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INVESTOR RESOURCES

Reports & Documents

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Access the latest JOLT MULTI FUND factsheets and monthly commentary from the Chief Investment Officer.

Documents are provided for information purposes only and should be read alongside the Fund’s offering and regulatory documentation.

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©2025 by Jolt Wealth Management

Important Information

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Authorisation and Regulatory Status

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The JOLT MULTI FUND is a Luxembourg-registered Alternative Investment Fund (AIF). It is governed by Part II of the Law of 12th July 2013 on undertakings for collective investment. The Fund is not a UCITS as defined by Directive 2009/65/EC and instead qualifies as an Alternative Investment Fund (AIF) in accordance the Law of 12 July 2013 on Alternative Investment Fund Managers (the “2013 Law”).

The Management Company, Jolt Wealth Management Company S.à r.l., is registered in Luxembourg (Company No. B306104) and is seeking registration with the Commission de Surveillance du Secteur Financier (CSSF).

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Registered Office:
2-4, Parc d’Activités Capellen, L-8308 Capellen, Luxembourg

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Legal Disclaimer

This website is provided for general information purposes only and does not constitute investment advice, an offer to the public, or a solicitation to buy or sell any financial instrument.

The JOLT MULTI FUND is available solely to Professional Clients as defined under Directive 2014/65/EU (MiFID II) on markets in financial instruments and Qualified Investors as defined under the Luxembourg law of 3 July 2012 relating to prospectuses for securities (implementing Directive 2010/73/EU). It is not intended for retail investors.

Access to the Fund’s offering documents is subject to applicable regulatory requirements. Prospective investors may only receive the Fund documentation after completing the required investor qualification and reverse solicitation process.

All investments involve risk, including the potential partial or total loss of capital, and past performance is not a reliable indicator of future results. Prospective investors should review the official Fund documentation before making any investment decision. Jolt Wealth Management does not provide tax, legal, or investment advice. Independent professional advice should be obtained where appropriate.

Sustainable Finance Disclosure Regulation (SFDR)

The European Commission’s Sustainable Action Plan has three objectives:

  1. To reorient capital flows towards sustainable investment in order to achieve sustainable and inclusive growth;

  2. To manage financial risks stemming from climate change, environmental degradation, and social issues; and

  3. To foster transparency and long-termism in financial and economic activity.

The Action Plan is a response to recommendations made by the High-Level Expert Group on Sustainable Finance, which were submitted to the European Commission in January 2018.

The European Parliament has since adopted amendments to Regulation (EU) 2016/1011 introducing a framework for EU Climate Transition and EU Paris-Aligned Benchmarks, amendments to Delegated Regulation (EU) 2017/565 integrating environmental, social and governance (ESG) considerations into investment advice and portfolio management, and amendments to Delegated Regulation (EU) 2017/2359 incorporating ESG considerations and investor preferences into advice relating to insurance-based investment products. It has also introduced related measures, including the EU Taxonomy Regulation, EU Green Bond Standard, climate-related disclosure requirements and sustainability benchmark frameworks.

The Sustainable Finance Disclosure Regulation (SFDR), which forms part of the European Commission’s broader Sustainable Action Plan, came into effect on 10 March 2021.

To meet the SFDR disclosure requirements, JOLT WEALTH MANAGEMENT identifies, assesses and, where possible and appropriate, seeks to manage sustainability risks relating to the JOLT MULTI FUND as part of its overall risk management process. JOLT WEALTH MANAGEMENT believes that integrating this analysis may help enhance the long-term value of the portfolio for investors, in accordance with the Fund’s investment objective and investment policy. However, due to the nature of the Fund’s investment objective, sustainability risks are not integrated into investment decisions.

For the avoidance of doubt, the JOLT MULTI FUND does not promote environmental or social characteristics within the meaning of Article 8 of the SFDR, nor does it have sustainable investment as its objective within the meaning of Article 9 of the SFDR.

For the purposes of Article 6 of the EU Taxonomy Regulation, JOLT WEALTH MANAGEMENT confirms that the investments underlying this financial product (the JOLT MULTI FUND) do not take into account the EU criteria for environmentally sustainable economic activities.

With regard to the disclosure obligations under Article 4(1) of the SFDR, JOLT WEALTH MANAGEMENT confirms that it does not take into account the principal adverse impacts of investment decisions on sustainability factors pursuant to Article 4(1)(b).

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