is that, in the long term, by losing less you win more.
Our experience in over 90 years of asset management
“OUTPERFORM BY LOSING LESS”
|Global Balanced USD||4.79||10.78||5.29||2.42||-12.51||21.26||9.21||1.72||9.45||7.16||7.84||2.78||3.69||5.60||-7.40||15.71||-1.14||3.36|
|Global Balanced EUR||4.80||10.71||5.30||2.42||-12.51||21.26||9.21||1.72||9.45||7.15||7.84||2.78||3.69||4.13||-9.74||12.00||-2.94||2.82|
|US Income USD||2.89||0.04||4.36||2.20||-11.12||14.60||12.21||5.21||13.76||4.63||7.56||-0.93||6.76||9.49||-6.23||14.91||-4.02||-2.18|
|US Income EUR||3.44||0.41||5.09||3.07||-10.89||15.17||12.84||5.73||14.32||5.20||8.05||-0.48||7.29||9.71||-6.86||12.10||-5.72||-2.27|
* Figures shown are based on backtesting the funds over a period of 20 years until the 15th March 2017 for the Global Balanced Fund and the 15th March 2018 for the US Income Fund. These performance figures reflect what a client would have received net of fees.
Investing well is defining objectives, planning strategies
and choosing the most appropriate product,
managing in the most efficient way
The investment objective of the funds is to achieve capital appreciation for the investor in medium term, with a focus on capital preservation. The funds attempt to achieve this objective by seeking investment strategies of the best managers with the principle of risk diversification, directly or indirectly, through worldwide investments, mainly in global equities, investment grade and high yield bonds and money market instruments among others.
The funds are managed by following a geographical and sectoral diversification, based on a dynamic investment methodology. Their flexible allocation permits mitigating capital fluctuations, whilst the best source of profit is searched for. The funds are ideal for investors that seek to maximize profit with a conservative approach and very low volatility.
The Alioth Funds are an investment vehicle designed to achieve
the objectives of a correct wealth planning.
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