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Diversified Structured Products Fund (ARQ)
Diversified portfolio of structured products
Target return above high-yield papers alongside investment-grade credit quality
Monthly liquidity
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Strategy
Creates portfolio of low-risk structured products that is diversified by term and instrument
Assets
Structured products with exposure to DM equity markets
Better than
Bond portfolios, individual structured products
Who it’s for
Investors who want to earn income no lower than that from medium- and low-quality bond portfolios, but with significantly less risk
Target net return
5.5-6.5%
Risk profile
Credit risk in line with that of investment-grade bonds; volatility averages 0.5 of the S&P 500
Historical Profitability
Value of $100 invested in ARQ from launch of strategy
From inception on November 15, 2022, and until July 1, 2023, the Fund was in a trial period and used to test different strategies. The strategy being realized today launched (with the first client money invested) on July 3, 2023.
Pros
Low risk of losses thanks to intentional selection of instruments and diversification
Reliable infrastructure
Transparent results
High liquidity of portfolio
Cons
Long horizon for returns
Artem Karlov, Co-Chief Investment Officer, Strategy Advisor
Artem Karlov, Co-Chief Investment Officer, Strategy Advisor
- More than 26 years of experience in the securities market in trading and asset management, including more than 16 years in derivatives and structured products trading
- Worked at Troika Dialog (renamed Sberbank CIB after 2012), VTB Capital Investment Management and Aton
- Graduated from the Faculty of Mechanics and Mathematics at Moscow State University
Minimum initial investment:
$100,000
Banks:
Northern Trust, Blue Horizon
Investment horizon:
Three years and longer
Brokers:
CBH, Blue Horizon
Auditor:
Baker Tilly
Administrator:
Apex Fund Services
Still have questions?
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