
TAVIS Capital Commodity Real Return Fund
Investment Overview
Our Commodity Real Return fund pursues robust inflation protection via commodity alpha. Its absolute real return approach invests globally in a diversified, long-only portfolio of listed commodities and fixed-income instruments. The active strategy excels for investors hedging inflation risk through a liquid portfolio that is negatively correlated with traditional asset classes. Portfolio management accentuates positive commodity carry harvesting to mitigate risk and effectively generate compelling long-term real returns.
ISIN
Valor
LI1322506612
132250661
NAV Price
NAV monthly change
$ 100.52
+3.54%
B Class (USD) INST
Fund size
$85m
31. January 2025