US$9.7B
Assets under management
60+
Approved hedge fund managers
30+
Years investing in hedge funds
Data as of 30/06/2025.
Serving a diverse client base
Long Standing Experience in Partnering With Clients
Data as of 06/30/2025.
Percentages are based on assets under management as well as advisory and non-discretionary relationships.
1. Excludes customized portfolios of Registered Funds.
2. Some of the assets in the registered funds managed by the FTIS Absolute Return team may belong to institutional investors.
Source: FTIS Absolute Return Portfolio Management Team. Allocations shown are as of the date indicated above and are subject to change at the investment manager's sole discretion. Please see Important Disclosures and Disclaimers at the end of this presentation, which provide detailed information regarding information presented herein and form an integral part hereof.
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Glossary
Hedge strategies:
(also referred to as alternative strategies) use both long and short positions in markets. Some of the most common strategies are long and short equity, global macro, relative value and credit. Hedge Strategies appeal to investors who are looking to diversify their investment, in an attempt to minimize market beta returns while seeking alpha and risk-adjusted returns.
Correlation:
is a statistical measure of the relationship between two sets of data. When asset prices move together, they are described as positively correlated; when they move opposite to each other, the correlation is described as negative or inverse. If price movements have no relationship to each other, they are described as uncorrelated.
Hedge:
is the reduction or elimination of investment risk through the purchase of a complementary financial instrument, such as an option or futures contract.
Diversification:
is a risk management strategy that mixes a wide variety of investments within a portfolio. A diversified portfolio contains a mix of distinct asset types and investment vehicles in an attempt at limiting exposure to any single asset or risk.
Long/Short:
takes both long and short positions buying securities seen as undervalued and selling short others seen as overvalued, in the hope of outperforming the market overall while hedging against possible declines.
Investment risks
Hedged Strategy investments can be complex and require a thorough understanding of the underlying instruments and strategies.
Important legal informationThis document is intended to be of general interest only. This document should not be construed as individual investment advice or offer or solicitation to buy, sell or hold any shares of fund or security. The information provided for any individual security mentioned is not a sufficient basis upon which to make an investment decision. Investment involves risks. Value of investments may go up as well as down and past performance is not an indicator or a guarantee of future performance. The investment returns are calculated on NAV to NAV basis, taking into account of reinvestments and capital gain or loss. The investment returns are denominated in stated currency, which may be a foreign currency other than USD and HKD (“other foreign currency”). US/HK dollar-based investors are therefore exposed to fluctuations in the US/HK dollar / other foreign currency exchange rate. Please refer to the offering documents for further details, including the risk factors.
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Any share class with “(Hedged)” in its name will attempt to hedge the currency risk between the base currency of the Fund and the currency of the share class, although there can be no guarantee that it will be successful in doing so. In some cases, investors may be subject to additional risks.
Please contact your financial advisor if you are in doubt of any information contained herein.
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In addition, a summary of investor rights is available from here. The summary is available in English and Chinese.
The fund(s)/ sub-fund(s) are notified for marketing in various regions under the AIFMD Directive. The fund(s)/ sub-fund(s) can terminate such notifications for any share class and/or sub-fund at any time by using the process contained in Article 32a of the AIFMD Directive.
For the avoidance of doubt, if you make a decision to invest, you will be buying units/shares in the fund(s)/ sub-fund(s) and will not be investing directly in the underlying assets of the fund(s)/ sub-fund(s).
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