Regulated Investment Solutions

Abbey Road UCITS - Global Equity Fund

The Abbey Road UCITS Global Equity Fund is a Liechtenstein-domiciled, actively managed long-only equity strategy that seeks long-term total returns by investing in a concentrated portfolio of global equities across all market capitalizations and geographies. The fund's investment philosophy centers on a proprietary screening model built around four pillars: strong free cash flow generation, manageable debt levels, revenue and earnings growth, and durable business models. Managed by BAO Capital Partners, the fund benchmarks against the MSCI World Index — delivering +101.10% over four years versus +89.09% for the benchmark through August 2026. The strategy is designed for investors with a long-term horizon who are comfortable with concentrated equity risk and higher volatility in pursuit of superior compounding.

We focus on four key characteristics using our proprietary screening model:

Abbey Road Disruptor Investments

The strategy seeks long-term capital appreciation by investing in companies developing and scaling transformational technologies that are reshaping global industries. The portfolio includes SpaceX, which has completed its IPO and is expected to deliver 7–10x returns for the strategy. The strategy accepts higher volatility in pursuit of asymmetric returns from category-defining innovators.

Current Portfolio

The portfolio holds companies across multiple sectors, including category-defining leaders such as:

SpaceXPublic space launch and satellite internet (IPO'd; expected 7–10x return potential)AndurilDefence technology and autonomous systemsScale AIData labelling and AI infrastructure platformPsiQuantumPhotonic quantum computing developerPerplexity AIAI-powered conversational search engineLambda LabsGPU cloud infrastructure for AI training and inferenceLonestarLunar data storage and off-world data infrastructureKKalshiRegulated exchange for event-based contractsPhysical IntelligenceFoundation models that bring general-purpose AI to roboticsChemifyProgrammable robotic chemistry for molecule discovery and synthesisCusp AIAI-driven discovery of new materialsHorizon3.aiAutonomous security testing and offensive cyber defence

Abbey Road Funds - Abbey Road Fixed Income Fund

Capital preservation and income, delivered through a disciplined UCITS fixed income framework

A UCITS-compliant fixed income strategy focused on capital preservation and sustainable income, with measured participation in long-term growth. The subfund invests across the aggregate bond universe and is valued daily in USD.

Abbey Road Global Strategies AIF - AR Digital Leaders Fund

The investment objective is to provide a positive return and long-term capital growth for investors with a long-term investment horizon. The AIF seeks capital growth over the longer term while accepting higher volatility.