Lotusdew ETF Multi Asset Allocation

This strategy takes active sector calls within equity and assets calls within cash, equity and commodity. There will be 3-5 ETFs that will be used to express a global macro view on asset class attractiveness like a global macro hedge fund.

This is a three way strategy consisting of Asset Allocation, ETF selection and cash calls built into one basket. Take advantage of global macro trends by selectively investing between cash, stocks, sectors ETFs, commodities. The aim of this strategy is to provide absolute return independent of the direction of the market over a complete business cycle like a hedge fund.

The fund uses following signals to determine the exposures

• Asset Allocation: We active look at institutional investor bets by using FPI holdings, VIX, Oil Prices, Rate Curve etc to identify the top down global macro risk and decide on discretionary exposure into various asset classes.
• ETF Selection: We aim to find efficient and low cost ETFs to express our views on asset classes. With the subscription you also get our rationale and selection of ETFs that we think provide best cost versus exposure benefit along with liquidity profile
• Cash Calls: This strategy will actively shift investments into cash and can rebalance mid month.