Productos
Como hedge fund, creamos una variedad de productos que se adaptan a una amplia gama de inversores, desde principiantes hasta profesionales, con diferentes necesidades y objetivos.
Todos y cada uno de nuestros portafolios se basan en cantidades y se gestionan activamente.
Algunos de nuestros portafolios están restringidos exclusivamente a la recomendación de un profesional autorizado según las regulaciones del país, debido a su nivel de riesgo e instrumentos sofisticados. Si quieres saber más sobre nuestros productos pide cita.
Portfolio Insignia: EFI-Algotrade2
ISIN: XS2564083413
Vehicle de Inversión: ETN
Listado en: Bolsa de Viena
Trading: trading algorítmico de corto plazo
Tipo de activos: Equity, commodities and currencies
Nivel de riesgo: Moderate-High
Horizonte temporal de inversión: recomendado +5
Rentabilidad anual neta objetivo para el cliente: +15%
Management fee: 0.00 %
Redemption penalties: 0.00%
Performance fee: 50% of quarterly gross profits with high-watermark
Minimum initial: Depends on the broker and the country
Objective: This portfolio seeks to generate a sustained above-market return for the investor, with the lowest possible exposure to systemic risk.
History: The portfolio has exceeded the objectives set from the beginning, achieving a 23.00% return for our clients for more than 16 years.
While complying with the premise of keeping them protected from systemic risk and market crashes, such as the one that occurred during the COVID-19 pandemic or the market and bonds crash in 2022.
This is evidenced by 16 positive years versus only 1 negative year.
Performance Data
Net Returns
| Last Year | Last 3 Years | Last 5 Years | Last 10 Years | Last 15 Years | Since Inception |
|---|---|---|---|---|---|
40.02% | 12.08% | 11.00% | 12.06% | 20.12% | 22.95% |
Due to our robust high-watermark policy, our clients successfully rebounded from the 2022 downturn, achieving a net gain of +58% in 2023 and reaching a new all-time highs by March of that year.
Net Returns
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Years – The numbers are %
Due to our robust high-watermark policy, our clients successfully rebounded from the 2022 downturn, achieving a net gain of +58% in 2023 and reaching a new all-time highs by March of that year.
Positive years: 16 (94.11%)
Positive quarters: 55 (84.6%)
Best year: +83.79%
Negative years: 1 (5.88%)
Negative quarters: 10 (15.4%)
Worse year: -22.99%
Equity Curve for USD 100.000
invested in July 2007
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Annual Net Cummulative Return
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*Due to our robust high-watermark policy, our clients successfully rebounded from the 2022 downturn, achieving a net gain of +58% in 2023 and reaching a new all-time highs by March of that year.
Disclaimer:
The displayed performance data represents historical performance, and it is important to note that past performance does not guarantee future results. The current performance may vary, being either lower or higher than the cited performance data due to the frequency of updates. The information presented encompasses all associated costs inherent to the product. This ensures that the performance data accurately mirrors the actual gains or losses experienced by investors at each specific point in time.
| Último año | Últimos 3 años | Últimos 5 años | Desde el inicio |
|---|---|---|---|
40.02% |
16.46% |
14.97% |
23.34% |