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.
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.
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.
The Kathrein Arche Noah fund pursues the investment objective to maintain the purchasing power of the assets in extreme situations such as a break-up of the Euro or the bankruptcy of a Euro member state (the so called Arche Noah concept). The investment management company does not provide a guarantee. The fund may invest up to 100 % in bonds and money market instruments of countries, supranational organizations and/or companies as well as in stocks, funds, current and term deposits. No restrictions exist with respect to the credit rating, currency and sector. The fund may invest more than 35 % of total assets in securities/money market instruments of the following issuers: Belgium, Germany, Finland, France, Netherlands, and Austria. The fund may as part of the investment strategy invest a majority of derivative instruments as well as use derivatives for hedging purposes.
The NDR Active Allocation - Kathrein fund is a dynamically managed balanced fund-of-fund using exchange traded funds (ETFs) for the various asset classes of stocks, bonds, and money markets. The individual asset classes can be over or underweighted based on quantitative models depending on the current market situation independent of the benchmark. The investment decisions may use the research and the capital market forecasts of Ned Davis Research (NDR).