The Willow Tree Fund

INSPIRED BY THE WILLOW TREE, THE FUND FEATURES THE STRENGTH, STABILITY AND STRUCTURE OF THE TRUNK, STANDING FIRM AND WITHSTANDING THE GREATEST OF CHALLENGES

The Willow Tree Multi-Asset Flexible Fund consists of a refined blend of bespoke holdings in global equity and Private Capital investments.

It combines asset classes, geographies, currencies and industries to drive strong, long-term risk-adjusted returns.

At the heart of Skybound’s investment philosophy are partnerships, relationships and experience, built over many years and based on integrity and trust.  It seems appropriate then that the majority of investments within the Fund are secured by strategic partnerships and co-investment opportunities with investment leaders, in their respective areas of expertise.

As a result, the decision to participate is not simply based on an investment thesis, but also on the people involved.  The Fund seeks to enhance investor portfolios by targeting absolute returns over the medium-to-long-term, with a slightly higher level of volatility in the short-term.

The Fund takes advantage of opportunities that generate absolute returns irrespective of market conditions.

The Fund aims to achieve a targeted annualised return of approximately 8%-12% per annum.

PERFORMANCE

PERFORMANCE COMPARISON (ANNUALISED) NET OF FEES
STATISTICS (12 MONTHS) FOR THE WILLOW TREE FUND
GROWTH OF $100 000 INVESTMENT  (SINCE INCEPTION)

 

TRACK RECORD

US DOLLARS
GBP – STERLING

REQUEST FUND FACT SHEET

Download will be available immediately after form submission