The Silk Sustainable Real Assets Fund
The rise of millions of new middle class citizens across the world’s fastest rising economies is already starting to create an imbalance in supply and demand for the most essential assets that we all take for granted.
A diversified strategy that invests across different liquid real asset classes that share common characteristics:
Limited or no substitutes
Increasing demand and limited or diminishing supply
Positive correlation with global growth trends
Positive correlation with inflation
7 MAJOR ASSETS THAT WILL BE IMPACTED BY AN ONGOING GLOBAL INCREASE IN DEMAND:
TIMBER - An enduring asset class and global market
WATER - Scarce commodity and local market
ENERGY - Global Market and Best in class traditional energy companies and renewable energy companies
INFRASTRUCTURE - Local demand is increasing both in developed and emerging markets…
COMMODITIES - Sub segments including agriculture and natural gas
GOLD - Protection
INFLATION-LINKED BONDS - Pure play on inflation
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