SPINOZA GLOBAL ASSETS STRATEGY FUND
Global debt and equity fund withsystematic asset class allocation
Inflation has risen noticeably in the industrialized countries. Although central banks have started to raise interest rates, nominal interest rates are still below the rate of inflation, i.e. real interest rates remain negative. This makes it all the more difficult for investors to achieve real asset growth and protect their assets against inflation.
The Spinoza Global Assets Strategy Fund invests in various asset classes on a global scale. In addition to equities, corporate bonds and government bonds, the fund also invests in convertible bonds and precious metals. The primary objective is to generate attractive returns. The fund pursues an anti-cyclical investment approach: in times of high prices and high valuations of equity markets, the fund reduces its equity allocation and takes a more conservative stance. In times of low prices or low valuations, the fund increases its equity allocation and takes a more dynamic stance.
The fund adapts proactively and systematically to the market environment. For this purpose, the fund uses a proprietary investment model ("Systematic Rebalancing Model").
The fund invests globally. This enables the fund to seize investment opportunities in attractive growth markets while achieving a high degree of diversification. The selection of investments is based on a thorough, fundamental analysis of the respective countries, currencies, markets and companies.
The risk-reward ratio is decisive for every investment decision. To achieve attractive returns, certain price fluctuations must be accepted. For success, it is crucial to understand the risks precisely instead of trying to avoid them completely. Price fluctuations even offer considerable opportunities to the smart investor: in times of low prices, the investor can increase his exposure, thus benefiting from lower entry prices. Conversely, in times of high valuations the investor uses the optimism of the market to reduce his exposure and to reduce risks. Patience and deliberate action are decisive factors here.
|Fund category:||Balanced fund, global|
|Fund inception:||1 February 2016|
|Financial year end:||31 December|
|Minimum equity participation rate:||25%|
|Management company:||Crestbridge Management Company S.A.|
|Investment manager:||Spinoza Capital GmbH|
|Administrator:||CACEIS Bank, Luxembourg Branch|
|Depositary:||CACEIS Bank, Luxembourg Branch|
Fund: Spinoza Global Assets Strategy Fund
Share Class: A
Past performance is not a reliable indicator of future performance. Markets could develop very differently in the future. It can help you to assess how the fund has been managed in the past.
This chart shows the fund's performance as the percentage loss or gain per year over the last 10 years.
*2 February 2016 - 31 December 2016
The share class A was established on 2 February, 2016. Performance was calculated in EUR. All charges and fees were deducted when calculating the performance.
You have the following options to invest in the fund:
Spinoza Capital does not charge a subscription fee.If you invest into the fund through your bank or broker, please check that no subscription fee (0%) is charged.
Strategy: Debt and equity fund
Regional focus: Global
Current equity quota: 54%
Do you have any questions or are you interested to invest? Then please contact us at:
Phone: +49 69 5050 472 88