ALTEX Stability

"Maximizes the portfolio stability"

Investment philosophy

Altex Stability combines strategies with low correlation with market indeces and between them to increase the stability and sustainable growth.

The exposure to equity unhedged goes from 10 to 20%.

The portfolio seeks a performance objective of Eonia + 2% for an horizon from 2 to 3 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