The Ridgeview Multi-Assets Fund aims for capital appreciation by investing in a diverse mix of assets, including stocks, government bonds, gold, commodities, and Bitcoin. Using mathematical and statistical methods, the fund actively manages positions based on macroeconomic trends and return time-series dynamics. While our approach leverages sophisticated systems, our team remains actively engaged, much like a vigilant co-pilot in a self-driving car, ensuring every strategy is carefully monitored to deliver results.
The fund is denominated in euros(€).
Currency Weighting
USD: 53%, EUR: 34%, Others: 13%
last 10 years
CAGR: 23.9% | Risk: 11.8% | Max draw down: 13% | Annual turnover: 136% | Sharpe: 2.02
last 5 years
CAGR: 28.6% | Risk: 12.6% | Max draw down: 13% | Annual turnover: 120% | Sharpe: 2.27
Results presented above include notional transaction costs and slippage but are gross of the Fund fees.
Stocks
Over the long term, stocks is the most lucrative investment category. We focus on long-term growth by investing in unique businesses. We exclusively select companies with an excellent operational track record, a position of global dominance in their industry and resilience to change in economic trends.
Preferably stocks that are not part of a US index fund. Most of our picks are from western Europe.
Nasdaq 100
We trade the NASDAQ-100 for US stocks exposure due to its potential for growth and innovation. This index includes leading tech giants at the forefront of technological advancements. It also offers diversification across sectors and provides global exposure through multinational companies. Historically, it has outperformed other major indices and its high liquidity ensures efficient trading.
Fixed Income
We actively trade Fixed income to diversify our portfolio, lowering overall risk due to its low correlation with other types of asset. Government bonds provide capital preservation and are essential for managing risk amid market fluctuations.
Gold
Gold acts as a hedge against market volatility and economic uncertainty due to its low correlation with traditional assets. With its limited supply and strong global demand gold offers long-term value appreciation potential. Holding gold enhances portfolio resilience, mitigate risks, and maintain a balanced investment approach.
Commodities
Typically gaining value during inflationary periods. They reflect global economic trends as essential raw materials, offering indirect exposure to economic expansion and other disruption to supply and demand dynamics. Commodities diversify risk and capitalize on global economic trends, thereby strengthening our portfolio's resilience and potential for long-term performance.
Bitcoin
Bitcoin serves as a digital store of value, offering a decentralized alternative to traditional assets like gold. As a pioneer in blockchain technology, Bitcoin offers significant growth potential, attracting both institutional and retail investors. We've strategically included Bitcoin in our portfolio to capitalize on its unique qualities and participate in the growing digital asset ecosystem further encouraged by the introduction of bitcoin ETPs, its acceptance as a means of payment and adoption by professional investors.