Multi Asset Diversified Defensive is a flexible allocation strategy based on trend identification across asset classes
The objective of the THEAM Quant – Multi Asset Diversified Defensive Fund is 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 government bonds). The exposure to the portfolio will be adapted in order to keep the Fund annual volatility at a target level of 5%.
- Firstly, diversified investment universe covering several asset classes to multiply investment opportunities.
- Moreover, dynamic allocation using a trend following approach, entirely reviewed each day, to ensure reactivity to changing market conditions.
- In addition, a flexible fund suitable for defensive clients looking for return while limiting downside risk.
- At last, an investor friendly framework: UCITS, eligible for the PEA and with daily liquidity.
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