1 / 21

The Mosaic Global Fund

The Mosaic Global Fund. Website: www.cardeainternational.com Phone Number: +352 202 033 27 Email: info@cardeainternational.com. Cardea International S.A. 75, Parc d’activités, L-8303, Capellen, Luxembourg. Cardea International . Investment management company founded in 2010

kalkin
Télécharger la présentation

The Mosaic Global Fund

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. The Mosaic Global Fund Website: www.cardeainternational.com Phone Number: +352 202 033 27Email: info@cardeainternational.com Cardea International S.A.75, Parc d’activités, L-8303, Capellen, Luxembourg

  2. Cardea International Investment management company founded in 2010 Headquartered in Luxembourg, in the heart of Europe EU licensed & regulated by the Luxembourg CSSF Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  3. The Mosaic Global Fund Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  4. The Mosaic Global Fund • Trend-FollowingMulti-Asset Fund • Invests in Truly Global Assets using ETFs • Year-to-date Performance: +4.10% • July Performance: +5.93% Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  5. Why is Multi-Asset Investing Powerful? Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  6. How do we invest? • We track 120 markets and asset classes - Stocks, Bonds, Currencies, Commodities, REITS,... • We only invest in rising markets – Using our Trend Filter • We utilize Momentum Investing to always capture the strongest assets globally Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  7. How do we invest? Cardea International Tracks 120 Markets & Asset ClassesExample Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  8. Benefits of Trend Filtering • Proven and unemotional early exit strategy that reduces volatility andlimits potential losses • Can allocate the Fund’s capital to 100% cash if no positive trends available • Reveals potential investment starting a new uptrend • Shift away from standard “buy & hold” & “balanced portfolio” thinking Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  9. Trend Filtering Our trend filter keeps us out of markets with major dislocations US Stocks Dow Jones 2008 Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  10. Trend Filtering When the trend starts again, we can buy Dow Jones Recovery 2010 & 2011 Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  11. Benefits of Momentum Investing • Always invested in the strongest assets • Captures shifts in investorsentiment fast • Creates outperformancesince the strongest assets outperform the weakest by several percentage points yearly Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  12. Momentum is Key to Investing? Shift in Investor Sentimetoverthe last 4 weeksuntil End Aug 2013 – awayfromUS Stocks into International Stocks andCommodities Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  13. More proofofthe power ofmomentum The 20% strongest stocks beat the bottom 20% with 10.8% return per year Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  14. Recent Pick S&P 500 Index Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  15. Recent Pass Gold During 2013 Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  16. Performance Mosaic Global Fund – Historical Monthly Performance • The graphic shows actual data from January 2011, when the fund started, until present. The historical data are modeled (unaudited) based on the current Mosaic Global Fund management strategy. Past performance is not a predictor of future returns. Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  17. Current Allocation – August 2013 Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  18. Summary • Cardea International is a European licensed and regulated investment management company with global reach • The Mosaic Global Fund’s unique management style blends trend following, momentum and multi-asset class investing! • Year-to-date Performance: +4.10% • July Performance: +5.93% Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  19. How to Invest Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  20. Contact Us Please contact us! Cardea International S.A. 75, Parc d’activités L-8308, Capellen, Luxembourg Luxembourg Tel: +352 202 033 27 Email:enquiry@cardeainternational.com or info@cardeainternational.com Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

  21. Mosaic Global Fund Disclaimer This document is intended for well informed investors and financial advisers. It is for informational purposes only. It is not an offer to sell or a solicitation to buy any financial product. This document is not directed at or intended for use by the general public. Principle loss is possible. Past results are not necessarily an accurate predictor of future results. This document does not substitute for exercise of independent judgment. Cardea International Management S.A is authorized and regulated by the CSSF in Luxembourg to manage the Cardea International Fund S.C.A SICAV-SIF. The mosaic Global Fund is a sub-fund complying with the outlined investment objective and policy of the fund. These directions are to be found in the fund’s prospectus which at all times can be required from the investment manager’s main office. Website: www.cardeainternational.com Phone: +352 202 033 27Email: info@cardeainternational.com

More Related