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Currency Overlay Services

Share Class Hedging permits hedging of units in currencies other than the fund’s base currency thereby protecting investors against exchange rate volatility and allowing them to take full advantage of generated alpha:

  • Protects the value of investments by hedging currency risk at the share class level,
  • Ensures stable returns for investors regardless of currency volatility.

Portfolio Hedging strategy: our solution manages currency risk across the entire portfolio (at fund level) or part of the portfolio (at class level), providing a holistic approach to minimize the impact of currency fluctuations on overall investment performance.

Benchmark Hedging strategy: this currency hedging strategy uses the varied weightings of currencies in the fund’s benchmark index to hedge the portfolio’s assets:

  • Aligns hedging strategies with specific benchmarks
  • Ensures that the performance remains consistent with benchmark returns while mitigating currency risk

Thanks to our Currency Overlay Services solutions, our clients can:

  • Focus on their core activities and benefit from seamless front to back service,
  • Reduce costs associated with in-house of currency risks.

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