| Primus All Weather Plus Investment Fund has moderate/medium risk profile, seeking higher yields than a risk-free yield and accepting losses in order to achieve higher profit, while at the same time avoiding transactions that may result in a significant loss. |
| Investment concept of Primus Plus All Weather Plus Fund: |
| Position leverage above total net asset value is not allowed. |
| Benchmark Index: |
| Equally weighted annual performance of $GC (Gold futures continuous contract), $ZN (10y US Treasury Note futures continuous contract), $ES (E-mini SP500 Index futures continuous contract) and $DBC ETF (Power Shares DB Commodity Index Tracking Fund). |
| Currency denomination: |
| USD, EUR |
| Maximum portfolio exposure: |
| Leverage not allowed – Total market value of all assets held by the fund cannot exceed 100 % of the total net asset value. |
| Maximum risk (stop loss value) on one single position: |
| Direct position stop loss is not used. |
| Maximum position limit: |
| None of the fund’s instruments market value may exceed 90 % of the total net asset value of the funds. |
| Applicable investment instruments: |
| – Gold, in forms of: XAUUSD spot, $GC (Gold futures contracts), $GLD ETF (SPDR Gold Shares investment fund) units, or any derivatives of these instruments. – S&P 500 equity index, in forms of: $ES (E-mini S&P 500 index futures contracts), $SPY ETF (SPDR S&P 500 ETF Trust) or any derivatives of these instruments. – US 10 Year Treasury Note futures contracts and/or $BND ETF (Vanguard Total Bond Market ETF) or any derivatives of these instruments. – $DBC ETF (Power Shares DB Commodity Index Tracking Fund). – Money market instruments (loan and deposit deals). – US Government Bills, Notes and Bonds. |
Primus Wealth
