GKAF Private Trust crest GKAFPrivate Trust

Investment Proposals

Liquid Fund Proposals

Investment managers can send factsheets and presentations to the trustees in accordance with this process. Please read the current requirements below. These may change in time, but the trustees will only review proposals which satisfy the current criteria.

Current Mandate

July 2026. The mandate for the Trust is to generate returns from a grouping of uncorrelated strategies. The primary drivers are asynchronous drawdowns and risk/return ratios.

The Trust is newly formed and still managing transfers, as such it is still deemed to be an Elective Professional under FCA COBS 3.5.3. It is expected to become a Per Se Professional by Q1 2028 under FCA COBS 3.5.2.

Eligibility Criteria

Please only send factsheets or presentations if the strategy can satisfy the following criteria.

Operational parameters

  1. Minimum investment no greater than GBP 100,000 (or approximate equivalence in other currency).
  2. At least monthly dealing.
  3. No income or distribution funds.

Strategy constraints

  1. No long only.
  2. No illiquid assets such as private equity.
  3. No managed accounts (unless in the process of setting up a fund).
  4. At least 2 years live track record.
  5. Minimum risk/reward ratio of 1:2.

Manager Submission Confidentiality Undertaking

The Trust will not divulge details of any factsheet submitted nor use any information other than for its own purpose of investment research.

Full details

How to Submit

Email your factsheet and monthly updates to the trustee's proposals address:

Send the factsheet and monthly updates only. Do not send presentations or other materials in the first instance. Trustees will contact the firm upon review of the factsheet.

Current Allocations

Three Body Capital
Darwinex
Erebus Capital
Finex LLP
WMC Capital
Horizon3 im