Skip to main content

Maximum equity allocation in the Ethna-DYNAMISCH raised

More scope in future to take advantage of the opportunities to be had in global equity markets!

A change in the investment policy of the Ethna-DYNAMISCH will take effect on 1 July 2019, which will enable the fund management to increase the equity allocation to 100% if appropriate. This will enable us to give a positive assessment of the equity markets a stronger influence in the asset allocation of our equity-focused mixed fund.

The Ethna-DYNAMISCH stands for risk-controlled access to global equity markets and has a high degree of flexibility. This flexibility enables the fund management to position the fund optimally whatever the market environment. Increasing the maximum equity allocation to 100% will allow the opportunities in equity markets to be used to better advantage, because, in the past, the cap of 70% on the equity allocation was a restriction in this regard.

In the ongoing low-interest environment in the eurozone, equities continue to have a very attractive risk/return ratio. Given that the equity allocation was limited to 70%, the Ethna-DYNAMISCH’s cash holding was increased recently. Some of this cash holding can now be used to make further attractive investments in equities.

The Ethna-DYNAMISCH will remain true to its fundamentally conservative outlook, even though this move defines more clearly the characteristics of the fund, which are to take advantage of opportunities that arise in global equity markets whilst limiting risks efficiently and effectively.

Regardless of this change to the prospectus, all investment processes – bottom-up and top-down – will continue in the established manner and will be continually enhanced. There are no plans to change the fund’s risk profile. However, this strategic change offers potential to participate to a greater extent in positive equity market trends coupled with an appropriate level of volatility. We feel confident that this enables us to support our clients even better in achieving their investment goals

 

 

Now almost ten years old, the fund’s track record shows that ETHENEA’s fundamental philosophy of preserving capital and generating attractive returns in the long term is applied at every stage of the investment process within the Ethna-DYNAMISCH as well.

This marketing communication is for information purposes only. It may not be passed on to persons in countries where the fund is not authorized for distribution, in particular in the USA or to US persons. The information does not constitute an offer or solicitation to buy or sell securities or financial instruments and does not replace investor- and product-related advice. It does not take into account the individual investment objectives, financial situation, or particular needs of the recipient. Before making an investment decision, the valid sales documents (prospectus, key information documents/PRIIPs-KIDs, semi-annual and annual reports) must be read carefully. These documents are available in German and as non-official translations from ETHENEA Independent Investors S.A., the custodian, the national paying or information agents, and at www.ethenea.com. The most important technical terms can be found in the glossary at www.ethenea.com/glossary/. Detailed information on opportunities and risks relating to our products can be found in the currently valid prospectus. Past performance is not a reliable indicator of future performance. Prices, values, and returns may rise or fall and can lead to a total loss of the capital invested. Investments in foreign currencies are subject to additional currency risks. No binding commitments or guarantees for future results can be derived from the information provided. Assumptions and content may change without prior notice. The composition of the portfolio may change at any time. This document does not constitute a complete risk disclosure. The distribution of the product may result in remuneration to the management company, affiliated companies, or distribution partners. The information on remuneration and costs in the current prospectus is decisive. A list of national paying and information agents, a summary of investor rights, and information on the risks of incorrect net asset value calculation can be found at www.ethenea.com/legal-notices/.In the event of an incorrect NAV calculation, compensation will be provided in accordance with CSSF Circular 24/856; for shares subscribed through financial intermediaries, compensation may be limited. Information for investors in Switzerland: The home country of the collective investment scheme is Luxembourg. The representative in Switzerland is IPConcept (Suisse) AG, Bellerivestrasse 36, CH-8008 Zurich. The paying agent in Switzerland is DZ PRIVATBANK (Suisse) AG, Bellerivestrasse 36, CH-8008 Zurich. Prospectus, key information documents (PRIIPs-KIDs), articles of association, and the annual and semi-annual reports can be obtained free of charge from the representative. Information for investors in Belgium: The prospectus, key information documents (PRIIPs-KIDs), annual reports, and semi-annual reports of the sub-fund are available free of charge in French upon request from ETHENEA Independent Investors S.A., 16, rue Gabriel Lippmann, 5365 Munsbach, Luxembourg, and from the representative: DZ PRIVATBANK S.A., 4, rue Thomas Edison, L-1445 Strassen, Luxembourg. Despite the greatest care, no guarantee is given for the accuracy, completeness, or timeliness of the information. Only the original German documents are legally binding; translations are for information purposes only. The use of digital advertising formats is at your own risk; the management company assumes no liability for technical malfunctions or data protection breaches by external information providers. The use is only permitted in countries where this is legally allowed. All content is protected by copyright. Any reproduction, distribution, or publication, in whole or in part, is only permitted with the prior written consent of the management company. Copyright © ETHENEA Independent Investors S.A. (2025). All rights reserved. 05/06/2019