Investment Objective
The Assenagon Balanced EquiVol aims to generate a positive return in the medium term by investing in equity and volatility markets. In order to achieve the investment objective, the fund combines an equity and a volatility strategy. The equity strategy invests systematically in global equity markets based on market capitalisation. ESG criteria are actively taken into account in the investment process, particularly with regard to improving the ESG scores and significantly reducing the carbon footprint compared to the overall market. The volatility strategy uses volatility as a source of return and aims to achieve positive returns particularly in market phases with increased volatility.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.9 | 0.3 | 0.0 | 0.6 | 0.3 | 0.0 | 0.8 | 0.9 | 0.7 | 0.6 | 0.7 | 0.7 | 0.5 | |
| 2022 | 0.7 | 0.6 | 0.7 | 0.9 | 0.1 | 0.1 | 0.1 | 0.5 | 0.6 | 0.8 | 0.6 | 0.2 | 0.9 |
