Maximum capital growth with predictable risk.

The ideal investment for all those who intend to achieve attractive long term profits without being dependent on reliable earnings on a regular basis. The money will be invested mostly in equity shares. Through Kathrein Privatbank’s quantitative investment style and cooperation with experienced international partners we provide for highest possible risk minimization.

Kathrein Mandatum 50 (Balanced diversified investment management)

45 % of the volume is placed in equity and bond funds and 10% in alternative investments. While not yielding the earnings of a pure equity shares portfolio, this balanced risk profile however is characterized by considerably less fluctuation swings. After five years, the loss risk of this investment drops to a minimum.

Kathrein Risk Optimizer
(Balanced dynamic investment management with limited risk)

The mixed fund management by Kathrein Privatbank pursues regular earnings and moderate capital growth. Dynamic weighting of the equity share/bond quota results in benefiting from risking equity share markets and limiting losses when prices decrease.

Kathrein Dynamic Asset Allocation Fund

The Kathrein Dynamic Asset Allocation fund is a total return fund with the objective of earning a positive return in all market phases. In order to achieve this goal, the asset allocation is completely flexible with the equity, bond, cash, real estate and commodity exposure each varying between 0-100 %. The decision how to weight the individual asset classes is driven by a quantitative model that examines the asset classes by country, sector or topic in accordance to algorithm that should allow the investor to profit from trends. The implementation is via cost efficient exchange traded funds.

Kathrein Arche Noah Fund

The fund’s investment strategy aims to preserve capital in extreme economic situations, such as currency crises or reforms, hyper-inflation, national bankruptcies and economic decline ("depression”) better than traditional investment approaches. The selected portfolio structure is based on analyses of various securities classes in historically similar crises. In some extremely adverse economic scenarios certain investment categories can cushion losses but cannot prevent them entirely. The fund invests in government bonds of the European core nations and emerging markets, inflation-protected bonds, commodity ETCs (Exchange Traded Commodities), currencies of countries with responsible fiscal and monetary policies, global equities, emerging market equities and real estate equities in the form of ETFs (Exchange Traded Funds).

ORS DUO