afx Financial strategy
Diversified Fund - USD
The USD Diversified Fund is built for investors who want U.S. dollar reporting with allocation across the Capital Reserve Account, Medium Risk, High Risk, and High Risk+ sleeves.
Risk positioning
Balanced diversified exposure
A single portfolio structure that still contains materially different risk sleeves.
Investor fit
- Investors managing assets in USD
- Investors seeking a dollar-denominated diversified mandate
- Investors who understand market volatility and loss of capital 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.
USD 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
- Dollar denomination does not make the strategy lower risk.
- Higher-risk sleeves can magnify losses as well as gains.