enEnglischAbaris Stable Equity (UCITS V)
Fund Description
Abaris
Stable Equity targets stable equity returns with low drawdowns and diversification benefit to US government bonds.
The fund is designed as a conservative equity base allocation in wealth management
portfolios.
Key Fund Characteristics
Objective
Stable Equity Returns
Attractive Risk-Adjusted Returns
Expected Long-Term Return
5-10%
p.a.
Volatility
Lower Drawdowns in Equity Market Sell-Offs
Market Capitalization Focus
All Caps, Focus Large Caps
Equity Positions
70-120 Equities
Sector Allocation
from all Sectors
Portfolio Construction
80-100% Equities
Permanent Equity Hedge (Ø 50%)
Recommended Holding Period
> 3 Years
How the Fund is Different
- Long-term investment success based on a compelling logic
- Fundamentally different stock selection process based on the Abaris Fundamental Return Concept
- Application of all risk management frameworks (short-/mid-/long-term)
- Decomposition of risk into market, factor and idiosyncratic risk to achieve a stable equity curve
- Portfolio of fundamentally uncorrelated high quality companies from all sectors with superior risk-adjusted value creation
- Long-term equity returns with substantially lower volatility than large cap equity indices
Applied Frameworks
Short-Term
Short-Term Equity Risk Management
Identifying, quantifying and specifically steering market, factor and company specific risk according to the investment objective
Mid-Term
Macroeconomic Analysis
Adjusting the portfolio according to the macroeconomic outlook based on the quantity equation
Applied in the ASE to achieve a stable equity portfolio with low volatility
Long-Term
Fundamental Return Concept
Logic
that
equity returns of individual companies always follow their fundamental value
creation in the long-term.
Long-Term
Collective Investment Intelligence
Systematic
analysis of the equity positions of the world’s best investors based
on
mandatory regulatory filings.
Applied to achieve attractive long-term returns
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* Ranges and average numbers serve as indications and shall not be interpreted as hard investment limits.