Investment Strategy:
The ansa — global Q protect strategy is implemented in seggregated accounts (Spezialfonds). We pursue a systematic global macro strategy in combination with an individual maximum loss limit per calendar year. The investment universe consists of stock futures, government bond futures and commodities via ETFs and ETCs.
Asset allocation is derived from the macroeconomic environment using a quantitative model and is supplemented by active risk management. Investors actively determine the risk budget on an individual basis. Adaptive target risk management ensures compliance with the lower loss limit and manages the level of investment without changing the optimal asset allocation.
A segregate account mandate starts at €25 million.
Investment Objective:
The fund is designed as a total return strategy. We understand this to mean taking responsibility for a benchmark-free portfolio. The aim of the special fund strategy is to achieve the highest possible increase in value over the long term and to comply with the maximum loss limits, taking into account the individual risk budget.
possibilities
- Participation in increasing the value of key global asset classes
- Achieving steady value growth while controlling risk through continuous active adjustment of multi-asset allocation to economic realities
- Based on scientific analysis
- Exclusive and clear process with professional risk management
risks
- General market risk — the fund is exposed to fluctuations in the value of global equity, bond and commodity markets
- Temporary increased volatility due to unforeseeable events not associated with economic developments
- Specific country and credit risks
Mandate — Request
Here you can send us a non-binding mandate request about the fund configurations of interest to you. We will get in touch with you as soon as possible.