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    Factsheet AlfaAdvisor Total Return Q4 2017

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    AlfaAdvisors
    The AlfaAdvisors Total Return Real-Money Reference Portfolio aims to achieve long-term capital appreciation with an emphasis on capital preservation and stable absolute returns regardless of market conditions. It utilizes a top-down allocation process combined with bottom-up fundamental analysis to take advantage of economic, technical, and valuation opportunities across multiple asset classes and sectors. Since inception in January 2016, the portfolio has outperformed major stock and bond market indexes with lower volatility and drawdowns.

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    Factsheet AlfaAdvisor Total Return Q4 2017

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    AlfaAdvisors
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    The AlfaAdvisors Total Return Real-Money Reference Portfolio aims to achieve long-term capital appreciation with an emphasis on capital preservation and stable absolute returns regardless of market conditions. It utilizes a top-down allocation process combined with bottom-up fundamental analysis to take advantage of economic, technical, and valuation opportunities across multiple asset classes and sectors. Since inception in January 2016, the portfolio has outperformed major stock and bond market indexes with lower volatility and drawdowns.

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    https://www.wikifolio.com/de/de/w/wf01advise

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    The AlfaAdvisors Total Return Real-Money Reference Portfolio aims to achieve long-term capital appreciation with an emphasis on capital preservation and stable absolute returns regardless of market conditions. It utilizes a top-down allocation process combined with bottom-up fundamental analysis to take advantage of economic, technical, and valuation opportunities across multiple asset classes and sectors. Since inception in January 2016, the portfolio has outperformed major stock and bond market indexes with lower volatility and drawdowns.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    22 views1 page

    Factsheet AlfaAdvisor Total Return Q4 2017

    Uploaded by

    AlfaAdvisors
    The AlfaAdvisors Total Return Real-Money Reference Portfolio aims to achieve long-term capital appreciation with an emphasis on capital preservation and stable absolute returns regardless of market conditions. It utilizes a top-down allocation process combined with bottom-up fundamental analysis to take advantage of economic, technical, and valuation opportunities across multiple asset classes and sectors. Since inception in January 2016, the portfolio has outperformed major stock and bond market indexes with lower volatility and drawdowns.

    Copyright:

    © All Rights Reserved
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    of 1

    AlfaAdvisors' Total Return

    Real-Money Reference Portfolio on wikifolio.com

    At the forefront of low-volatility portfolios on wikifolio.com FACTSHEET Q4 2017

    Investment Objective Key Facts


    Long-term capital appreciation with an emphasis on capital preservation Inception: 19.01.16
    and stable absolute returns regardless of prevailing market conditions Status: Investable
    Funds Category: Multi Assets
    Fund Investment Strategy Funds Style: Absolute Return
    Top-Down allocation process to determine asset classes and sector selection Benchmark None
    combined with a bottom-up fundamental evaluation of individual Certificate fee: 0,95%
    opportunities. The process takes into account a combination of economic and Performance fee: 5% (High Water Mark)
    technical indicators, investor sentiment, liquidity and valuation measures.
    Several tactical strategies are complemented to strategic allocation. Wikifolio Awards

    Possible Advantage for Investors ➢ Good Money Manager


    - Extra diversification for traditional equity/bond portfolio ➢ Continous growth
    - Stable returns irrespective of economic and/ or market conditions ➢ Actively diversified
    - May help improving portfolio performance & efficiency ➢ Regular activity
    ➢ Trades entire universe
    Performance Summary ➢ Frequently Bought
    Absolute Return in % AlfaAdvisors Euro Stoxx EU Sovereign ➢ Loyal Investors
    As of 09.01.2018 Total Return 50 ETF TR Debt ETF
    1 Month 1,6 1,29 -1,5 Wikifolio Ranking
    3 Month 6,44 0,47 0,4
    6 Month 6,94 4,65 1,5 1st Max. Drawdown < 3%
    1 Year 22,97 12,54 0,7 among 1007 Wikifolios

    Since Inception (15/01/16) 39,93 26,2 2,46 1st Max. Drawdown < 5%
    Year-to-Date 0,76 3,86 0,29 among 2350 Wikifolios

    TOP 5 among all 20.000 Wikifolios


    Risk Metrics
    AlfaAdvisors Euro Stoxx EU Sovereign Portfolio Manager
    As of 29.12.2017 Total Return 50 ETF TR Debt ETF Jonas H. Fadel
    Sharpe Ratio
    Correlation
    2,5 0,81 0,37 ➢ Responsible for Stategy,
    Research & Portfolio Allocation
    ➢
    1 -0,06 -0,03
    (Portfolio to Asset) M.Sc Finance & Investment
    Annualized Volatility
    Volatility of Positive Returns
    7,18%
    8,53%
    17,16%
    11,57%
    3,70%
    2,19%
    ➢ 8 years of experience

    Volatility of Negative Returns 2,49% 13,47% 2,73% For more information:


    % Positive Month 71% 67% 63% Mail: [email protected]
    Max. Day-Profit 5,45% 4,03% 0,69% www.facebook.com/AlfaAdvisors
    Max. Day-Loss 0,89% 8,73% 1,04% https://twitter.com/AlfaAdvisor 1

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