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Quattro Vault 08 is the first of a series in Quattro Vault, an innovative capital protected investment scheme. This multi-strategy Project will provide retail investors with greater exposure to global equity and currency strategies managed by a global bank. It is newly launched by Quattro Asset Management, a specialist alternative investment manager with an equity asset class focus.
Vault 08 is an unprecedented investment scheme which will provide exclusive access to five propriety global investment strategies of UBS AG Group, the world renowned investment bank.
Key features
- A multi-strategy investment approach is taken with daily pricing
- The investment term will last approximately 5 years
- Investors may borrow up to 100% of the investment amount
- The five strategies of UBS AG Group combine to form the LTA Series, the “Liquid Transparent Alpha” Series. It aims to provide risk-adjusted returns with low volatility and transparency in pricing.
Key benefits
- Dynamic management by UBS AG Group
- 100% capital protection
- Risk minimisation: the five selected strategies have a history of low interdependence on each other, so performance of one strategy is unlikely to have adverse effects on another.
Minimum investments
Without a loan: $10,000 (for 10,000 units)
With a loan: $50,000 (for 50,000 units)
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the additional 2.75% entry fee on investments in Vault 08 that would normally be debited from the investor's bank account. 2020 DIRECINVEST may receive a trailing commission of up to 0.45%. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.
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 Zenith Report | | Adviser Edge Report | | Aegis Research Report |
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