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Ethna-DYNAMISCH

The Ethna-DYNAMISCH is an actively managed, equity-focused multi-asset fund that offers risk-controlled access to the global equity markets. This makes it the most offensive of the three Ethna Funds.

Performance Description
Share class
D-1
YTD
5 years

The Ethna-DYNAMISCH is an actively managed asset allocation fund offering risk-controlled access to global equity markets. It is aimed at investors who want to invest their capital over the medium to long term and who consciously accept the increased fluctuations in value on the international stock markets in favour of a higher earnings potential, with the aim of maintaining capital over the long term and achieving attractive returns.

With an active management approach that takes both the current situation and future developments into account, the objective of the Ethna-DYNAMISCH is to earn similar long-term returns to the equity markets but with lesser risks and drawdowns. Potential risks are managed mainly via active asset allocation and put options.

The net equity allocation of the Ethna-DYNAMISCH can vary between 0% and 100%. The fund also uses a value-based approach to stock picking in order to generate alpha. The volatility of the fund should not exceed 10%.

The Ethna-DYNAMISCH is an actively managed asset allocation fund offering risk-controlled access to global equity markets. It is aimed at investors who want to invest their capital over the medium to long term and who consciously accept the increased fluctuations in value on the international stock markets in favour of a higher earnings potential, with the aim of maintaining capital over the long term and achieving attractive returns.

With an active management approach that takes both the current situation and future developments into account, the objective of the Ethna-DYNAMISCH is to earn similar long-term returns to the equity markets but with lesser risks and drawdowns. Potential risks are managed mainly via active asset allocation and put options.

The net equity allocation of the Ethna-DYNAMISCH can vary between 0% and 100%. The fund also uses a value-based approach to stock picking in order to generate alpha. The volatility of the fund should not exceed 10%.

 

 

 

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.