Altex Growth

"Maximizes growth in the long term"

Investment philosophy

Altex Growth holds a high weight on equity unhedged (between 60% and 100%). Seeks to take advantage of the opportunites of higher growth assuming a higher volatility. It can invest until 40% of the portfolio in uncorrelated strategies or hedged depending on market vision. Seeks to maximize the performance with strategies of a higher volatility.

The portfolio´s investment objective is Eonia + 6% for an horizon from 5 to 7 years.

PERFORMANCE

INVESTMENT VEHICLE

This portfolio is offered as discretionary management and investment advisory.

ALTEX Estabilidad

  • 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

ALTEX Flexibility

  • 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

ALTEX Growth

  • 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
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