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Building Investor Confidence Through Transparency and Back-Testing

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Building Investor Confidence Through Transparency and Back-Testing

Trust is the foundation of every investment relationship. Without it, even the most attractive returns hold little value. At All Weather Fund (AWF), we believe that the only way to earn trust is through transparency and proof.

That is why back-testing is central to our strategy. Back-testing allows us to examine how a portfolio of structured products would have performed across historic markets. By applying today’s strategy to past conditions — whether the 2008 financial crisis or the pandemic shock of 2020 — we can demonstrate resilience under stress.

Of course, every investor knows the disclaimer: past performance is not a guarantee of future results. But having visibility into how a strategy behaves in different environments provides clarity and reassurance. It shows that outcomes are not random but carefully designed.

Transparency also extends to investor communication. We are upfront about risk, regulatory limitations, and the nature of structured products. These are not retail investments. They are designed for sophisticated investors, high-net-worth individuals, and family offices who understand the trade-offs between return and liquidity.

In addition, we align portfolios with clear, measurable targets: 7% net annualised return, backed by G7 sovereign bonds. This clarity eliminates guesswork. Investors know what the strategy is aiming for and how it has been tested.

Confidence cannot be promised — it must be demonstrated. Through transparent communication, rigorous modelling, and disciplined structure, AWF ensures that investors see both the risks and the opportunities.

In a financial world filled with noise, this clarity stands out. Trust is not built overnight, but with the right tools and transparency, it becomes the strongest asset an investor can hold.

In a financial world filled with noise, this clarity stands out. Trust is not built overnight, but with the right tools and transparency, it becomes the strongest asset an investor can hold.

Important Information
& Access Conditions

All‑Weather Defined Return Fund (AWDRF) is not yet approved as a fund.

Regulatory approval is pending.

This site is intended purely for information purposes.

This is not a solicitation for investment.

AWDRF is part of the Fundbox group of Portuguese Golden Visa funds. 

  • No retail distribution. Interests out with Portugals’ Golden Visa are not intended for retail investors. Access to investment‑related content is restricted to persons who are lawfully permitted to receive such information under applicable laws (e.g., UK FSMA 2000/FPO 2005 exemptions, EU MiFID II/AIFMD professional investor rules, and US Regulation D / Rule 501 accredited investor definition).
  • Non-Golden Visa jurisdictional restrictions. Materials may be restricted in certain countries. Securities have not been and will not be registered under the U.S. Securities Act of 1933 or the Investment Company Act of 1940, and may not be offered in the United States or to U.S. persons except pursuant to an exemption.
  • No advice / risks. Nothing herein is personal advice or a basis for investment decisions. Investments involve risks, including potential loss of capital; past performance (including back‑tests) is not a reliable indicator of future results; exchange‑rate changes may adversely affect value.
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The information on this website is intended for informational purposes only and does not constitute an offer, solicitation, or recommendation to invest in any financial product. Investment in the All-Weather Defined Return Fund is suitable only for professional, institutional, or qualified investors who fully understand the risks associated with structured products and alternative investments. Past performance is not indicative of future results. Please consult your financial advisor before making any investment decision. The fund may not be available in all jurisdictions.