Unconstrained Access to Global Companies Credit Suisse (Lux) Capital Allocation Fund

Credit Suisse (Lux) Capital Allocation Fund

A high-conviction balanced solution

The Credit Suisse (Lux) Capital Allocation Fund is an actively managed multi-asset-class solution. It aims to generate a return of 3-month LIBOR + 5% p.a. over a full market cycle while preserving a balanced risk profile. To achieve this objective, the strategy focuses on high-conviction investments in global bonds and stocks that offer significant alpha potential. The fund uses a fundamental cross-asset approach that is bottom-up, security specific, and has no overlaps across the capital structure. It seeks to generate the majority of its alpha from stock selection, cross-asset analysis, and efficient risk management.