Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor Tungsten Capital Management GmbH
Portfolio Manager Lutz Klaus, Dominik Poiger, Siegfried Simon
Fund Currency EUR
Fund AUM €109.8m
Fund AUM (GBP) £95m
Fund AUM as of 16 September 2019
Fund Inception 02 June 2014
Fund Indices AH Multi Asset UCITS Index

Fund Objective

The Tungsten PARITON UI fund considers only assets that deliver an attractive risk/return ratio in the managements eyes. To avoid a one-sided allocation, weights to these assets are assigned using a special risk balancing method. Due to the low risk nature of certain asset classes the fund may at times employ leverage in order to achieve a relatively constant level of volatility. The expected return of the strategy is 3%-6% p.a. above the 1M EURIBOR.


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