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Managed forex fund a refuge in wild arena

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SCMP Reporter

INVESTORS seeking shelter from the volatility of currency and stock markets but still wanting some degree of flexibility should consider a managed currency fund, say investment advisers.

Their yields are generally higher than interest rates on offer from banks and their diversification across a range of currency and money instruments means that risk is lowered.

Because the funds are deposited in accounts and other financial instruments, such as treasury bills and short-term bonds, the chances of loss of capital are also lowered.

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Hong Kong investors are offered a range of money market funds with portfolios specialising in either Asian or major world currencies.

Their diversity is illustrated by funds on offer from Guinness Flight and Income Partners Asset Management.

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Guinness Flight's 11-year-old Global Strategy Managed Currency Fund, which has about US$164 million under management, has holdings in six major currencies.

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