Strategy One Fund has a three to five year investment horizon. The Fund invests in a mixture of stocks, bonds and funds that are diversified amongst themselves. The investment allocation has two main characteristics: firstly, allocation is fairly dynamic among asset classes in an attempt to capture opportunities that emerge periodically. The second feature is a clear preference to fund managers that have been known to the team for many years. Due to the longstanding relationship with some of these managers and the economies of scale, Strategy One Fund has an opportunity to invest in funds and shareclasses that are not open to most private investors, saving the unit holder considerable costs.

• Factsheet Strategy One Fund August 2024

Reporting

• Annual report 2023 Strategy One Fund
• Annual Report 2022 Strategy One Fund
• Annual report 2021 Strategy One Fund
• Interim Financial Statements 2024 Strategy One Fund
• Interim Financial Statements 2023 Strategy One Fund
• Interim Financial Statements 2022 Strategy One Fund
• Monthly Statement Article 50 Bgfo Strategy One Fund

Prospectus

• Prospectus Strategy One Fund
• Supplement I to Prospectus Strategy One Fund
• Explanation Supplement I to Prospectus Strategy One Fund
• Supplement II to Prospectus Strategy One Fund
• Explanation Supplement II to Prospectus Strategy One Fund
• Supplement III to Prospectus Strategy One Fund
• Explanation Supplement III to Prospectus Strategy One Fund

Key Information Document 

• Key Information Document Strategy One Fund Initial A
• Key Information Document Strategy One Fund Initial B

Forms

• Subscription Form Strategy One Fund (incl. redemption form)
• Additional Subscription Form Strategy One Fund
• Self-certification form (individuals)
• Self-certification form (entities)