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Objective

The objective of the fund is to generate absolute performance decorrelated from the global markets, maintaining low volatility. The fund aims to achieve an annualized performance target of between 3% and 5% with a volatility between 2% and 5%.

Strategy

To reach the objective through a diversified basket of third-party equity and alternative funds and tactical views through ETFs.

Philosophy

Provide stable returns in different markets environments.

Approach

Broad asset allocation determined by macro-economic analysis. Tactical views determined by short-term market outlook, fundamental analysis, sector valuation.

Contacts

21 Rue Aldringen
L-1118 Luxembourg
Tel: +352 27 85 47 1

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Terms and conditions

The website accessible at www.aism.lu is for information purpose only. Nothing contained herein constitutes or shall be deemed to constitute a financial, legal, tax or other advice of any kind and no information on the Website shall constitute or deem to constitute a solicitation or an offer to purchase or invest in, any financial products which are referred to on the Website.

If, in spite of the above, you were to take or consider taking an investment decision based on the information contained on the Website, then you expressly acknowledge and/or agree: that you must be, as the case may be, an investor who is legally or otherwise duly authorised to seek information about the funds referred to or described on the Website; that no investment decision shall be made solely on the basis of the information provided on the Website; that investment in any of the funds referred to on the Website can only be made after careful review, as the case may be with the assistance of its financial advisor, of the corresponding funds' or sub-funds' relevant documentation; that careful attention should, in particular, be given to, as the case may be, the articles of incorporation or management regulations, detailed prospectus or key investor information document, latest available annual and semi-annual reports, as applicable, and of the specific risks exposed in such documents; and that all investments involve risks and that it is your responsibility to collect relevant information about the risks inherent to any investment; that the value of investments and the income from them may go down as well as up and that you may not get back the amount originally invested, and that past performance is not a guide to future performance, hence that any past performance figures shown are not indicative of future performance.

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