Investment Objective
The Lansdowne Endowment Fund offers investors a portfolio designed to emulate the investment style of long-term, patient investors such as university endowments or ultra-rich families. A UCITS-compliant fund-of-funds, the portfolio is managed by Martin Friedrich. The investment process comprises several stages and offers optimization strategies designed to balance out risk and return aspects of the underlying portfolio. Both strategic and tactical allocation are based on proprietary Lansdowne models which are regularly updated and monitored. The fund provides daily liquidity and accesses an extremely diversified investment universe. Because of its design, the fund combines this diversification with access to specialized managers.
Reference Index
50% MSCI World 50% BBG Global Aggregate (EUR Hedged)
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.2 | 0.9 | 0.1 | 0.7 | 0.7 | 0.3 | 0.9 | 0.3 | 0.4 | 0.6 | 0.7 | 0.2 | 0.8 | |
| 2024 | 0.3 | 1.0 | 0.2 | 0.8 | 0.5 | 0.5 | 1.0 | 0.0 | 0.5 | 1.0 | 0.7 | 0.2 | 0.3 |
