Implementing Alternatives
By investing in alternative strategies, investors may achieve additional risk mitigation and potential return enhancement. At Hatteras Funds, we believe an alternative investments’ portfolio should provide exposure to both hedged strategies and private investments as a compliment to a traditional long-only portfolio of stocks and bonds. Click here to download our Allocating to Alternatives flyer.
Asset Allocation (January 1, 1990 - December 31, 2011)
Enter your details below to allocate the model portfolio.
60% STOCK / 40% BONDS
| Alternatives | 0 | |||
| Hedge Fund Strategies | 0 | |||
| Private Investments | 0 | |||
| Stock | 60 | |||
| Bonds | 40 | |||
| Total | 100 |
Model Portfolio
Calculated by Hatteras Funds using information from PerTrac. The model portfolio is calculated using quarterly returns and rebalanced annually. Performance does not include fees, therefore returns for the portfolios would be lower due to the impact of fees and expenses not included here.
The indices used to determine the statistics for the portfolios shown were: Hedged Strategies: HFRI Fund of Funds Composite Index; Private Investments: Cambridge Associates, LLC, U.S. Private Equity Index; Stocks: S&P 500 Total Return Index; Bonds: Barclays Capital U.S. Aggregate Bond Index. The unmanaged indices are not available for direct investment. Past results are not indicative of future performance.
The hypothetical illustrations are not intended to predict the performance of any specific investment or security. No assumptions should be made that similar asset allocations will be profitable, suitable, or perform as indicated above. Allocations and their percentages should change based on an individual investor’s needs.
The past performance figures do not represent performance of any Hatteras Funds security and there can be no assurance that any Hatteras Funds security will achieve the past returns of the illustrative examples.
Standard deviation is a measurement of the investment´s volatility.
Correlation is a statistical measure of how two securities move in relation to each other.
The HFRI Fund of Funds Composite Index is an equal weighted index of over 650 constituent hedge fund of funds that invest over a broad range of strategies.
Standard & Poor´s (S&P) 500 Total Return Index is an unmanaged index consisting of 500 stocks chosen for market size, liquidity and industry group representation. It is a market value weighted index, with each stock´s weight in the index proportionate to its market value.
The Cambridge Associates LLC U.S. Private Equity Index® is an end-to-end calculation based on data compiled from 905 US private equity funds (buyout, growth equity, private equity energy, and mezzanine funds), including fully liquidated partnerships formed between 1986 and 2011. Performance is pooled end-to-end return, net of fees, expenses, and carried interest.
The Barclays Capital U.S. Aggregate Index is an unmanaged index of investment-grade, U.S. dollar-denominated fixed-income securities of domestic issuers having a maturity greater than one year.