Altex Flexibility
"Maximizes adaptability to market cycle"
Investment Philosophy
Altex Flexibility combines a medium weight in equity (40-60%) which is hedged dynamically with short positions in market indexes. In bullish periods the coverage will be low, between 0% and 40% of the portfolio in equity, and in bearish periods the coverage will be high, betwwen 60% and 100%. During lateral periods a medium coverage will be maintained, between 40% and 60%. The rest of the portfolio will combine strategies that favor uncorrelation and volatility control.
The portfolio seeks a performance objective of Eonia + 4% for an horizon from 3 to 5 years.
PERFORMANCE
INVESTMENT VEHICLE
This portfolio is offered as discretionary management and investment advisory.
- Performance
Eonia+ 200 basis points - Volatility
3-6% - Portfolio Composition
Multiactive (stocks, bonds, forex, derivatives, funds, ETFs) - Investment style
Global, Multistrategy, Stable. Prevail hedged strategies and volatility control. - Sensibility to market
Moderate. Maximizes stability. - Risk profile
Moderate
- Performance
Eonia+ 400 basis points - Volatility
5-10% - Portfolio Composition
Multiactive (stocks, bonds, forex, derivatives, funds, ETFs) - Investment style
Global, Multistrategy, Flexible. The exposure to equity unhedged varies from 0 to 60%. - Sensibility to market
Variable. Maximizes adaptation to economic cycle. - Risk profile
Tolerant
- Performance
Eonia+ 600 basis points - Volatility
8-14% - Portfolio Composition
Multiactive (stocks, bonds, forex, derivatives, funds, ETFs) - Investment style
Global, Multistrategy, Growth. Holds a high percentage in equity unhedged (60%-100%). - Sensibility to market
High. Maximizes long term growth. - Perfil de riesgo
Very Tolerant
- Performance
Eonia+ 200 basis points - Volatility
3-6% - Portfolio Composition
Multiactive (stocks, bonds, forex, derivatives, funds, ETFs) - Investment style
Global, Multistrategy, Stable. Prevail hedged strategies and volatility control. - Sensibility to market
Moderate. Maximizes stability. - Risk profile
Moderate
- Performance
Eonia+ 400 basis points - Volatility
5-10% - Portfolio Composition
Multiactive (stocks, bonds, forex, derivatives, funds, ETFs) - Investment style
Global, Multistrategy, Flexible. The exposure to equity unhedged varies from 0 to 60%. - Sensibility to market
Variable. Maximizes adaptation to economic cycle. - Risk profile
Tolerant
- Performance
Eonia+ 600 basis points - Volatility
8-14% - Portfolio Composition
Multiactive (stocks, bonds, forex, derivatives, funds, ETFs) - Investment style
Global, Multistrategy, Growth. Holds a high percentage in equity unhedged (60%-100%). - Sensibility to market
High. Maximizes long term growth. - Perfil de riesgo
Very Tolerant