FX & Rates Overlay
Managed Account
Investment Objective
Investment Strategy
Investment Group
Client Services 778-330-3000
Key Facts
Risk Profiles
Tailor Made
General Information
Manager
Nick Laxton
Share Class
Managed Account
FundSERV Code
Inception
Jan 1, 2012
Pricing Schedule
Monthly
Currency
CAD, USD, EUR
Hurdle Rate
No
High Watermark
Yes
Incentive Fee
20% Annually
Management Fee
2% Annually
Minimum Investment
$500,000 Notional
Latest Performance
Please Call
Themes
G10 Currencies and Developed Interest Rate Markets
Proprietary Risk Management Framework that monitors and controls exposures to adjust through changes in market volatility
Maximised Diversification Benefit using uncorrelated strategies (by design) discovered using a highly rigorous data driven research process
Ability to run unfunded programs
About the Manager
Nick is CEO of Fieldhouse and a portfolio manager with over 22 years of investment management experience in both Europe and North America. Nick has held a variety of senior management roles for some of the world’s largest asset managers, investment banks and hedge funds. He has successfully managed institutional and high net worth client accounts with a focus on a systematic approach to investment in global futures markets.
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.
