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Ethna-DEFENSIV

The Ethna-DEFENSIV is a bond-focused multi-asset fund. This actively managed fund has the most defensive risk profile among the Ethna Funds and invests primarily in bonds of issuers from OECD countries.

Performance Description

With the objectives of achieving low volatility in the fund price and avoiding unnecessary risks, Ethna-DEFENSIV is aimed at investors who want to focus on stability and capital preservation as well as additionally benefit from the trends and developments in the global bond markets.

With an active management approach that takes both the current market situation and future developments into account, the fund’s focus is on bonds from issuers in OECD countries. This broad investment universe allows the fund to flexibly select the most appropriate opportunities available. The Ethna-DEFENSIV has a balanced investment strategy that values diversification and liquidity.

This, together with its active management of upcoming challenges, helps the fund achieve its target volatility of less than 4%. The income from its high-quality bond portfolio is designed to form a stable and predictable source of returns. Additional returns can also be generated by adding equity exposure (to a maximum of 10%), active duration management and other admixtures like currencies and higher-yielding bonds.

With the objectives of achieving low volatility in the fund price and avoiding unnecessary risks, Ethna-DEFENSIV is aimed at investors who want to focus on stability and capital preservation as well as additionally benefit from the trends and developments in the global bond markets.

With an active management approach that takes both the current market situation and future developments into account, the fund’s focus is on bonds from issuers in OECD countries. This broad investment universe allows the fund to flexibly select the most appropriate opportunities available. The Ethna-DEFENSIV has a balanced investment strategy that values diversification and liquidity.

This, together with its active management of upcoming challenges, helps the fund achieve its target volatility of less than 4%. The income from its high-quality bond portfolio is designed to form a stable and predictable source of returns. Additional returns can also be generated by adding equity exposure (to a maximum of 10%), active duration management and other admixtures like currencies and higher-yielding bonds.

 

 

 

Legal notices: An investment in investment funds, as with all securities and comparable financial assets, carries the risk of capital or currency losses. Consequently, the unit price and the yield are variable and cannot be guaranteed. The costs of a fund investment have an effect on the actual profit. No guarantee can be given that the investment objectives will be achieved. The statutory sales documents (Key Investor Information Document, sales prospectuses and reports) provide detailed information on potential risks and form the sole legal basis for a purchase of units. These documents can be obtained free of charge from the management company, ETHENEA Independent Investors S.A., the custodian bank, as well as the relevant national paying and information agents. All information published here constitutes a product description only. It does not constitute investment advice, an offer to enter into an agreement for the provision of advice or information, or an offer to buy or sell securities. The contents have been carefully researched, compiled and checked. No guarantee can be given for correctness, completeness or accuracy. The information includes past data which are no indicator of future performance. The management fee, custodian bank fee and all other additional costs are taken into account in the calculation of the unit price as stated in the provisions of the contract. Performance is calculated using the BVI method (German federal association for investment and asset management), which means that the calculations do not include an issuing charge, transaction costs (such as order fees and brokerage fees), custodian bank fees, or other management fees. Including the issuing surcharge would reduce performance. The performance shown is not a reliable indicator of future performance.