Investment Objective
LLB Strategie Total Return 2.0 is an actively managed asset allocation fund providing our response to the challenges posed by the comeback of inflation. It is based on a refined total return approach with a target allocation of 50% equities und 50% diversifiers. Its investment objectives are attractive risk adjusted returns and value preservation in times of crisis. To counter equity losses we rely primarily on cost-efficient alternative diversifiers (predominantly Liquid Alternative UCITS funds) that function more reliably than government bonds.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.4 | 0.3 | 0.2 | 0.4 | 0.0 | 0.4 | 0.5 | 0.3 | 0.0 | 0.2 | 0.5 | 0.9 | 0.9 | |
| 2022 | 0.3 | 0.9 | 0.8 | 0.4 | 0.3 | 0.5 | 0.5 | 0.2 | 0.3 | 0.9 | 0.5 | 0.1 | 0.8 |
