|
Momentum Performance Strategies (Pioneer Investments), founded in 1986, specializes in low volatility hedge fund-of-funds and has earned a stellar reputation in fund circles for their excellent product range. The group currently has three categories of fund risk, ranging from the low volatility AllWeather funds to mid-risk Orbit Range and the aggressive risk Meteor Trading Range of funds. Momentum is domiciled offshore in Bermuda. The group was purchased in May 2002 by Pioneer Investments, a division of Italy’s Unicredito.
Global Asset Management (GAM) has a stable of excellent alternative investment funds offering impressive long-term returns and low-to-negative correlations to traditional assets. GAM is owned by Union Bank of Switzerland (UBS). GAM offers a wide range of products, now numbering over 135 offshore funds with over $30 billion under management. In 1983, GAM pioneered the multi-fund strategy, pooling the assets of their investors in products that invest in shares of the world’s best performing managers. Today GAM not only provides excellent long-term returns, but has additionally lowered its risk profile by achieving low standard deviation with negative market correlations.
ED&F Man, one of England’s oldest investment houses dating back to 1783, has a successful investment unit called Man Investment Products. Domiciled in Pfaffikon, Switzerland, Man manages $40 billion in offshore fund assets. The group specializes in multi-manager hedge funds and managed futures and options funds. Man is also ranked as one of the premier investment houses in the managed futures sector since 1990.
- Global Asset Management (Ireland)
- Momentum Performance Strategies Limited (Bermuda)
- Man Investments (Switzerland)
|
|
ENR Diversified Trading Programs
June 30, 2010 (Net of all fees) |
| |
June
|
2010 |
1-Year |
| ENR Bullet Portfolio US$ |
-0.31% |
-1.60% |
-0.04% |
ENR Euro Bullet Portfolio (1)
|
-0.49% |
3.51% |
4.67% |
| ENR Best Ideas Portfolio |
0.66% |
-0.46% |
2.42% |
| Valor Life ENR Bullet US$ |
0.08% |
-2.13% |
-2.39% |
| Valor Life ENR Bullet EUR |
0.01% |
2.17% |
0.27% |
| Valor Life Precious Metals |
2.88% |
8.27% |
22.31% |
| |
| S&P 500 Index |
-5.39% |
-7.57% |
12.12% |
| MSCI World
Index |
-3.56% |
-10.88% |
8.01% |
| MSCI World Index (EUR) |
-3.39% |
4.39% |
23.69% |
| CSFB/Tremont Managed Futures Index |
0.42% |
0.26%
|
-1.19% |
(1) Performance expressed in Euro.
|
|