SPINOZA GLOBAL ASSETS STRATEGY FUND

Global debt and equity fund with
systematic asset class allocation

The Spinoza Global Assets Strategy Fund invests in various asset classes on a global scale. In addition to equities, corporate bonds and government bonds, the fund also invests in convertible bonds and precious metals. The primary objective is to generate attractive returns. The fund pursues an anti-cyclical investment approach: in times of high prices and high valuations of equity markets, the fund reduces its equity allocation and takes a more conservative stance. In times of low prices or low valuations, the fund increases its equity allocation and takes a more dynamic stance.

The fund adapts proactively and systematically to the market environment. For this purpose, the fund uses a proprietary investment model ("Systematic Rebalancing Model").

„Basically, price fluctuations have only one significant meaning for the true investor. They provide him with an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal.“

Benjamin Graham

The fund invests globally. This enables the fund to seize investment opportunities in attractive growth markets while achieving a high degree of diversification. The selection of investments is based on a thorough, fundamental analysis of the respective countries, currencies, markets and companies.

The risk-reward ratio is decisive for every investment decision. To achieve attractive returns, certain price fluctuations must be accepted. For success, it is crucial to understand the risks precisely instead of trying to avoid them completely. Price fluctuations even offer considerable opportunities to the smart investor: in times of low prices, the investor can increase his exposure, thus benefiting from lower entry prices. Conversely, in times of high valuations the investor uses the optimism of the market to reduce his exposure and to reduce risks. Patience and deliberate action are decisive factors here.