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Valu-Trac launches World Wide Strategy Fund

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Valu-Trac Investment Management Limited has launched a new Irish-listed global equities fund with an ‘alternatives’ twist.


Valu-Trac Investment Management Limited has launched a new Irish-listed global equities fund with an ‘alternatives’ twist.

Key features of the Valu-Trac World Wide Strategy Fund:

  • Long only global equity market allocation fund
  • Investment objectives of long term capital growth and capital preservation
  • Dynamic allocation into Government bonds and/or ‘alternatives’ when these are more attractive
  • ‘Alternatives’ means gold-backed securities and/or gold & precious metal stocks
  • Active currency hedging for each share class
  • Available in US Dollar, Sterling, Euro and Yen share classes
  • UCITS III Open Ended Investment Company
  • Listed on Irish Stock Exchange.

Valu-Trac Investment Management Limited manages investments using a systematic, disciplined and globally consistent process based on its proprietary measurement of Intrinsic Value. Assets under management or direct advice total approximately USD 604 million (as at end August 2006).

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