Saturnus Global Pools

Bespoke Investment Strategy

Investment Objective

The Saturnus Global Pool offers four risk profiles: Conservative, Balanced, Moderate & Growth. It is best suited to clients who are seeking consistent returns with low volatility and or, a core strategy to compliment their existing investment holdings. The central theme of this model is that by utilizing highly liquid and well diversified ETFs, it provides the perfect platform to set a cost efficient and powerful strategic asset allocation for long term investing. Short term themes are easily adapted into this model by adding Alpha increase octane or placing Hedges to avoid significant downside performance.

Investment Strategy

The Saturnus Global Pool is a globally diversified ETF pool that targets consistent risk adjusted returns with low volatility. The core portfolio strategy is a combination of disciplined active and passive management; with the addition of tactical allocation to alternative investments and geographic regions to produce alpha.

Investment Group

Client Services 778-330-3000

Key Facts

Risk Profiles

Conservative, Balanced, Moderate, Growth

General Information

Manager

Jean Chuang

Share Class

Saturnus Global Pools

FundSERV Code

Managed Account

Inception

Sept 2018

Pricing Schedule

Monthly

Currency

CAD

Hurdle Rate

No

High Watermark

Yes

Incentive Fee

0% Annually

Management Fee

1.5% Annually

Minimum Investment

$300,000 CAD

Latest Performance

Please Call

Themes

Global Macro

Tactical Geographic

Fundamental and Technical

Cost Efficient Core Strategy

About the Manager

Jean Chuang has more than 19 years of diverse experience in the financial industry consisting of:  Banking, Lending, Investment Management and Wealth Planning.   Having tenured key roles in Canada’s largest financial institutions, her wealth management strategies have successfully helped both personal and corporate clients to accumulate wealth and achieve their financial goals.

Important Information

The risk and return profile of this fund is not suitable for all investors. You should seek professional advice that the fund fits your investment objectives and risk tolerance. Historical returns are not an indication of future performance since fund performance can go down as well as up.

Do not use this page as the sole means to decide how to invest. There are many important factors to consider and you should seek professional advice that can assess your personal circumstances and risk appetite.

This page and website is NOT a solicitation for investment. 

Client Services 778-330-3000

About Fieldhouse

Fieldhouse offers clients a broad suite of products and strategies that are designed to deliver consistently high quality returns. 

With a choice of managed accounts, tax efficient pooled funds, hedge and overlay strategies, we have the right solutions to suit your investment objectives. 

Clients benefit from a diverse range of management styles, asset class focus and investment horizons and work with the portfolio manager to create a tailored solution that meets their investment objectives. 

This can be achieved either through a concentrated investment in a single fund, or as a diversified allocation across our actively managed programs. In addition, investment managers can refine allocations to include third party funds, to make both strategic and tactical decisions that assist in meeting the investment objectives. 

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