Portfolio Hedge

INVESTOR PROFILE

For investors that, in addition to positive returns, seek diversification with a product whose best scenario occurs when there is an increase in volatility and drops in equity markets.

OBJECTIVE

Achieve positive returns in rising years of the S&P 500 and overcome the reverse of declines in falling years.

STRATEGY

Combination of constant income generating strategies in sideways or weakly bullish markets together with tail risk hedging strategies.

TYPE OF INVESTMENT

Managed Account

RISK TYPE

High Risk investor

CLASS A Factsheet

Minimum investment: EUR 5,000,000

Management fee: 2% + VAT

Performance fee: 0%

CLASS B Factsheet

Minimum investment: EUR 5,000,000

Management fee: 0%

Performance fee: 20% + VAT