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Abaris 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

Low Volatility
Lower Drawdowns in Equity Market Sell-Offs

Market Capitalization Focus

All Caps, Focus Large Caps

Equity Positions

70-120 Equities

Sector Allocation

Fundamentally Defensive Companies

from all Sectors

Portfolio Construction

0-20% Cash
80-100% Equities
Permanent Equity Hedge (Ø 50%)

> 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

Share Classes

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