Steady earnings with low risk
These products are categorized by relatively lower fluctuation and more steady income in the medium and long term. The long term investment horizon and broad diversification reduce risks.
International government bonds in local currency
An international bond benchmark forms the basis for controlling performance. The capital will be invested in international government bonds or bonds of debtors of first class financial standing. Optimal supplement to the EUR bond investment.
Conservative diversified asset management in USD
The Kathrein Mandatum 15 USD pursues regular profits and moderate capital growth. About 85% of the volume is invested in bonds and in bond funds and about 15% in equity funds.
Conservative diversified asset management in EUR
Mixed fund of funds, presently invested in 20% equity, 70% bond funds and 10% alternative investments (Pantheon Private Equity, Dow Jones Hedge Fund Strategy Benchmark). The investment is placed in Kathrein Privatbank and Russell Investment Company equity and bond funds. Higher earning opportunities than with pure government bonds at slightly increased risk.
Highly rated bonds in USD-dollar currency
This USD bond fund invests only in government bonds of the United States of America and in highly rated bonds of international debtors issued in USD. The objective of this investment is to achieve stable profits with small fluctuations.
The Kathrein Euro Inflation Linked Bond fund invests primarily in Euro denominated inflation linked bonds of high quality issuers. This provides the fund protection against inflation in the Euro zone. The investment should provide real returns with relatively low risk. The medium to long-term goal of the fund is to achieve a return higher than the benchmark using quantitative models. Specifically a model will be used to alter the average maturity of the fund. The models success is based on the premises that capital market interest rates follow economic cycles and will therefore exhibit trends.
The Kathrein Euro Core Government Bond invests mainly in government bonds of the former "hard" currency countries Germany, Austria, France, Netherlands, Belgium and Finland. In addition to the strict country criteria, a minimum rating criteria of AA will be targeted. The benchmark is EFFAS Germany >1 Year. The fund's objective is to provide stable returns over a medium-term horizon above and beyond the benchmark by implementing a model, which is based on the assumption that the business and central bank interest rate cycles translates into trends in government bond markets.