top of page
Stocks

XAI Macro

Investment Mandate

Diversified Global-macro fund targeting absolute return. Aims to express our macro research themes across major asset classes and different timeframes.  

Reasons To Invest

Diversified macro-alpha.

Efficient Wealth builder with low correlation to global equities.

Team combines deep macro experience with
advanced quant expertise.

Risks

Medium to high volatility fund.

Return below average in trendless markets.

Key Features

Targets positive returns across all phases of the global risk cycle.
Expected volatility 12-15%, r
ealised Sharpe 1 -  2.

Correlation with equities 0.15.
Investment universe consists of equities, bonds, currencies, commodities, carbon credits and crypto assets.

Highly liquid assets only: ETFs, futures and large cap stocks.

To learn more contact us. You can also download a two pager PDF with strategy details using the download button below.

Important Information

Methodology. Performance represents the consolidated live performance of all separately managed accounts running XAI Macro (the "Strategy"), including total transaction costs but excludes management fees. Individual account performance may vary. The risk free rate used to calculate the Sharpe ratio is 0%.

Disclaimer. Capital at risk. Risks associated with investing in the Strategy may include derivative instruments risks, equities risks, currency risks, commodities risks, and fixed income risks. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. The figures shown relate to past performance. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy. An investment may involve significant risk and you may not get back the amount you originally invested; the performance of any security referred to on this website can be volatile and can go up or down; and the value of investments involving exposure to foreign currencies can be affected by exchange rate movements. The products described on this website are priced in US Dollar and the value of an investment in other currencies will be affected by exchange rate movements. The information contained in this presentation (the “Information”) is provided by XAI Asset Management Limited (the “Company”) to you solely for your reference. The Information has not been independently verified and may not contain, and you may not rely on this presentation as providing, all material information concerning the condition (financial or other), earnings, business affairs, business prospects, properties or results of operations of the Company or its subsidiaries. None of the Company or any of their members, directors, officers, employees or affiliates nor any other person accepts any liability (in negligence, or otherwise) whatsoever for any loss howsoever arising (including, without limitation for any claim, proceedings, action, suits, losses, expenses, damages or costs) from any use of this presentation or its contents or otherwise arising in connection therewith.  This presentation contains statements that constitute forward-looking statements which involve risks and uncertainties. These statements include descriptions regarding the intent, belief or current expectations of the Company with respect to the consolidated results of the macroeconomic conditions. These statements can be recognised by the use of words such as “believes”, “expects”, “anticipates”, “intends”, “plans”, “foresees”, “will”, “estimates”, “projects”, or words of similar meaning. Similarly, statements that describe the Company’s objectives, plans or goals also are forward-looking statements. All such forward-looking statements do not guarantee future performance and actual results may differ materially from those in the forward-looking statements as a result of various factors and assumptions. You are cautioned not to place undue reliance on these forward-looking statements, which are based on the current view of the management of the Company on future events. The Company does not undertake to revise forward-looking statements to reflect future events or circumstances. No assurance can be given that future events will occur, that projections will be achieved, or that the Company’s assumptions are correct.  This presentation may also contain historical market data; however, historical market trends are not reliable indicators of future market behaviour. The Company expressly disclaims any responsibility for (i) the accuracy of the models or estimates used in deriving the analyses, (ii) any errors or omissions in computing or disseminating the analyses or (iii) any uses to which the analyses are put. By accepting and/or viewing the Information, you agree to be bound by the foregoing limitations. XAI Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (781607).

bottom of page