Artio™ Global Balanced (Cayman) Fund Ltd.

  • Overview

Share Class Ticker Symbol ISIN Inception Date Category Investment Minimum (US$) Benchmark
I BAERGBI KY KYG07010146 Sept. 1, 2006 Global
Balanced		 $1 million 55% MSCI World Index & 45% Barclays Capital US Aggregate Bond Index
A BAERGBA KY KYG050211112 Jan. 2, 2009 Global
Balanced 		$1 million 55% MSCI World Index & 45% Barclays Capital US Aggregate Bond Index

 

Fact Sheet: Performance (fund and benchmark), Asset Allocation, Geographic Allocation, Fund Allocation

Commentary

Offering Memorandum: (includes the risks associated with investing in the Fund)

Annual Report

Investment Objective

The Artio Global Balanced (Cayman) Fund Ltd. ("Global Balanced" or "Fund") seeks to maximize risk-adjusted long-term returns by providing long-term growth of capital and income. The Fund invests all of its assets directly in securities and/or funds that represent strategies in a wide variety of asset classes and securities from markets around the world.

Who Should Invest

The Global Balanced Fund may be a good choice for investors seeking a vehicle that combines a core diversified equity portfolio and a macro-fixed income strategy across both developed and emerging markets. The Fund will rebalance among direct securities and/or private funds opportunistically when the investment outlook has changed, when cash flows occur, or when a significant change in market valuation levels occurs.

Investment Manager

The Fund has retained Artio Global Management LLC as investment manager (the "Investment Manager"). The Investment Manager begins the investment process with global fundamental analysis to establish the relative values and priorities. The Investment Manager's process focuses on independent thinking, prioritization of relevant information and applying different strategies to different regions. The Fund may use derivatives, for hedging purposes, to remain fully invested or to increase total return.