Goshawk Global Balanced UCITS ETF - Accumulating

Issuer: HANetf

Asset Class: Equity

TER: 69bps

Trading Currency: USD

Pays Income: False

Listing Date: 13 Oct 2020

Ticker: ROE

ISIN: IE00BL643144

This actively managed, multi-asset fund offers a balanced solution for investors navigating global markets. Its core principle is to provide exposure primarily to global equities while dynamically shifting allocations to fixed income and cash to manage risk. This strategy aims to capture growth during market upswings while offering a degree of protection during periods of volatility and downturns. By utilizing a transparent, rules-based system, the investment process is designed to be systematic and remove emotional decision-making, providing a disciplined approach to portfolio management.

The portfolio is constructed using a diversified basket of underlying global equity and bond exchange-traded funds. A key feature is its systematic risk-control overlay. This proprietary model continuously monitors market volatility. When volatility rises, indicating increased market stress, the fund automatically reduces its exposure to equities and increases its allocation to lower-risk assets like government bonds and cash. Conversely, in calmer market environments with lower volatility, the fund increases its equity allocation to enhance its participation in potential market gains. This dynamic asset allocation is the core of its risk management strategy.

The product can serve as a core holding for investors seeking a single, diversified, and risk-managed solution. Its objective is to deliver attractive long-term, risk-adjusted returns, making it suitable for those who want to maintain equity exposure but are concerned about significant drawdowns. By systematically adjusting its asset mix based on prevailing market conditions, the fund seeks to navigate different market cycles more smoothly than a traditional, static balanced portfolio, potentially leading to a more stable investment journey over time.