MONEY MASTERS

Triple3 Partners: Volatility Advantage Fund

Simon Ho. chief investment officer Triple3 Partners

The Triple3 Volatility Advantage Fund aims to deliver long-term absolute returns with an emphasis on strong positive returns when markets decline. This Money Masters course with Simon Ho will explore the strategies the fund employs to enable it to provide real returns even in market downturns, as well as how it utilises volatility as an investment class.

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What you'll learn /

The Triple3 Partners Volatility Advantage Fund masterclass with Simon Ho will give you insights into:

 

How the Triple3 Partners Volatility Advantage Fund provides real returns even in market downturns
How to use volatility as an investment asset class
The type of investor best suited for the Triple3 Partners Volatility Advantage Fund
The rules of investment and performance of the Triple3 Partners Fund

About the expert /

Simon Ho /

chief investment officer Triple3 Partners


Simon is the Chief Investment Office of Triple3 Partners and founded the company in 2009. He has over 20 years
of industry experience, where he held senior options trading and risk management roles at firms including: Goldman Sachs London, Merrill Lynch New York, and JP Morgan Singapore. He is involved in various initiatives within the options industry to develop volatility-based products and is a regular options expert contributor to various TV and print media outlets. Simon completed a Bachelor of Social Science (Economics) at the University of New South Wales in 1992.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
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Outline of the course /

Snapshot

Simon is the Chief Investment Officer of Triple3 Partners and founded the company in 2009. He has over 20 years
of industry experience, where he held senior options trading and risk management roles at firms including: Goldman Sachs London, Merrill Lynch New York, and JP Morgan Singapore. He is involved in various initiatives within the options industry to develop volatility-based products and is a regular options expert contributor to various TV and print media outlets. Simon completed a Bachelor of Social Science (Economics) at the University of New South Wales in 1992.

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01.
OVERVIEW

Investing in volatility

Volatility is a relatively new asset class available to investors and is a very useful tool for portfolio diversification.

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02.

Past fund performance

The Triple3 Volatility Advantage Fund was established in mid-2014, however the underlying strategy has been running since October 2010.

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03.

How to access the fund

The Triple3 Volatility Advantage Fund is available to investors and advisers across multiple platforms and direct investment.

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04.

Achieving true diversification

The Triple3 Volatility Advantage Fund can work as a tool for investors looking to diversify their portfolio.

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05.
STRUCTURE AND OBJECTIVES

Adding volatility to a portfolio

Portfolio allocation to the Triple3 Volatility Advantage Fund will vary depending on each individual investor.

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06.

Aims of the fund

The aims of the Triple3 Volatility Advantage Fund are three fold and focus on delivering positive returns for investors.

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07.

Fund fee structure

The Triple3 Volatility Advantage Fund has a number of fees to be considered prior to investing.

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08.

The associated risks

There are a number of associated risks with the Triple3 Volatility Advantage Fund investors need to consider.

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09.
BEST SUITED FOR

The ideal client

The Triple3 Volatility Advantage Fund is best suited to investors heavily exposed to equities.

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10.

Key considerations of the fund

Diversification is the primary consideration for investors considering the Triple3 Volatility Advantage Fund.

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11.

Time horizons

The time horizons of the Triple3 Volatility Advantage Fund will vary based on each individual investor.

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12.

A message for advisers

The Triple3 Volatility Advantage Fund invests in volatility. Simon Ho, Executive Director – Triple3 helps advisers articulate the values of the fund.

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13.

Test yourself /