Fusion Plus H8 GBP, USD & EUR - June 2021 - Create tomorrow. Start today.
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Fusion Plus H8
GBP, USD & EUR
June 2021
Create tomorrow.
Start today.
Platform | Investment | BankJune 2021
Fusion Plus
H8 | Sterling Key Data
Strategy Overview Currency:
In pursuit of attractive targeted returns, Fusion invests in a broad range of asset classes Sterling | US Dollars | Euro
designed to maximise its ability to deliver returns whilst minimising the associated risk. Minimum Initial Investment:
£75,000 | $150,000 | €150,000
The Fusion Strategies are constructed around a managed portfolio of collective investment
Annual Management Charge: 0.75%
schemes, delivering a unique combination of diversification, flexibility and efficiency
Investment Manager:
Fusion Plus H8 is for investors who are prepared to accept a higher level of risk in pursuit James Fitzpatrick
of higher returns. The strategy has significant exposure to equities and other higher risk Alena Vanek
investments, but retains some exposure to lower risk assets to improve diversification and Investment Time Horizon:
control volatility. 8 Years (Rolling)
Performance*
190
Fusion Plus H8 | Sterling
180
Fusion ARC Steady ARC Steady Growth PCI | Sterling
170
Plus H8 / Sterling Growth PCI | Sterling
160
1 mth 1.4% 1.9% 150
3 mths 4.3% 4.4% 140
6 mths 6.8% 5.6% 130
1 year 19.6% 15.4% 120
3 years 19.5% 18.8% 110
5 years 42.4% 42.6% 100
10 years 82.8% 81.7% 90
6
1
2
3
4
5
7
8
9
0
1
1
1
1
1
1
1
1
1
1
2
2
*Fusion Plus H8 Sterling performance is net of fees and is
6/
6/
6/
6/
6/
6/
6/
6/
6/
6/
6/
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
30
30
30
30
30
30
30
30
30
30
compared to the ARC Steady Growth PCI Sterling benchmark. 30
Asset Allocation Swing Factors
Fusion Plus H8 is actively managed using
80% a 50% swing factor around its strategic
targets. This allows us to respond to the
70%
investment climate, reducing risk during
60% periods of turbulence and increasing it
50% during periods of growth.
40% 0%
-30% 30%
30% Plus H8
20% -50% 50%
Alpha H5
10% Income H3+
0%
Equity Fixed Income Property Infrastructure Commodity Hedge Cash
Create tomorrow.
Start today.
2June 2021
Fusion Plus
H8 | US Dollar Key Data
Strategy Overview Currency:
In pursuit of attractive targeted returns, Fusion invests in a broad range of asset classes Sterling | US Dollars | Euro
designed to maximise its ability to deliver returns whilst minimising the associated risk. Minimum Initial Investment:
£75,000 | $150,000 | €150,000
The Fusion Strategies are constructed around a managed portfolio of collective investment
Annual Management Charge: 0.75%
schemes, delivering a unique combination of diversification, flexibility and efficiency
Investment Manager:
Fusion Plus H8 is for investors who are prepared to accept a higher level of risk in pursuit James Fitzpatrick
of higher returns. The strategy has significant exposure to equities and other higher risk Alena Vanek
investments, but retains some exposure to lower risk assets to improve diversification and Investment Time Horizon:
control volatility. 8 Years (Rolling)
Performance*
145
Fusion Plus H8 | US Dollar
140
Fusion ARC Steady ARC Steady Growth PCI | US Dollar
135
Plus H8 / USD Growth PCI | USD
130
1 mth 1.3% 0.7% 125
3 mths 6.0% 5.0% 120
6 mths 10.7% 7.2% 115
1 year 30.4% 24.7% 110
2 years 31.3% 27.6% 105
3 years 35.7% 33.4% 100
4 years 45.8% 41.1% 95
7
7
7
8
8
8
8
9
9
9
9
0
0
0
0
1
1
1
1
1
1
1
1
1
1
1
1
1
2
2
2
2
2
2
6/
9/
2/
3/
6/
9/
2/
3/
6/
9/
2/
3/
6/
9/
2/
3/
6/
*Fusion Plus H8 US Dollar performance is net of fees and is
/0
/0
/1
/0
/0
/0
/1
/0
/0
/0
/1
/0
/0
/0
/1
/0
/0
30
30
31
31
30
30
31
31
30
30
31
31
30
30
31
31
compared to the ARC Steady Growth PCI US Dollar benchmark. 30
Asset Allocation Swing Factors
Fusion Plus H8 is actively managed using
80% a 50% swing factor around its strategic
targets. This allows us to respond to the
70%
investment climate, reducing risk during
60% periods of turbulence and increasing it
50% during periods of growth.
