Flexible investment guidelines - The fund invests pursuant to §14 (7) Item 4 of the Austrian Income Tax Act (Einkommensteuergesetz, EStG) in connection with §25 of the Austrian Pension Fund Act (Pensionskassengesetz, PKG), which makes it suitable as security coverage for pension provisions and for the utilization of the profit allowance. The mixed fund follows an active asset management approach that assesses the attractiveness of feasible investments and produces the current target allocation. A minimum of 70% is invested in EUR-denominated securities. The fund’s equity exposure (including corporate bonds) can be as high as 70%. To limit the risk during negative stock market periods, the equity exposure can be reduced down to 0%. In this case, the money is predominantly switched to investment funds with short-dated term deposits or bonds
Technical trading system - The fund’s investment strategy pursues a forecast-free total return approach that does not follow any benchmark. Based on a short to medium-term trend-following approach, the fully-automated trading programme developed by ARTS Asset Management adheres to clearly defined quantitative rules.
Flexible investment strategy - Equity, bond, or money market investments are selected according to market trends and investment policies. The aim of the portfolio management is to invest your money in the most promising asset classes.
If the fund invests in an asset class based on a present upward trend, this development nevertheless may give way to a downward trend.
Upward trends cannot be utilized until the fund invests in the relevant investment class.
Downward trends cannot be avoided until the fund disinvests from the relevant investment class.
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