80% peak guarantee - The fund offers investors an 80% peak guarantee (by Barclays Bank PLC, London) on the highest daily fund price ever reached. Applying a mathematical model (CPPI), the guarantor determines how much may be invested in ARTS Asset Management’s technical trading system, depending on the market situation.
Technical trading system - The fund’s investment strategy outside the guarantee portion pursues a forecastfree total return approach that does not follow any benchmark. Based on a short to medium-term trend-following approach, the fully-automated trading programme adheres to clearly defined quantitative rules. Investments are made in the sectors and regions with the strongest trends. The fund invests predominantly in target funds.
Flexible investment guidelines - The fund follows an active asset management approach that assesses the attractiveness of feasible investments and produces the current target allocation. Depending on the market situation, the fund can raise its equity exposure up to 50%. To limit the risk during negative stock market periods, the equity exposure can be reduced down to 0%.
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.
Avoidance of long-term drawdowns - Systematic risk management is embedded in the total-returnmodel, acting free of human emotions.
The guarantor, Barclays Bank PLC, is subject to the general, market-dependent risk of default (credit risk), which can mean that in the case of default, the guarantor cannot meet/fulfill its promised guarantee (peak guarantee).
If the product invests in an investment class based on a present upward trend, this development nevertheless may give way to a downward trend.
Upward trends cannot be utilized until the product invests in the relevant investment class.
Downward trends cannot be avoided until the product disinvests from the relevant investment class.
|Semiannual Report EN|
|Sales Prospectus EN|
|Statement of Account EN|