Investment Objective
The Tungsten PARITON UI fund considers only assets that deliver an attractive risk/return ratio in the managements eyes. To avoid a one-sided allocation, weights to these assets are assigned using a special risk balancing method. Due to the low risk nature of certain asset classes the fund may at times employ leverage in order to achieve a relatively constant level of volatility. The expected return of the strategy is 3%-6% p.a. above the 1M EURIBOR.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.0 | 0.3 | 0.5 | 0.4 | 0.3 | 0.0 | 0.2 | 0.1 | 0.5 | 0.5 | 0.0 | 0.9 | 0.7 | |
| 2022 | 0.3 | 0.3 | 0.1 | 0.1 | 0.1 | 0.4 | 0.6 | 0.1 | 0.1 | 0.4 | 0.2 | 0.1 | 0.6 |
