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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
2017
YTD (Year to date)+1.24%
MTD (Month to date)-0.54%
Yearly volatility3.88%
YearReturn
2016-0.04%
2015+2.48%
2014+7.74%
2013+4.34%
2012+9.99%
Value: 
€136.57
Date: 
Friday 30 June 2017
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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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2017
Year to Date+5,21%
Month to Date-0,49%
Yearly volatility7.27%
YearsPerformances
2016+6.40%
2015+7.85%
2014+5.01 %
2013+8.37 %
2012+11.10 %
Value: 
€137.39
Date: 
Friday 30 June 2017
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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
2017Performances
YTD+1.51%
MTD-0.21%
Yearly volatility5.2%
YearsPerformances
2016+2.05%
2015+0.83%
2014+7.51%
2013+7.04%
2012+15.55%
Value: 
€117.64
Date: 
Friday 30 June 2017
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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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2017
YTD+9.46%
MTD+1.47%
Yearly volatility18.0%
YearsPerformances
2016+2.58%
2015+9.04%
2014+24.06%
2013+32.29%
2012+20.44%
Value: 
€1 243.60
Date: 
Wednesday 31 May 2017
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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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2017Performances
Year to Date+13.92%
Month to Date-0.24%
Yearly volatility15.9%
YearsPerformances
2016+14.82%
2015+16.90%
Value: 
€152.16
Date: 
Friday 30 June 2017