Inception Date

July 2017

July 2017

Objective

Long-term capital appreciation through compound growth

Structure

UCITS-compliant ICAV

Universe

Global futures, forwards, equities & other transferable securities

Domicile

Ireland

Dealing

Weekly (Wednesday)

Base Currency

USD

Fees*

0.96% ongoing charge (0.85% management fee) per annum; 18% performance fee for returns above high-water mark

Hedged Share Classes

EUR, GBP, CHF

Objective

Long-term capital appreciation through compound growth

Universe

Global futures, forwards, equities & other transferable securities

Dealing

Weekly (Wednesday)

Fees*

0.96% ongoing charge (0.85% management fee) per annum; 18% performance fee for returns above high-water mark

Structure

UCITS-compliant ICAV

Domicile

Ireland

Base Currency

USD

Hedged Share Classes

EUR, GBP, CHF

* Reflects ongoing fund charges for the US$ I Shares for the year ended December 2017. Please check the Key Investor Information Document for other share classes.

Key Features

Research-driven

Fullest expression of Winton’s proprietary research and investment management capabilities.

Dynamic

Trades an evolving portfolio of investment strategies, powered by technical and fundamental signals.

Diversified

Takes long and short positions in 100+ futures and forwards markets and 5,000+ equity/credit securities.

Who is the Winton Diversified Fund (UCITS) for?

Investors seeking capital appreciation over the long-term through a systematic investment strategy.

Investors seeking a strategy that has the potential to provide positive returns in a variety of market environments.

Investors seeking exposure to multiple asset classes and markets as part of a diversified portfolio.

Fund Documents

Contact Us