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A monthly rebalanced commodities trading fund

The CFP Funds SAV Fund (Strategy & Volatility) is a blend of two different multi-manager commodity trading funds, one with relatively high volatility (IQS fund) and one with lower volatility (CFL).  By rebalancing the 25%/75% blend each month, the objective of the SAV Fund is to obtain optimised growth in respect of lower volatility compared with investing directly in IQS.

Trend-following commodities trading funds aren’t exactly for the faint-hearted, but might have a place in the portfolio of an investor with a medium- to long-term view, looking for some exceptional growth in return for accepting a relatively high level of volatility.

IQS Fund – historical volatility (standard deviation) 65.88%

iqs_track_record

CFL Fund – historical volatility (standard deviation) 22.67%

cfl_track_record

SAV Fund – 25% IQS/75% CFL – historical volatility (standard deviation) 29.02%

sav_track_record

Click for: Factsheet, source. Morningstar performance (ISIN: KYG2592A1004)

via SAV Funds.

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