An income-oriented investment fund built for capital preservation.

Capital is allocated across listed equities of durable, cash-generating businesses and high-grade bonds. Position sizing is deliberate and concentration is limited: the portfolio is built to survive drawdowns rather than to maximise a single good year. Instruments are liquid and publicly traded, which keeps valuation transparent and exits available.

Every allocation decision starts from downside: what the position can lose, how correlated it is with the rest of the book, and what has to be true for the risk to be paid for. Cash is treated as a legitimate position. The objective is a portfolio whose losses are survivable, because permanent loss — not volatility — is what ends compounding.

Dividends, coupons and other portfolio income form a core part of the return profile rather than an afterthought. Income makes the strategy usable for investors who need their capital to work while remaining accessible, and it reduces reliance on selling assets at inopportune moments.

Distributions and redemptions are handled on a monthly cycle with no lock-up. You are not asked to trade access to your capital for the strategy. Liquidity terms are matched to the liquid nature of the underlying instruments.

Risk is managed through diversification limits, instrument quality standards, liquidity requirements and continuous monitoring — supported by independent custody and administration and an annual external audit. Return objectives are objectives, not guarantees.

Families, entrepreneurs and companies who want a single, transparent, income-oriented vehicle for long-term capital: investors with a multi-year horizon, a preference for liquid instruments and a low tolerance for permanent capital loss. Investors seeking a bespoke mandate should look at the dedicated fund of one; companies with idle cash should look at corporate treasury management.