- defined trading and allocation rules
- Market insight and timing
Identifying entry and exit points with precision - Consistency of execution
Avoiding overexposure or erratic positioning
In this space, how decisions are executed matters as much as the decisions themselves.
Role Within a Portfolio
An allocation to AIF Category III is typically tactical and performance-oriented.
It can:
- Add agility to a portfolio during changing market conditions
- Act as a return enhancer alongside long-term investments
- Provide strategies that may perform across both rising and falling markets
It’s not a replacement for core holdings—it’s a dynamic layer that complements them.
A Note on Expectations
This strategy comes with a different set of expectations compared to other AIF categories.
- Performance may be more variable in the short term
- Returns are influenced by market conditions and execution quality
- Volatility can be higher depending on strategy style
The focus is on managing risk while capturing opportunities, not eliminating uncertainty.
Category III AIFs offer flexibility—but require sharper selection.
From long-short equity to arbitrage and tactical trading strategies, these funds operate closer to market movements than traditional alternatives. That makes manager quality, risk control, and execution discipline critical.
Through AltPort Funds, evaluate this strategy within a broader universe of 1800+ AIF products, helping you compare not just returns, but consistency, drawdowns, and approach.
Because in this category, how you get returns matters as much as the returns themselves.
Start a conversation to understand where this strategy fits within your overall allocation.
