Neba Financial Solutions

FUND PERFORMANCE
1 YEAR1.05%
3 YEARS11.20%
5 YEARS20.92%
SINCE INCEPTION85.99%
VOLATILITY6.27%

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REAL ASSET INCOME FUND

    Key Features

  • A Multi-Asset approach to generating income
  • Invested in Real Assets that can offer both growth (capital appreciation) and income (yield) potential.
  • NOT Correlated to Equity Markets.
  • 9 year history with all coupons paid + good growth.
  • Access to Asset Investments in Liquid Forms.

Neba Financial Solutions

Neba Financial Solutions


FUND PERFORMANCE
1 YEAR-6.39%
3 YEARS66.91%
5 YEARSN/A
SINCE INCEPTION47.79%
VOLATILITY19.71%

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ARIA GLOBAL DIVIDEND VALUE PLUS FUND
    Key Features

  • Global equity income ‘maximiser’ fund which targets attractive levels of income paid quarterly (7.0%).
  • Strict selection criterion which limits holdings to the highest quality companies with a track record of consistently delivering annual dividend increases.
  • Income generated from two sources: dividend yield and call and put writing strategies.
  • A defensively constructed fund which seeks to preserve capital during market corrections, even if that means foregoing some equity upside.
  • Proprietary hedging technique to reduce market exposure during periods of falling markets.

Neba Financial Solutions

Neba Financial Solutions


Neba Financial Solutions

FUND PERFORMANCE
1 YEAR1.04%
3 YEARS4.41%
5 YEARS47.71%
SINCE INCEPTION415.83%
VOLATILITY14.39%

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ARIA GLOBAL EQUITY LEADERS FUND

•Global equity fund with a mid cap bias from UK, European and US markets
• Quantitative stock selection identifies 60 companies globally which has demonstrated sustained
outperformance over a given time period
• Actively rebalanced monthly to consistently cycle into outperformers
• Portfolio has high beta and high growth characteristics
• Proprietary dynamic hedging technique which reduces market exposure as equity market volatility
increases

Neba Financial Solutions

Neba Financial Solutions


Neba Financial Solutions

FUND PERFORMANCE
1 YEAR6.39%
3 YEARS28.66%
5 YEARS38.55%
SINCE INCEPTION153.16%
VOLATILITY12.10%

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ARIA GLOBAL EQUITY ABSOLUTE RETURN FUND

• The Fund seeks to deliver positive absolute returns by taking long and short positions in equity and equity-related instruments that, based on proprietary quantitative models.
• Companies deemed to be ‘poor quality’ become short positions, and ‘high quality’ companies the long exposures.
• The Fund seeks to provide higher risk-adjusted returns with lower volatility compared to global equity markets:
• Strategic market-neutral, long/short and stock selection portfolio
• Disciplined, systematic approach to stock selection equity markets
• Tactical tilts to the Fund’s equity market exposure throughout market cycle
• International equity universe is ranked according to ‘quality’ indicators which seek to identify
companies with strong, consistent profitability and stable earnings

Neba Financial Solutions


Neba Financial Solutions

FUND PERFORMANCE
1 YEAR-4.3%%
3 YEARS7.0%
5 YEARS35.0%
SINCE INCEPTION87.0%
VOLATILITY7.2%%

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PARALA BALANCED MACRO MULTI ASSET FUND

The Parala Macro Multi-Asset (MMA) portfolio strategies are diversified, actively managed multiasset portfolios, with a focus on providing returns above the industry average benchmark. Parala’s Macro-Alpha Model generates forward-looking rankings for each asset and an optimisation framework to determine optimal weights. Using monthly inputs for both macroeconomic and risk factors it identifies the sensitivity of each asset to changing macro-conditions and their exposure to risk factors. This in turn generates a forward-looking estimate of return, volatility and covariance for each asset allowing the model to determine optimal asset weightings.

Neba Financial Solutions


Neba Financial Solutions

FUND PERFORMANCE
1 YEAR1.93%
3 YEARS13.02%
5 YEARS22.92%
SINCE INCEPTION87.18%
VOLATILITY6.27%

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ARIA ALTERNATIVE INCOME FUND

    Key Features

  • A Multi-Asset approach to generating income
  • Momentum based strategy which rotates towards outperforming yielding asset classes, avoiding those in downtrends.
  • Combines both passive investing in ETFs, and an active approach.
  • Long term track record of outperforming broad fixed income benchmark – Barclays US Aggregate Bond Index*
  • Systematically cuts equity income exposure as market volatility rises.

Neba Financial Solutions

Neba Financial Solutions


Neba Financial Solutions

FUND PERFORMANCE
1 YEAR1.60%
3 YEARS21.18%
5 YEARS48.26%
SINCE INCEPTION126.87%
VOLATILITY9.74%

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ARIA DIVERSIFIED ALTERNATIVE ASSETS FUND

Key Features
• Gains exposure to a range of alternative investment strategies, targeting limited correlation with stock markets
• Investment universe includes emerging market equities, currencies, commodities, volatility, precious metals and managed futures
• Portfolio includes exposure to alternative strategies such as emerging markets, managed futures and gold
• Would be considered a multi-strategy approach as compared to a multi-asset fund

Neba Financial Solutions

Neba Financial Solutions