prudent growth fund

performance

Eonia + 600

volatility

5-10%

Portfolio Composition

Global Hedged

Investment Style

Equity Growth Hedged

“High growth with controlled volatility”

Investment philosophy

The Prudent Growth Strategy is a growth stock portfolio, moderate volatility and an absolute performance objective of Eonia + 500 basis points.

The porfolio consists of between 30 and 40 stocks (50% USA, 50% European Union). Each group of actions is hedged with representative futures indices of the region in which the companies are domiciled.

The strategy Growth bases its performance in companies which grow or will grow more than the average. By their differentiation in production processes, technology innovation, product design and a better adaptation to client needs have a real competitive advantage to maintain margins and increase benefits for the investor more than the rest of the market.

We believe a safer investment in a business with good perspectives and growth contrasted rather than searching company bargains which are suffering problems. Security brings investment and growth provides a security margin which enables maintaining investments during long periods. This philosophy enables to reduce too much portfolio rotation saving brokerage costs and reducing disinvestment periods, which ballast the global performance of the portfolio significantly in the long term.

In this portfolio, apart from growth, we search a high volatility control. We study portfolio beta with respect to market reference and we reduce it through indices futures. The superior growth of our stocks let us assume coverage costs during bullish periods and widely outperform the market during bearish periods.

The result is an investment experience much more relaxed than the traditional stock market with a superior performance in the long term.

PERFORMANCE

Investment vehicle

Sigma Fund is a Luxembourg registered Sicav which was set up in April 1995. It is registered in the list established in article 72 (1) of the Luxembourg Law dated 30th of March 1998 concerning collective investment institutions and is submitted to the second part of the aforementioned law.

Sigma Fund Sicav operates as an umbrella structure comprising different compartments with a different portfolio composition each.

  • Investment Manager: Altex Partners Gestión, SGIIC, SAU
  • Depositary bank: Kredietbank Luxembourg
  • Administrator: European Fund Administration
  • Auditor: KPMG
  • Daily Liquidity
  • Trades in : Luxemburgo

REAL RETURN fund

  • Performance
    Eonia + 400 basis points
  • Volatility
    4-6%
  • Portfolio Composition
    Multiactive (stocks, bonds, forex, derivatives, funds,ETFs)
  • Investment Style
    Global, Multistrategy, Stable. Prevail hedged strategies and volatility control.
  • Sensibility to market
    Moderate. Maximize stability.
  • Risk profile
    Moderate

Prudent Growth fund

  • Performance
    Eonia + 600 basis points
  • Volatility
    5-10%
  • Portfolio Composition
    Multiactive (stocks, bonds, forex, derivatives)
  • Investment style
    Developed markets, Growth. Equity growth hedged between 50% and 80%
  • Sensibility to market
    Low. Maximize alpha capture versus market beta. 
  • Risk profile
    Tolerant
  •  

Quality Stocks fund

  • Performance
    Long-term capital appreciation
  • Volatility
    + 10%
  • Portfolio Composition
    Stocks
  • Investment style
    Global, Growth, Unhedge
  • Sensibility to market
    High. Maximizes long term growth.
  • Risk profile
    Very Tolerant
  •  
  • Performance
    Eonia + 400 basis points
  • Volatility
    4-6%
  • Portfolio Composition
    Multiactive (stocks, bonds, forex, derivatives, funds,ETFs)
  • Investment Style
    Global, Multistrategy, Stable. Prevail hedged strategies and volatility control.
  • Sensibility to market
    Moderate. Maximize stability.
  • Risk profile
    Moderate
  • Performance
    Eonia + 600 basis points
  • Volatility
    5-10%
  • Portfolio Composition
    Multiactive (stocks, bonds, forex, derivatives)
  • Sensibility to market
  • Developed markets, Growth. Equity growth hedged between 50% and 80%.
  • Sensibility to market
  • Low. Maximize alpha capture versus market beta.
  • Risk profile
    Tolerant
  •  
  • Performance
    Long-term capital appreciation
  • Volatility
    + 10%
  • Portfolio Composition
    Stocks
  • Investment style
    Global, Growth, Unhedge
  • Sensibility to market
    High. Maximizes long term growth.
  • Risk profile
    Very Tolerant
  •  

C/ María de Molina 5
28006 – Madrid – Spain
Email: altex@altexpartners.com
Telf: 00 34 91 383 61 30
Fax: 00 34 91 302 70 17

Customer service hours:
Morning: De 9:00 a 14:00
Afternoon: De 16:00 a 19:00

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