afx Financial strategy
Diversified Fund - GBP
The GBP Diversified Fund is designed for investors who want a structured sterling portfolio with a defined stability sleeve and measured exposure across the afx strategy spectrum.
Risk positioning
Balanced diversified exposure
Uses allocation discipline to avoid concentrating all capital in a single risk profile.
Investor fit
- Investors who report and manage wealth in GBP
- Investors seeking one diversified mandate instead of selecting a single strategy
- Investors comfortable with market risk and capital loss risk
Structure
What this mandate is built to do.
Each strategy is described through its purpose, allocation logic, risk posture, and review requirements so investors can assess the proposition before speaking with the team.
GBP currency positioning
40 percent Capital Reserve Account allocation
Remaining 60 percent split across Medium Risk, High Risk, and High Risk+
Allocation model
40 percent Capital Reserve Account, with the remaining 60 percent across the strategy range.
Source copy references the Capital Reserve Account as offering a 2% monthly return. That wording must be reviewed with the full risk disclosure before launch.
40%
Capital Reserve Account
Stable portfolio core. Source material references a 2% monthly return; that wording requires business and legal approval before launch.
20%
Medium Risk
Measured market exposure intended to balance participation with controlled volatility.
20%
High Risk
Higher-volatility exposure for investors comfortable with more pronounced market movement.
20%
High Risk+
The most aggressive allocation, reserved for investors who understand substantial gains and losses are both possible.
Strategy-specific risk notes
- Currency denomination does not remove investment or market risk.
- The higher-risk sleeves may produce material drawdowns.