40% 0%
-30% 30%
30% Plus H8
20% -50% 50%
Alpha H5
10% Income H3+
0%
Equity Fixed Income Property Infrastructure Commodity Hedge Cash
Create tomorrow.
Start today.
3June 2021
Fusion Plus
H8 | Euro Key Data
Strategy Overview Currency:
In pursuit of attractive targeted returns, Fusion invests in a broad range of asset classes Sterling | US Dollars | Euro
designed to maximise its ability to deliver returns whilst minimising the associated risk. Minimum Initial Investment:
£75,000 | $150,000 | €150,000
The Fusion Strategies are constructed around a managed portfolio of collective investment
Annual Management Charge: 0.75%
schemes, delivering a unique combination of diversification, flexibility and efficiency
Investment Manager:
Fusion Plus H8 is for investors who are prepared to accept a higher level of risk in pursuit James Fitzpatrick
of higher returns. The strategy has significant exposure to equities and other higher risk Alena Vanek
investments, but retains some exposure to lower risk assets to improve diversification and Investment Time Horizon:
control volatility. 8 Years (Rolling)
Performance* 130
Fusion Plus H8 | Euro
125
Fusion ARC Steady
ARC Steady Growth PCI | Euro
Plus H8 / Euro Growth PCI | Euro 120
115
1 mth 2.1% 2.2%
110
3 mths 5.2% 3.9%
105
6 mths 11.6% 9.0%
100
1 year 23.0% 20.4%
2 years - - 95
3 years - - 90
4 years - - 85
/0 9
/0 9
/0 9
/0 9
/0 9
/1 9
/1 9
/1 9
/0 9
/0 0
/0 0
/0 0
/0 0
/0 0
/0 0
/0 0
/0 0
/1 0
/1 0
/1 0
/0 0
/0 1
/0 1
/0 1
/0 1
/0 1
21
31 4/1
30 5/1
31 6/1
31 7/1
30 8/1
31 9/1
30 0/1
31 1/1
31 2/1
29 1/2
31 2/2
30 3/2
31 4/2
30 5/2
31 6/2
31 7/2
30 8/2
31 9/2
30 0/2
31 1/2
31 2/2
28 1/2
31 2/2
30 3/2
31 4/2
30 5/2
*Fusion Plus H8 Euro performance is net of fees and is
6/
/0
30
compared to the ARC Steady Growth PCI Euro benchmark.
Asset Allocation Swing Factors
Fusion Plus H8 is actively managed using
80% a 50% swing factor around its strategic
targets. This allows us to respond to the
70%
investment climate, reducing risk during
60% periods of turbulence and increasing it
50% during periods of growth.
40% 0%
-30% 30%
30% Plus H8
20% -50% 50%
Alpha H5
10% Income H3+
0%
Equity Fixed Income Property Infrastructure Commodity Hedge Cash
Create tomorrow.
Start today.
4Isle of Man | Head Office South Africa Office
Capital International Group Capital International SA
Capital House Great Westerford
Circular Road 240 Main Road
Douglas Rondebosch 7700
Isle of Man South Africa
IM1 1AG
+44 (0) 1624 654200 +27 (0) 21 201 1070
info@capital-iom.com info@capital-sa.com
capital-iom.com
t +44 (0) 1624 654200 e businessdevelopment@capital-iom.com Issue Date: 07/07/2021
This document has been prepared for information purposes only, is believed to be correct, but its accuracy cannot be guaranteed. It does not constitute Ref: FFS-H806021
investment advice or an offer or an invitation, by or on behalf of any company within the Capital International Group of companies or any associated company
(CIG), to buy or sell any investment. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as
well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the
investments mentioned. Opinions constitute our judgement as of this date and are subject to change.
Regulated activities are carried out on behalf of Capital International Group by its licensed member companies. Capital International Limited, Capital
International Bank Limited, Capital Treasury Services Limited and Capital Financial Markets Limited are all licensed by the Isle of Man Financial Services
Authority. Capital International Limited is a member of the London Stock Exchange. Registered Address: Capital House, Circular Road, Douglas, Isle of Man,
IM1 1AG. CILSA Investments (PTY) Ltd (FSP No. 44894) and CILSA Solutions (PTY) Ltd (FSP No. 6650), t/a Capital International SA are licenced by the Financial
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Sector Conduct Authority in South Africa as Financial Service Providers. Registered Address: Office NG101A, Great Westerford, 240 Main Road, Rondebosch
7700, South Africa. All subsidiary companies across both jurisdictions are represented under the Capital International Group brand.
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