ETHENEA − Fund Management
What sets us apart
The investment philosophy of the Ethna Funds
Capital preservation and achieving stable returns over the long term are key components of the investment philosophy of the Ethna Funds. So in every investment decision that we make, we take all potential risks into account. With this risk-conscious and loss-minimisation investment approach, we offer stability and minimisation of volatility.
We act transparently
In addition to timing, the performance of the Ethna Funds depends on achieving the right balance of asset classes in any market situation. This is something we regularly review and adjust when necessary.
We avoid unnecessary risks thanks to balanced investment strategies, incorporating a broad diversification of our portfolio across different sectors and asset classes.
When making investment decisions, we follow a systematic and verifiable process using objective criteria to determine asset class weightings and individual security selection.
We take responsibility
Each of our investment decisions is based on a high level of risk awareness, the goal of preserving the assets entrusted to us, and achieving stable returns over the long-term.
We not only manage the money invested with us as if it were our own, but also treat it with as much care as if the investor had handed us their entire liquid funds. Capital preservation is always our highest priority – as it is the difficult years that determine whether an investment is successful in the long term.
We decide independently
In our daily activities, we are independent from banks and financial institutions. Third-party market opinions and benchmarks are irrelevant for the composition of our portfolios. Instead, our experts’ continuously updated market analyses and forecasts are decisive, allowing us to quickly introduce new information and findings into our investment decisions.
Some key facts about our fund management
2.48 billion euro
The amount of assets our Portfolio Managers actively manage (as of 29/03/2024).
11
The number of countries in which our funds are currently distributed.
> 20 years track record
The Ethna-AKTIV, a pioneer among multi-asset funds with a 20-years positive track record.
12
The number of employees assigned to portfolio management.
ESG
ETHENEA – Management Company
Guiding principles of the management company
Our guiding principles as a non-bank affiliated management company
ETHENEA Independent Investors S.A. is a non-bank affiliated management company based in Luxembourg. As a modern and responsible management company, we offer tailor-made investment solutions for different investor profiles. As a management company, we have the Ethna Funds, the HESPER FUND SICAV as well as the MainFirst SICAV, among others, under custody.
As an investment management company, we know that we are accountable to our partners and our investors. Diligence, integrity, responsibility and partnership are not only the values of our funds, they also guide our actions and are the key to long-term success. With our expertise, our commitment, our know-how, and our service focus, we support our clients in achieving their investment goals.
Soziales Engagement
Our social commitment
ETHENEA’s social commitment
We are always proud to be able to support good causes
We are continually inspired by people who take an opportunity and turn it into something great. But, because opportunities are not available to everyone, we are currently working on paving the way towards a better future for children and young people. This is something that is near and dear to us.
Some key facts about ETHENEA Independent Investors S.A.
x,xx Billion Euro
The total assets under custody (as of 30/09/2023).
> 10 years
The anniversary that ETHENEA Independent Investors S.A. celebrated in 2020.
OUR Philosophy
Our guiding principles as a non-bank affiliated asset management company
At the core of our business is managing and safeguarding the fund assets entrusted to us. As an investment management company, we know that we are accountable to our partners and our investors. Diligence, integrity, responsibility and partnership are not only the values of our funds, they also guide our actions and are the key to long-term success. With our expertise, our commitment, our know-how, and our service focus, we support our clients in achieving their investment goals.
