AERA Fund SICAV Global Asset Strategy

Investment Objective

The fund aims to achieve a positive total return in all market conditions over a 3 year rolling period by combining a number of investment strategies in a risk-managed portfolio and by investing principally in EUR denominated securities. Each strategy is selected based on a proprietary algorithm that works on different combinations of asset types including, but not limited to, equities, credit, interest rates, currencies, commodities and precious metals, inflation, real estate and/or volatility. Fund selection is determined by the identification of different risk regimes which in turn drive the allocation decisions.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.6 0.0 0.3 0.0 0.2 0.8 0.0 0.4 0.3 0.4 0.7 0.6 0.7
2019 0.1 0.7 0.3 0.2 0.9 0.5 0.5 0.1 0.4 0.4 0.5 0.4 0.7

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