Higher Ground Core Wealth Fund
Capital preservation, limited volatility, and long-term capital appreciation from investments in transition economies.
0
%
MTD
0
%
YTD
0
%
Since Inception, 4 May 2009
As at 31 August 2023
Gains are net of all fees.
All currency classes are hedged to produce the same percentage gains as the US dollars class (shown), with the only divergence resulting from differences in interest rates.
Gains from the non-USD classes, therefore, closely track the above.
Higher Ground Antillean Fund
To access investments, which will benefit from long-term Cuban economic growth. We will initially invest in short-term trade payables of Cuban state-owned companies and banks.
0
%
MTD
0
%
YTD
0
%
Since Inception, 1 January 2017
As at 31 August 2023
Gains are net of all fees.
All currency classes are hedged to produce the same percentage gains as the US dollar class (shown), with the only divergence resulting from difference in interest rates.
Gains from the Non-USD classes, therefore, closely track the above.
Higher Ground Ukraine Fund
The Sub-fund will invest in opportunities arising from the post-war rebuilding of the Ukrainian economy and will participate in the
changes required towards the eventual goal of EU accession by Ukraine.
0
%
MTD
0
%
YTD
0
%
Inception, 6 June 2023
As at 31 August 2023
Gains are net of all fees.
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