Baroque Moderato Fund of Funds

Investment Objectives

The Baroque BCI Moderato Fund of Funds is a managed fund of funds. The primary investment objective of the portfolio is to provide the investor with moderate levels of income and long term capital growth, and will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth normally associated with the investment structure of a retirement fund with a moderate risk profile. It will invest in a broad range of participatory interests and other forms of participation in collective investment schemes or similar schemes. This fund complies with Regulation 28.

Investment Philosophy

At Baroque, we believe, that although each person is different and unique, when it comes to investing, most people want the same… “High returns with low risk”

Although our goal would be, generating returns while mitigating risk, many factors need to be considered for each investor. It is therefore our duty to determine each investors’ risk tolerance, financial situation and goals. By doing so, we can offer the client the best investment solutions to address their needs.