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Our forex strategy –
strong even in times of crisis
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Currency funds
Making forex work for you in all market phases
There are many reasons why currency funds are a good idea. With a daily turnover of USD 4 billion the currency market is the largest and most liquid in the world and is independent of the economic cycle. Studies have shown that including forex in the mix can enhance the entire portfolio’s efficiency while offering attractive returns even in weak market phases.
The most convenient way for investors to benefit from the currency market is not to invest directly in it, but rather in a currency fund. Professional currency fund managers keep a close eye on the market on your behalf, using sophisticated systems to make the most of exchange rate fluctuations.
Portfolio Concept’s advantage fx systematic is a currency fund that has performed reliably even in times of crisis. Its technical approach to trading has proven stable in a wide variety of environments while generating consistent rates of return. Its risk-adjusted investment methodology is purely quantitative, allowing us to systematically leverage all statistical principles.
The advantages of the quantitative approach:
- A consistent investment process
- Systematic decisions
- Full independence from the portfolio manager
- Avoidance of common behavioral finance errors
The result is a portfolio with consistent returns in the presence of low volatility.
| "B" tranche | "I" Tranche | "A" Tranche | |
|---|---|---|---|
| ISIN | LI0113202514 | LI0113202530 | LI0113202522 |
| WKN | A1C18E | A1C18F | A1C18D |
| Fund type | accumulating | accumulating | distributing |
| Management fee | 1,30% | 0,65% | 0,65% |
| Min. investment | 1 share | EUR 500.000 | EUR 500.000 |
| Front load | max. 5% | – | – |