Tramondo Dynamic Equity Opportunities (UCITS)
Global defensive equity. Active risk management.
Conservative equity approach that participates in equity markets while ensuring the preservation of capital in turbulent times
Please see important disclosures further down the page.
Cumulative fund performance
Key documents
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Key fund figures
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 Opportunities pursues a conservative equity approach that participates in equity markets while ensuring the preservation of capital in turbulent times.
Available as an income strategy that offers a real alternative to traditional investment concepts.
“The key to making money in stocks is not to get scared out of them”
– Peter Lynch
Fund strategy and investment approach at a glance
Performance engine
- Access to a global 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
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
Press release: Approval for public distribution in Switzerland
Additional fund information (Liechtenstein Fund Association, LAVF)
Videos
Strategies & Markets
Additional Information
The last three-year rating was out of 2291 and the last five-year rating was out of 1560 Large-Cap Growth Equity funds as of the latest reporting date. They are based on the USD I share class only; other classes may have different performance characteristics.
The Morningstar RatingTM for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed- end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Tramondo UCITS SICAV – Dyn Eq Opp USD I was rated against the following numbers of Global Large-Cap Growth Equity funds over the following time periods: 2291 funds in the last three years and 1560 funds in the last five years. The rating is based only on three or five years and is for the USD I share class only; other classes may have different performance characteristics. Past performance is no guarantee of future results.
© 2024 Morningstar, Inc. All rights reserved. The information contained herein:
(1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this 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 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
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
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