Royal Crest Diversified Opportunities Fund

A genuine portfolio diversifier: a flexible global mandate that hunts for attractive risk-adjusted returns with low correlation to equities and bonds — in liquid, transparent form.

Low

Target correlation to equities and bonds

Complementary return drivers

Global

Multi-asset opportunity set

Daily

Fund dealing and pricing

How the fund works

Most portfolios rise and fall with the same two engines: equities and bonds. This fund is built to behave differently, combining four complementary return drivers so that no single market direction dictates the outcome.

The team pairs top-down macro analysis with quantitative screening across: thematic positions in global asset classes, factor-driven equity baskets, alternative and traditional fixed income, and tactical overlays that hedge unwanted risks.

Everything the fund owns is liquid and transparently priced — diversification without the lock-ups, gates or opacity of traditional alternative vehicles.

Truly different returns

Low correlation to equities and bonds improves the risk-adjusted profile of the wider portfolio it sits in.

Four engines, one fund

Thematic, factor, fixed income and tactical sleeves each earn their place and offset one another.

Liquid and transparent

Daily dealing and fully priced holdings — alternatives without the usual compromises.

Key risks

Capital is at risk; diversification reduces but does not remove the possibility of losses.
The fund uses derivatives for investment and hedging, which introduces leverage and counterparty risk.
Low correlation is an objective measured over time; over short periods the fund can still fall alongside other assets.

Charges

Entry charge: None
Ongoing charges (OCF): 0.90%
Exit charge: None
Performance fee: None

Full details are set out in the brochure, terms & conditions and key information documents, available from the team on request.

Frequently asked questions

What role does this fund play in a portfolio?

A diversifier: an allocation designed to hold its ground, or profit, when traditional equity and bond holdings struggle — improving the whole portfolio's risk-adjusted return.

How do you keep volatility low?

By spreading risk across four independent return drivers, sizing positions to a volatility budget, and hedging concentrated exposures with tactical overlays.

Is my money locked up?

No. The fund deals daily and holds only liquid instruments — a deliberate contrast with hedge funds and private alternatives.

Who manages the fund?

Our liquid alternatives team, blending macro, quantitative and derivatives expertise built over decades at banks and asset managers.