Activmandate
Balanced Strategy
Tailor-made management
Activmandate Philosophy
Activmandate is a core investment solution designed by a team of experts in asset management. Investment decisions are delegated to the Spuerkeess Asset Management’s portfolio management team, acting as the investment advisor. This dedicated team of experts gives recommendations on assets’ allocation and selection within the definite framework of the agreed investment strategy. The resulting portfolio is invested in accordance with a particular investor risk profile defined for each customer.
All in one investment solution
tailored to client's risk profileFunds & ETFs
Portfolio models are actively managed and diversified among major asset classes, geographies and currencies. The allocation choices are guided by the Global Asset Allocation Committee held on a monthly basis and composed of strategists and economists from Spuerkeess Asset Management. This target allocation is applied to the Activmandate model portfolio to make sure clients’ investments are always exposed efficiently and adapted to the current macroeconomic environment. All investments are made through funds and ETFs via a multi-management and open-architecture approach. Our portfolio
managers select the industry’s best-in-class asset managers, showing a strong and robust investment process and discipline. In a nutshell, Activmandate is an all-in-one investment solution, tailored to each customer’s risk profile. It provides access to an actively managed strategy that applies Spuerkeess Asset Management experts’ market views and invests in a diversified array of (in-house and third-party) funds managed by the best asset managers worldwide.
Efficient exposure
Investment Policy
The aim of the BALANCED strategy is long-term portfolio growth with relatively limited risk. This strategy’s assets are invested primarily in equities, bonds and/or money market UCI or in similar products and/or liquid funds. The strategy’s anticipating average equity weighting is 40% over the long term, depending on market trends. This type of investment is suitable for investors seeking medium- and long-term capital growth.
Allocation
Absolute
Performance
1,07%
12,43%
26,19%
Main investments
on September 30th, 2024
Main investments
9,22%
LUX-BOND LONG TERM EUR -M- CAP8,10%
ISHARES VII GOV.BD3-7Y ETF7,27%
JPMORGAN ETF EUR ULTRA SH-INC.6,44%
EUROPEAN SPEC M+G CR-WI CA5,34%
LUX-EQUITY GLOBAL -M- CAPKey figures
Risk level
Main investments
Balanced Strategy
