Tramondo Dynamic Equity Europe (UCITS)
European defensive equity. Active risk management.
Conservative equity approach that participates in equity markets while ensuring the preservation of capital in turbulent times.
Cumulative fund performance
Latest reporting document
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Key fund figures1
We cannot direct the wind..
In the long term, equities can generate very attractive returns, but they are subject to massive market fluctuations that are difficult to predict.
A buy & hold strategy carries the risk for investors to suffer large price losses during stock market crashes.
This would erode the asset base essential for generating attractive returns in the long term.
.. but we can adjust the sails.
Tramondo Dynamic Equity Europe pursues a conservative equity approach that participates in equity markets while ensuring the preservation of capital in turbulent times.
“But the point is not that Europe is perfect. It’s simply that it’s a lot better than many investors think.”
– Financial Times
Fund strategy and investment approach at a glance
Performance engine
- Access to a European portfolio of leading, high-quality companies with the most attractive business models or most promising innovations
- Focus on stock selection using a disciplined fundamental («good story») and technical analysis («good chart») model
- Inclusion of ESG criteria in the portfolio context
Drawdown protection
- Active management of the underlying market risk through the use of exchange-traded futures contracts
- Discretionary decision based on a systematic traffic light system
Crucial hedging steps of 25% each to achieve an impact
Additional fund information (Liechtenstein Fund Association, LAVF)
Additional Information
Equity
Tramondo Dynamic Equity Opportunities (UCITS)
Defensive global equity strategy with active risk management
Equity
Tramondo Dynamic Equity Opportunities (UCITS)
Defensive global equity strategy with active risk management
Equity
Tramondo Dynamic Equity Europe (UCITS)
Defensive Europe equity strategy with active risk management
Equity
Tramondo Dynamic Equity Europe (UCITS)
Defensive Europe equity strategy with active risk management
Equity
Tramondo Premium Equity Selection (UCITS)
Global equity portfolio offering exposure to structural trends
Equity
Tramondo Premium Equity Selection (UCITS)
Global equity portfolio offering exposure to structural trends
Fixed Income
Tramondo Credit Opportunities (UCITS)
Cost-efficient and simple access to the most exciting investment ideas in the bond market
Fixed Income
Tramondo Credit Opportunities (UCITS)
Cost-efficient and simple access to the most exciting investment ideas in the bond market
Fixed Income
Tramondo Defensive Income (UCITS)
Cost-efficient access to the global universe of high quality corporate and government bonds
Fixed Income
Tramondo Defensive Income (UCITS)
Cost-efficient access to the global universe of high quality corporate and government bonds
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