Launch of the Patrimonium fund

The following two tabs change content below.

Frank Dan Jensen

Partner

We are happy to announce the launch of Patrimonium Fund, managed by Almagest Wealth Management.

The purpose of the fund is to provide savers an alternative.

An alternative storage of wealth to bank deposits with no capital coverage beyond €100k and with poor interest rates.

Return target:
2% to 7% p.a. (net of fees) over a 3-5 years investment horizon.

Volatility target:
lower than 5% p.a.

Investment objective:
To provide investors with a broad and well-diversified exposure to global markets in

  • Equities
  • Fixed income
  • Commodities
  • Currencies

A flexible allocation method based on volatilities and correlations

  • Reduces or removes holdings of assets whose volatility is increasing
  • Controls the overall volatility of a portfolio

In principle it can be used on a portfolio composed of any asset type

Based on a simple, but well-known asymmetry:

  • Volatility increases more when an asset is falling than when it increases

We apply the method actively managing a universe of passive ETF’s.