P.O.L.I.C.Y. Limited (“POLICY”) is a closed-end fund designed to offer investors a robust long-term total return through a combination of dividends and capital appreciation. Established with a strategic focus on the Stock Exchange of Mauritius (SEM), POLICY allocates a substantial portion of its portfolio to local assets while also incorporating international diversification to mitigate risks and enhance potential returns.

Strategic Asset Allocation

POLICY adheres to a disciplined investment approach, aiming to deploy at least 85% of its total assets within the SEM. This significant commitment to the local market underscores POLICY’s confidence in Mauritius’ economic potential and the stability of its financial markets. By concentrating a substantial majority of its investments domestically, POLICY seeks to capitalize on emerging opportunities within Mauritius’ vibrant economic landscape.

Diversification and Risk Management

Recognizing the importance of diversification, POLICY allocates the remaining 15% of its portfolio across various asset classes. This allocation includes investments in foreign funds, providing exposure to global markets and diverse economic conditions. Additionally, POLICY invests in privately held companies, offering potential for growth and innovation within Mauritius’ entrepreneurial sector.

To further enhance liquidity and stability, POLICY also maintains positions in cash and fixed-interest instruments. These assets provide a cushion against market volatility while ensuring sufficient liquidity to capitalize on immediate investment opportunities or to meet redemption demands from investors.

Long-Term Focus and Investor Objectives

POLICY’s investment strategy is anchored in a long-term perspective, aligning closely with the objectives of its investors. By focusing on both dividends and capital appreciation, POLICY aims to deliver consistent returns over an extended investment horizon. This approach not only seeks to preserve investor capital but also aims to generate sustainable income streams through regular dividend distributions.

Conclusion

In conclusion, P.O.L.I.C.Y. Limited (“POLICY”) operates with a strategic investment framework centered on the Stock Exchange of Mauritius and supplemented by diversified international investments. Through a balanced approach to asset allocation and risk management, POLICY endeavors to provide investors with a compelling proposition for long-term growth and income generation. By leveraging the strengths of Mauritius’ financial markets and incorporating global perspectives, POLICY remains committed to delivering value and stability to its stakeholders.

This investment strategy underscores POLICY’s dedication to navigating market dynamics while capturing opportunities that align with its overarching goal of delivering superior long-term returns.