Zenith Market Neutral Strategy
Stability and growth through a market neutral strategy
Key features
The Zenith Market Neutral Strategy (“Zenith”) is an investment portfolio with a market neutral mandate.
Zenith invests in a list of investment strategies that have low to zero correlation with the global market cycles, aiming to deliver monthly returns between 75bps and 100bps to its investors.
In order to achieve its investment objectives, Zenith invests in a variety of market neutral strategies such as arbitrage, cash and carry trades and short-term asset backed liquid financing instruments.
In 2021, Zenith successfully met its investment goals. However, in 2022, Zenith delivered returns below its investment objectives due to heightened counterparty risks that were mitigated by moving heavily into cash allocation.
Designed for investors who
Aim for above-market income yield
Wish to diversify their portfolio beyond traditional fixed income investments
Require monthly liquidity
