Both the Athena Global Cautious and Opportunities Fund are Malta-domiciled UCITS V and will focus on blending asset classes together to enhance returns and reduce risk, such that the ‘whole is greater than the sum of the parts’. Although there are many subsets within asset classes, essentially we focus on these eight: equities, bonds, cash, property, commodities, currencies, alternatives and private equity.
The Athena Funds are only available to investors through their Independent Financial Adviser (IFA). and is available in Sterling, US Dollar & Euro currency classes.Investors in the funds should be willing to commit for at least five years to their investment and accept that the managers will take some risks in the pursuit of potentially higher returns than a cash investment can provide. The funds will diversify investors’ monies geographically and across a range of assets. You should be aware that the value of your investment and the income from it can fall as well as rise and is not guaranteed and you may get back less than you invested.
The Athena Global Cautious Fund is suitable for investors with a time horizon of over 5 years and who are willing to accept a higher level of investment risk to achieve the potential for equity profile returns. Consequently, the investor is willing to accept fluctuations in their capital value over the short and medium term.
The Athena Global Opportunities Fund is suitable for an investor with a medium to high attitude to risk, who would probably prefer their investment to fluctuate more and make potentially higher returns. However, the investor will probably be prepared to accept some falls in order to make higher returns than those made from only investing in low-risk investments. The investor will accept that they could make a loss on the amount they invest, particularly in the short term.