-Only
Active Operation: Alpha Harvest
MAXIMUM GROWTH FUND
Our flagship Fund, the HyperAggressive™ δynamic™ Affluate Elevation Fund is unmatched in performance over all periods—short, medium, and long-term. This long-short Fund is ideal for exceptionally risk-tolerant investors who demand peerless capital growth in the shortest time possible, without neglecting the longer term. The Elevation Fund is permitted to invest in any financial asset and was created for the venturesome investor with astronomical wealth desires. Elevation has absolute financial flexibility. This Fund offers no diversification or exposure restrictions and may utilise any strategy to realise its performance objectives.
Required Risk Tolerance: ■ ■ ■ ■ ■
Capital Appreciation: ★ ★ ★ ★ ★
Capital Preservation: ● ○ ○ ○ ○
VIEW ELEVATION FUND PERFORMANCE
AFFLUATE ENTRÉE FUND
SuperAggressive™
By Invitation-Only
Active Operation: Iron Silk
HIGH GROWTH FUND
Our SuperAggressive™ Affluate Entrée Fund is a traditional, yet fundamentally disparate global equity fund. Entrée is ideal for investors looking to build significant wealth over the medium to long term with exposure to equity markets in any geography. This long-short Fund will primarily have exposure to listed equities in North American markets, but may invest in any market. This Fund is mandated to hold between 75.00% and 90.00% in listed equity at all times. The Entrée Fund will hold shares in no more than 15 globally listed companies at any given time.
Required Risk Tolerance: ■ ■ ■ ■ ■
Capital Appreciation: ★ ★ ★ ★ ★
Capital Preservation: ● ● ● ○ ○
VIEW ENTRÉE FUND PERFORMANCE
AFFLUATE EQUIPOISE FUND
Balanced
By Invitation-Only
Active Operation: Titanium Shield
STABLE GROWTH FUND
Our serene and risk-averse Affluate Equipoise Fund is tailored for investors who require the best possible long-term capital appreciation coupled with relatively low levels of risk. This long-only Fund will habitually realise defensive, but slightly higher than average returns over the short to medium-term. The maximum equity holding permitted on this Fund is 40.00%. Equipoise achieves equity performance with money market volatility—a near-perfect balance of risk and return.
Required Risk Tolerance: ■ ■ □ □ □
Capital Appreciation: ★ ★ ★ ☆ ☆
Capital Preservation: ● ● ● ● ●
VIEW EQUIPOISE FUND PERFORMANCE
Investment Disclaimer: Our investment products and services are exclusive and strictly by invitation-only. The value of your investment may go down as well as up, and is therefore not guaranteed. Past performance is not necessarily an indication of future performance. Fluctuations or movements in exchange rates may cause the value of underlying investments to go up or down. Annual returns are calculated from the first day of the calendar year to the last day of the calendar year. Affluate Fund Managers does not provide financial advice.