Sherpa’s protected equity fund, the Sherpa Diversified Returns Fund (SDRF) is designed to provide a protected equity profile with low volatility and a focus on capital preservation. The Fund’s main objectives are:
- To preserve capital in declining markets.
- To generate yield in flat markets.
- To provide significant participation in rising markets.
Since its launch, SDRF has consistently outperformed its benchmark (S&P 500) during a period of extreme market turmoil.
The Sherpa Market Neutral Income Fund (SMNIF) uses proprietary investment strategies and a dynamic portfolio management process to generate superior risk-adjusted returns in all market conditions. The Fund’s main objectives are:
- To preserve capital.
- To generate a consistent yield and capital gains in varying market conditions.
The Fund provides consistent returns (targets 5-8% annually) with annual volatility in the 3-6% range.