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Ethna-AKTIV

The Ethna-AKTIV, our flagship fund, is an actively managed, flexible multi-asset fund. With its focus on asset allocation, it invests in bonds, equities, currencies and commodities.

Performance Description

The Ethna-AKTIV is an actively managed global multi-asset strategy with a moderate risk profile. With the objectives of securing capital and creating long-term value, the fund is aimed at investors for whom the stability, value retention, and liquidity of the fund assets are important and who wish to achieve an appropriate increase in value.

The Ethna-AKTIV fund offers investors risk-controlled access to global macroeconomic developments on the fixed income, equity, and currency markets irrespective of benchmarks. Its goal is to earn positive performance through the investment horizon with limited drawdowns.

With an active management approach that takes both the current situation and future developments into account, the Ethna-AKTIV uses rigorous fundamental analysis to make its allocation decisions. Market risks, such as interest rates, credit spreads, and equity beta are controlled via liquid derivatives. The fund’s net equity allocation can vary from 0% to 49%, and is invested predominately through liquid futures and listed options, although liquid ETFs are sometimes used for specific investment themes. These measures avoid unnecessary risks and achieve low volatility.

The Ethna-AKTIV is an actively managed global multi-asset strategy with a moderate risk profile. With the objectives of securing capital and creating long-term value, the fund is aimed at investors for whom the stability, value retention, and liquidity of the fund assets are important and who wish to achieve an appropriate increase in value.

The Ethna-AKTIV fund offers investors risk-controlled access to global macroeconomic developments on the fixed income, equity, and currency markets irrespective of benchmarks. Its goal is to earn positive performance through the investment horizon with limited drawdowns.

With an active management approach that takes both the current situation and future developments into account, the Ethna-AKTIV uses rigorous fundamental analysis to make its allocation decisions. Market risks, such as interest rates, credit spreads, and equity beta are controlled via liquid derivatives. The fund’s net equity allocation can vary from 0% to 49%, and is invested predominately through liquid futures and listed options, although liquid ETFs are sometimes used for specific investment themes. These measures avoid unnecessary risks and achieve low volatility.

 

 

 

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.