Investment aims

Aliquot Agriculture Fund is a “Long Only” actively managed combination of individual commodities: agricultural, livestock, water and alternative energy. The Fund will seek to achieve capital appreciation by investing using futures contracts, options, swaps and other financial instruments. The Fund employs a fundamental investment process, driven by supply and demand. The Funds active management reduces downside risk. Castlestone Management has been managing commodity exposure since 2002

Actively Managed Portfolio

The Fund is actively managed using a combination of individual agricultural commodities. Long-only commodity positions are held (no short positions) .

Negatively Correlated with Equity and Bond Returns

While historically commodity futures and equities have similar return and volatility, commodity futures are negatively correlated with equities.

Hedge against Inflation

Over the long run Commodities have maintained their value in terms of rate of exchange for other goods and services.

Commodity futures act as a hedge against inflation.

Insurance against Political Risks, Religious Conflicts and Unstable Markets

Commodities have proven to act as an insurance policy during times of political or religious uncertainty and the resulting instability in financial markets.

Downside protection

Aliquot Agriculture fund aims to limit and protect the downside with the fund using a combination of active management and is able to use stop-losses. The Fund does not have any gearing, there is no borrowing within the Fund.

No Management Fee Charged by the Fund

The manager is only paid a 15% performance fee.

How to invest

Investing into the Castlestone Aliquot Agriculture Fund is simple - if you wish to apply please Click here to request an application pack