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Fund selection

Hotep Global Flexible A Fund

Through the use of a flexible asset allocation, this fund aims to achieve a steady performance by participating in rising markets as well as limiting the equity exposure in bear markets

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http://www.bloomberg.com/quote/HOTGFAE:LX
2016
YTD (Year to date)-2.53%
MTD (Month to date)+0.20%
Yearly volatility8.35%
YearReturn
2015+2.48%
2014+7.74%
2013+4.34%
2012+9.99%
Value: 
€131.55
Date: 
Tuesday 6 September 2016
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Holdings

Flexible

Through the use of an internal proprietary model, this strategy aims to achieve a steady performance in all market circumstances. Equity ratio can fluctuate between 20% and 80%.

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2016
Year to Date+3.33%
Month to Date+0.66%
Yearly volatility7.1%
YearsPerformances
2015+7.85%
2014+5.01 %
2013+8.37 %
2012+11.10 %
Value: 
€126.82
Date: 
Wednesday 31 August 2016
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Structured Products

Structured Global Opportunities Fund

The fund aims to achieve a attractive return with a low volatility. It mainly invests in bonds, options and structured products on the basis of a global macro economic approach.

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http://www.bloomberg.com/quote/SIFTROP:LX
2016Performances
YTD-1.31%
MTD+0.69%
Yearly volatility8.4%
YearsPerformances
2015+0.83%
2014+7.51%
2013+7.04%
2012+15.55%
Value: 
€112.07
Date: 
Wednesday 7 September 2016
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Passive Management

Indexed Global Opportunities Fund

The fund has an aggressive profile (minimum 80% equities). The fund is broadly diversified geographically and passively follows worldwide market indices . The allocation to equities or bonds is taken on the basis of expected returns of different asset classes.

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2016
YTD-5.10%
MTD+3.87%
Yearly volatility18.0%
YearsPerformances
2015+9.04%
2014+24.06%
2013+32.29%
2012+20.44%
Value: 
€1 016.00
Date: 
Tuesday 31 May 2016
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Holding

100%

Through the use of an internal proprietary model, this strategy focuses on selecting the best and most undervalued listed family owned holdings. The equity ratio can fluctuate between 80% and 100%.

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2016
Year to Date+ 10.04%
Month to Date+ 2.98%
Yearly volatility15.9%
YearsPerformances
2015+16.90%
Value: 
€128.00
Date: 
Wednesday 31 August 2016