Download Mosaic Global Fund - Premier Asset Development Services

Website: www.cardeainternational.com
Phone Number: +352 202 033 27
Email: [email protected]
Cardea International S.A.
75, Parc d’activités, L-8303,
Capellen, Luxembourg
Cardea International
Investment management
company founded in 2010
Headquartered in
Luxembourg, in the heart of
Europe
EU licensed & regulated by
the Luxembourg CSSF
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
The Mosaic Global Fund
Fund Manager:
Cardea International S.A.
Fund Administrator:
Trident Fund Services
Lawyers:
Speechly B. Pfeiffer & Partners
Auditor:
Grant Thornton
Custodian:
Banque Internationale à Luxembourg
Fund Domicile:
Luxembourg
Fund Liquidity:
Monthly
Management Fee:
Share Classes A-D: 1.25%, E-L: 1.75%
Performance Fee:
10% HWM
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
The Mosaic Global Fund
 Trend-Following Multi-Asset Fund
 Invests in Truly Global Assets using ETFs
 Year-to-date Performance: +4.10%
 July Performance: +5.93%
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Why is Multi-Asset Investing Powerful?
Annualized Returns 1990-2012
10
8
6
4
2
0
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
How do we invest?
 We track 120 markets and asset classes
- Stocks, Bonds, Currencies, Commodities,
REITS,...
 We only invest in rising markets – Using our
Trend Filter
 We utilize Momentum Investing to always
capture the strongest assets globally
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
How do we invest?
Cardea International Tracks 120 Markets & Asset Classes
Example
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Benefits of Trend Filtering
 Proven and unemotional early exit strategy that reduces
volatility and limits potential losses
 Can allocate the Fund’s capital to 100% cash if no positive
trends available
 Reveals potential investment starting a new uptrend
 Shift away from standard “buy & hold” & “balanced
portfolio” thinking
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Trend Filtering
Our trend filter keeps us out of markets with major dislocations
US Stocks Dow Jones 2008
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Trend Filtering
When the trend starts again, we can buy
Dow Jones Recovery 2010 & 2011
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Benefits of Momentum Investing
 Always invested in the strongest assets
 Captures shifts in investor sentiment fast
 Creates outperformance since the strongest assets
outperform the weakest by several percentage
points yearly
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Momentum is Key to Investing?
Shift in Investor Sentimet over the last 4 weeks until End Aug 2013 – away
from US Stocks into International Stocks and Commodities
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
More proof of the power of momentum
The 20% strongest stocks beat the
bottom 20% with 10.8% return per year
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Recent Pick
S&P 500 Index
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Recent Pass
Gold During 2013
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Performance
Mosaic Global Fund – Historical Monthly Performance
The graphic shows actual data from January 2011, when the fund started, until present. The historical data are modeled
(unaudited) based on the current Mosaic Global Fund management strategy. Past performance is not a predictor of
future returns.
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Current Allocation – August 2013
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Summary
 Cardea International is a European licensed and regulated
investment management company with global reach
 The Mosaic Global Fund’s unique management style
blends trend following, momentum and multi-asset class
investing!
 Year-to-date Performance: +4.10%
 July Performance: +5.93%
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
How to Invest
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Contact Us
Please contact us!
Cardea International S.A.
75, Parc d’activités
L-8308, Capellen,
Luxembourg
Luxembourg Tel: +352 202 033 27
Email: [email protected] or
[email protected]
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]
Mosaic Global Fund Disclaimer
This document is intended for well informed investors and financial advisers. It is for
informational purposes only. It is not an offer to sell or a solicitation to buy any financial
product. This document is not directed at or intended for use by the general public. Principle
loss is possible. Past results are not necessarily an accurate predictor of future results. This
document does not substitute for exercise of independent judgment. Cardea International
Management S.A is authorized and regulated by the CSSF in Luxembourg to manage the Cardea
International Fund S.C.A SICAV-SIF. The mosaic Global Fund is a sub-fund complying with the
outlined investment objective and policy of the fund. These directions are to be found in the
fund’s prospectus which at all times can be required from the investment manager’s main
office.
Website: www.cardeainternational.com
Phone: +352 202 033 27
Email: [email protected]