The strategy for CHIC is premised on two basic factors: The vision of the luxury sector and how it will develop in line with the economic and demographic view described in this brochure over the long term, and; the fact that luxury and the definition of luxury as an investment will continue to evolve and be refined over time.

These principles make way for a simple but highly engineered investment model.

Passive Investment: 
Nominally between 80% and 100% of the assets will be invested according to a sophisticated model that has been created between Dominion and the Investment Manager (BlackRock) which is designed to passively manage a core “index” of shares in the luxury sector according to defined criteria.

Dynamic investment:
Up to a maximum of 20% of the CHIC portfolio may be invested more dynamically with the objective of either increasing the overall return of the fund or decreasing the volatility through risk management. This allocation of assets may also be used from time to time to take advantage of evolving opportunities that exist in the sector including qualifying new market entrants (IPO’s) and up and coming luxury brands.

Investment Policy