Thinking differently for additional return
- Average net annual return since inception >22%
- By adopting a macro trend-following approach supported by rigorous risk management
- Inspired by George Soros’s successful strategy, resulting in an almost independent performance relative to international equities
- Manager licensed under AIFMD and supervised by the AFM and DNB
- Minimum investment €250.000
- Full monthly subscriptions and redemptions possible
GoRef Fund performance
Since its inception, the GoRef Fund has achieved above-average returns with a performance largely independent of global equity markets.
Market dependence
The low correlation of GoRef means that our strategy performs independently of equity markets. This helps to diversify risk and make portfolios more stable, regardless of market movements.
* Correlation measures the relationship between two asset classes — in this case, global equities and the GoRef strategy. A low correlation (such as 0.36) indicates that our strategy performs independently of equity markets. This helps to diversify risk and make portfolios more stable, regardless of market movements.
| Net results since June 2019 | GoRef Fund | |
|---|---|---|
| Average monthly return | +1,7% | |
| Average quarterly return | +5,2% | |
| Average annual return | +22,3% | |
| Cumulative since June 2019 | +297,1% | |
Active investing for above-average returns
Trend identification
Global Trend Identification
We focus on tracking and capturing global trends across various asset classes, such as equities, bonds, commodities, gold, and currencies. These trends may be driven by a wide range of factors, from (geo)political and social developments to broader market conditions.
Reflexivity Framework
We apply the Reflexivity framework, as applied by George Soros in his own investment process. This framework recognizes the dynamic interplay between fundamental factors, market prices, and investor sentiment.
Broad Market Exposure
We explore opportunities in financial markets worldwide, focusing not on individual companies but on broad indices across equities, bonds, commodities, and currencies.
Low Market Correlation
The strategy takes advantage of both upward and downward trends across various markets, making it independent of the direction of any single asset class, such as equities. This results in returns that develop independently of traditional markets — a low correlation.
Regulated and Accessible
The GoRef Fund is registered under the so-called ‘Light Regime’ with the AFM. Subscriptions and redemptions can be made on a monthly basis and are easily processed through AssetCare, the fund’s independent administrator.
Superior Long-Term Performance
Our strategy is designed to deliver consistent and stable returns over the long term. By following global trends and applying a structured approach, we aim to overcome market fluctuations and achieve superior performance regardless of economic cycles.
An experienced team with international expertise; the basis for a distinctive and
successful investment strategy
Invest alongside the founders
The founders each have over 30 years of experience in financial markets, having worked with large and mid-sized investment firms both domestically and internationally. From our experience, we believe that independently minded, active investors can achieve truly distinctive results that complement traditional wealth management approaches.
Onze Macro Trend volgende strategie is geïnspireerd op het 30-jarige succes van George Soros. Zijn gedachtengoed en uitgangspunten geven de gewenste inzage in de door ons gevoerde strategie en hebben geleid tot de bovengenoemde resultaten.
Daarmee vervult GoRef fund veelal een passende diversificatie in de meer traditionele portefeuilles.
The GoRef Fund Team
The founders each have over 30 years of experience in financial markets, having worked with large and mid-sized investment firms both domestically and internationally. From our experience, we believe that independently minded, active investors can achieve truly distinctive results that complement traditional wealth management approaches.
The Process
Receive all essential information about the GoRef Fund by email or regular post.
Invest alongside the founders and enhance your overall investment portfolio by adding this entrepreneurial strategy. Invest in the Fund
Contact me
