The fund constitutes a flexible allocation strategy based on trend identification across asset classes.

Investment Theme

Asset class

Style

Funds Objective:

The THEAM Quant – Multi Asset Diversified Defensive fund aims to increase the value of its assets over the medium term by being exposed to a diversified portfolio, the components of which are chosen using a systematic selection method based on different asset classes (equities, credit, commodities and real estate). The exposure to the portfolio will be adapted in order to keep the fund’s annual volatility at a target level of 5%.

Key Points:

• Diversified investment universe covering several asset classes to multiply investment opportunities.
• Dynamic allocation, using a trend-following approach, entirely reviewed each day, to ensure reactivity to changing market conditions.
• A flexible fund suitable for defensive clients looking for return while limiting downside risk.

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