Phanar Electrum Active Allocation – UCITS Fund

Advantages of this fund

Managing your investments in a fund framework

Employing a strategy executed via Exchange Traded Funds (ETFs) which give well-defined securities market exposures and are comparatively inexpensive to trade

Allowing investors to gain exposure to fixed income, equity and commodities markets in a liquid and cost-efficient manner

Why Phanar Electrum Active Allocation?

The three sources of investment portfolio returns are the investment policy portfolio, active allocation across assets, and security selection.

The three sources of investment portfolio returns are the
investment policy portfolio,
active allocation across assets,
and security selection.

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Investment portfolio return

Long-term investment policy

Long-term investment policy: Because it indicates long-term risk and return expectations, the investment policy is not typically changed. Active portfolio management may vary asset allocation, security selection or both.

Security selection

Security selection: When security return correlations are high as they often are, security selection has little influence on portfolio return.

Active asset allocation

Asset returns typically vary a great deal, reflecting both assets’ characteristics and differences in economic conditions across regions. For this reason, there are usually many opportunities to add value via active asset allocation.

Investment portfolio return

Long-term investment policy

Security selection

Active asset allocation

  • Long-term investment policy: Because it indicates long-term risk and return expectations, the investment policy is not typically changed.
  • Active portfolio management may vary asset allocation, security selection or both.

– Security selection: When security return correlations are high as they often are, security selection has little influence on portfolio return.

– Active asset allocation: Asset returns typically vary a great deal, reflecting both assets’ characteristics and differences in economic conditions across regions. For this reason, there are usually many opportunities to add value via active asset allocation.

 

UCITS is available to both private individuals and institutions in the following countries: Austria, Greece, Liechtenstein, Switzerland, United Kingdom

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Short risk warning / disclaimer: The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment.
Past performance is not a reliable indicator of future performance. Phanar Asset Management (UK) Limited is authorised and regulated by the Financial Conduct Authority (FRN 747254)

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