Asset management
Wealth services

Income and growth investment strategies
designed with systematic downside protection
to substantially reduce the risk of capital loss.

Flagship strategy

Proprietary strategy targeting high-and-recurring income generation through equity volatility selling, implemented via derivatives instruments, and designed to follow a defensive and risk-efficient investment approach.

Investment solutions

  • Segregated Accounts

    Discretionary portfolio management implemented on client accounts, enabling clients to retain full control while following a bespoke strategy.

    • Proprietary Income and Growth Strategies
    • Top-rated Custodians in multiple Jurisdictions
    • Transparency and Cost-Efficiency
  • In-House Fund Platform

    Beauclerc Global Income Fund – Mutual Funds (UCITS) that replicate our proprietary investment strategies while also providing tailored family fund solutions.

    • UCITS IV compliant
    • Available for Retail Investors
    • Distribution by Asset Managers
  • Derivatives Instruments

    Advanced derivatives trading through our proprietary dealing platform for yield enhancement and growth strategies, or complex hedging solutions.

    • Platform setup: 10+ top-rated Investment Banks
    • Delivery-Versus Payment settlement procedure
    • No Retrocession nor Embedded Fees

Beauclerc Global Income Fund

A UCITS Luxembourg-regulated mutual fund managed by Beauclerc Limited, following an absolute-return income strategy.

BGIF follows the Beauclerc volatility-income strategy targeting a performance equivalent to the short-term risk-free rate + 3% p.a., net of fees, irrespectively to the currency.

 

Total Return Targets

USD SOFR o/n + 3% p.a.
GBP SONIA o/n + 3% p.a.
EUR ESTR o/n + 3% p.a.
CHF SARON o/n + 3% p.a.

BGIF is usually diversified with a bond allocation of max. 10%.

Accumulating and distributing share classes are available in USD, GBP, EUR and CHF.

Daily liquidity for subscriptions/redemption.

Fund documents