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


Stable Equity Returns
Attractive Risk-Adjusted Returns

Expected Long-Term Return

5-10% p.a.


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 Equity Risk Management 

Identifying, quantifying and specifically steering market, factor and company specific risk according to the investment objective


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 


Fundamental Return Concept

Logic that equity returns of individual companies always follow their fundamental value creation in the 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

Request Factsheet

Please enter the value you see in the picture into the field.

* Ranges and average numbers serve as indications and shall not be interpreted as hard investment limits.

This website uses only technically necessary cookies.  Privacy Statement  |  Legal Notice  


Visitors of the website of Abaris Investment Management AG ("AIM") agree to the following terms and conditions. Without such declaration of consent, the AIM website may not be visited.

Some of the collective investment schemes named on the AIM website have not yet been authorized by the Swiss Financial Market Supervisory Authority FINMA for distribution in or from Switzerland. Therefore, all related information is exclusively addressed to qualified investors as defined in Art. 10 para. 3 of the Swiss Federal Act on Collective Investment Schemes (CISA).

The AIM Website is not intended for persons who, by reason of their nationality, place of business, residence or other reasons, are subject to any jurisdiction that prohibits the publication of or access to the content of the AIM Website.

Information published on the AIM website does not constitute a recommendation, an offer or a solicitation to buy or sell collective investment schemes, to engage in securities transactions or to conclude any legal transaction. Furthermore, information on the AIM website may neither serve as a basis for any decision-making with regard to any economic, legal, tax or other advisory issues, nor as a basis for investment decisions or other decisions solely on the basis of this information. Consultation with a qualified professional is essential and is hereby explicitly recommended.

The entire content of the AIM website is protected by intellectual property rights. You may download or print out a hard copy of individual pages and/or sections of the AIM website, provided any copyright or other proprietary notices are not removed and remain visible on such copies. All property rights remain with AIM. The complete or partial reproduction, transmission (electronically or by other means), modification, linking or use of the AIM website for public or commercial purposes is prohibited without the prior written consent of AIM.

The information published and opinions expressed on the AIM website are provided by AIM for personal use and informational purposes only and are subject to change without notice. AIM does not guarantee the accuracy, completeness or timeliness of the information and statements on the AIM website. AIM disclaims, without limitation, all liability for any loss or damage of any kind, whether direct, indirect or consequential, which might arise from the use of the AIM website, reliance on any information published on the AIM website, or any links to third-party websites.

Past performance is not indicative of future performance. Potential investors should note that investments may involve substantial risks and the investment value may increase or decrease.

I hereby confirm that I have taken note of the above information, in particular regarding the addressees of this website, and that I agree with the terms of use.