The fund is ideal for investors who would like to profit from a global diversified market exposure without large price swings. Formiga Wealth has developed a software platform which optimizes the performance with a conservative volatility level.
The outcome of this multi-year development is a well-balanced combination of uncorrelated assets, such as equities, bonds, commodities as well as some exposure into quantitative methodologies.
As assets and their correlation are moving, Formiga Wealth is adapting the weights of the portfolio constituents to the new information through a regular rebalancing.
The fund has no specific benchmark and targets a yearly return of 8% after costs coupled with an annualized volatility of less than 10%.