FAM Global Opportunities Fund

1.

1. A Smoother Ride

For those who find equity volatility challenging, FGOP provides wealth compounding with true diversification by investing across equity, fixed income, and alternatives.
Everyone wants to be rewarded, but not everyone can take the ups and downs that come with it. While 100% equity investing can provide higher compounding over time, its interim declines are not for everyone. Our multi-asset portfolios bring less pain during a crisis yet provide a good enough return by blending equities, bonds, and alternatives effectively.
Annual Returns Annual Volatility Average Drawdown Maximum Drawdown

FGO+ 6.25% 10.46% -6.02% -38.66%

Equities (100%) 6.56% 15.69% -9.60% -54.92%

2008 FINANCIAL CRISIS

FGO+: -38.66%

Equities (100%): -54.92%

COVID – 19

FGO+: -15.19%

Equities (100%): -21.36%
Source: Finexis Asset Management and Bloomberg. Past performance is no guarantee of future results.

	Annual Returns	Annual Volatility	Average Drawdown	Maximum Drawdown
FGO+	6.25%	10.46%	-6.02%	-38.66%
Equities (100%)	6.56%	15.69%	-9.60%	-54.92%

2.
2. Real Alternatives Do Not Depend On Economic Growth To Perform

Conventional alternatives such as commodity, real estate, and private equity may sound different from equity and bond. But they all depend on economies and markets doing well to generate returns. Crucially, such conventional alternatives decline like equity during market stress. Real alternatives do not just depend on markets going up to make profits, providing True Diversification.
Returns(%)

2008 FINANCIAL CRISIS (From 31/03/2008 – 27/2/2009)

weaker performancestronger performance

REITs

commodities

Equities

Bonds

Alternatives

COVID-19 (from 1/03/2020 – 31/03/2020)

weaker performancestronger performance

commodities

REITs

Equities

Bonds

Alternatives
Returns(%)

2009 (1/1/2009 – 31/12/2009)

weaker performance

Alternatives

Bonds

commodities

REITs

Equities

2019 (1/1/2019 – 31/12/2019)

weaker performancestronger performance

Bonds

Alternatives

Commodities

Equities

REITs
Returns(%)

2015 (31/3/15 – 31/12/16)

weaker performancestronger performance

Commodities

Alternatives

Bonds

Equities

REITs
Source: Finexis Asset Management and Bloomberg. Past performance is no guarantee of future results.
3.
3. Artisan advantage x Underappreciated Opportunities=Maximum impact
- Be sure we are more right than wrong by leveraging Fundamental, Valuation and Technical studies to find underappreciated opportunities.
- Choose the best player, regardless of whether they are artisan managers, big fund houses, or ETFs. But being able to access and invest with artisan managers allows us to leverage the opportunities to achieve the best outcome.