Fund Index

Figure World Equity

Annualized net return

9.51%

Annualized outperformance

2.34%

Geography

Global

The Figure World Equity Strategy is an actively managed global equity portfolio that seeks to outperform the FTSE Developed Net Total Return USD Index based on global macro research and insights.

Annualized net return

9.51%

Annualized outperformance

2.34%

Geography

Global

Figure World Equity
Fund Details

Exposure

Equities and FX

Accreditation

Accredited Investors

Subscriptions

Monthly

Redemptions

Monthly

Management Fee

0.50%

Performance Fee

20% of outperformance

Strategy Inception

August 2007

Strategy

Actively Managed

Benchmark

FTSE Developed Net Total Return USD Index

Overview

The Fund is an actively managed global equity portfolio that seeks to outperform the FTSE Developed Net Total Return USD Index based on global macro research and insights. The strategy utilizes a top-down macro approach focused on how central bank and other institutional activity impacts global equity and currency markets, generating consistent outperformance through identification of global secular trends and idiosyncratic dynamics. 
The Figure Investment Advisors LLC (“FIA”) team draws on deep experience in monetary policy, capital markets and trading to develop unique macro insights. Potential drivers of outperformance include country over/under weights, aggregate exposure adjustment and regional equity index selection.

Past performance is not indicative of future returns. Please read World Equity Legal Disclaimer.

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Resources

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Investment Insights

Figure World Equity 2020 Year in Review

January 28, 2021

What started as an innocuous grouping of pneumonia cases in a Chinese city led to a global pandemic and unprecedented restrictions on economic activity outside of wartime...

Is a Bubble Brewing?

December 10, 2020

Further stimulus has come to be seen as necessary for a continuing economic recovery, but what if it isn’t? The implications of a service sector-specific shock are consistent with what we have observed...

Goodbye BWII Part 2

September 28, 2020

In the last piece, we discussed the formation and rationale for the Bretton Woods II system. By undervaluing their exchange rate, lending dollars earned through exports back to the United States, and allowing foreign corporations to earn excess profits by using low-wage labor, China was able to industrialize quickly...