Ethna-DYNAMISCH
The Ethna-DYNAMISCH is an actively managed, equity focused multi-asset fund offering risk-controlled access to global equity markets. This makes it the most offensive of the three Ethna Funds.
Out of 5 376 Moderate Allocation funds as of 28.02.2022.
Based on 95,24% eligible corporate AUM and 100% of eligible sovereign AUM. Data is based on long positions only.
Ethna-DYNAMISCH: the flexible multi-asset fund with an equity focus
Equities are the asset class with the highest returns over the long term, which makes them make attractive. However, they are also the asset class with the most pronounced price fluctuations. In our video, discover how the Ethna-DYNAMISCH offers investors risk-controlled access to the equity markets and, as a result, an attractive return with limited risk.
The Ethna-DYNAMISCH is an actively managed, equity-focused multi-asset fund offering risk-controlled access to global equity markets. The most offensive of the Ethna Funds, the Ethna-DYNAMISCH has a net equity allocation that can vary between 0% and 100%. The main performance driver of the fund is an equity portfolio consisting of around 30 – 40 single stocks.
The Ethna-DYNAMISCH uses a fundamental approach to stock picking to generate alpha. The experienced Portfolio Managers not only evaluate the key factors influencing the further development of the equity markets (top-down approach), but also determine the attractiveness of single stocks based on the valuation of the company, the quality of its business model, and the strength of its balance sheet (bottom-up approach).
The Ethna-DYNAMISCH does not follow any benchmarks
In addition to its equity portfolio, the fund can be further diversified through bonds, cash and gold. Potential risks are managed through active asset allocation, rigorous stock selection, and derivatives. All of this, and the fact that the Ethna-DYNAMISCH does not follow any benchmarks, ensures that the fund can flexibly respond to any market environment.
The Ethna-DYNAMISCH for experienced investors and newcomers
With the aims of growing capital over a medium to long-term (3 – 5+ year) investment horizon and earning similar long-term returns to the global equity markets, the Ethna-DYNAMISCH is suitable for both experienced investors and newcomers who consciously accept the increased fluctuations in value on the global stock markets in favour of a higher return potential.
The Ethna-DYNAMISCH is an actively managed, equity-focused multi-asset fund offering risk-controlled access to global equity markets. The most offensive of the Ethna Funds, the Ethna-DYNAMISCH has a net equity allocation that can vary between 0% and 100%. The main performance driver of the fund is an equity portfolio consisting of around 30 – 40 single stocks.
The Ethna-DYNAMISCH uses a fundamental approach to stock picking to generate alpha. The experienced Portfolio Managers not only evaluate the key factors influencing the further development of the equity markets (top-down approach), but also determine the attractiveness of single stocks based on the valuation of the company, the quality of its business model, and the strength of its balance sheet (bottom-up approach).
The Ethna-DYNAMISCH does not follow any benchmarks
In addition to its equity portfolio, the fund can be further diversified through bonds, cash and gold. Potential risks are managed through active asset allocation, rigorous stock selection, and derivatives. All of this, and the fact that the Ethna-DYNAMISCH does not follow any benchmarks, ensures that the fund can flexibly respond to any market environment.
The Ethna-DYNAMISCH for experienced investors and newcomers
With the aims of growing capital over a medium to long-term (3 – 5+ year) investment horizon and earning similar long-term returns to the global equity markets, the Ethna-DYNAMISCH is suitable for both experienced investors and newcomers who consciously accept the increased fluctuations in value on the global stock markets in favour of a higher return potential.
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