Description
The flexible mixed fund - Intalcon Global Opportunities - invests in equities worldwide. The systematic investment strategy reacts in a flexible way to quickly take advantage of market changes. As a direct result, the proportion of equities in the portfolio constantly changes to meet market dynamics. Depending on the market situation, gold can be added on the basis of ETCs. Additionally, futures contracts on equity indices, bond indices and currencies are traded in order to ensure efficient management of the investment and increase diversification. The fund can hold up to 100% in cash.
Investment decisions for buying and selling, position size and risk management are made quantitatively, i.e. systematically, and are based on algorithms that have been tested and proven in practice over many years. Different price patterns are combined to form a robust overall strategy. The aim of the rule-based approach is to achieve an attractive return with reduced risk.
Share Class I: A3E17P / DE000A3E17P8
Share Class I plus: A3E17Q / DE000A3E17Q6
Awards
Fund Category
Multi-Asset, flexibel
Investment Universe
Equities, Bonds, Precious Metals, Currencies, Derivatives
Investment Decisions
quantitative
Target Annual Return
as high as possible, independent of the market environment
Management Company
Universal Investment
Depositary
Hauck Aufhäuser Lampe
Investment Advisor
Intalcon Asset Management
Fund Initiator / Distribution
Agathon Capital
Euro Short Term Rate + 3%
Euro Short Term Rate + 3%
* Derivatives may include options and futures
** Others may include receivables, liabilities and dividend claims
Sustainability
Intalcon Asset Management receives remuneration for its fund advisory services. 20% of all income is donated to the non-profit
Intalcon Foundation. The Foundation uses these funds to finance measures to curb global warming and to restore biodiversity and nature education for children, among other things. Projects that have a measurable impact and contribute to the United Nations' Sustainable Development Goals.
ABOUT Intalcon
Intalcon Asset Management is the bank-independent fund advisor of the Intalcon Global Opportunities Fund and a provider of algorithms for trading securities to systematically trade different asset classes such as equities and bonds.
The company's founders and managing directors,
David Pieper and
Klaus Wobbe, have spent more than 20 years advising institutional investors and portfolio managers worldwide on the development of rules-based investment strategies. This expertise forms the basis of the Intalcon Global Opportunities Fund which is offered both as a mutual fund and for institutional investors in two different tranches.
NOTICE
Intalcon Asset Management GmbH acts exclusively for the account and under the liability of NFS Netfonds Financial Service GmbH, Heidenkampsweg 73, 20097 Hamburg, within the scope of investment advice pursuant to Section 2 (2) No. 4 WpIG. NFS is a securities institution pursuant to Section 2 (1) WpIG and holds the necessary licences from the German Federal Financial Supervisory Authority (BaFin).
