Abstract Background

Dynamic Asset Allocation

Dynamic Bonds

Strategy´s Purpose

For Fixed Income Investors

Investment Process

1. First step

Construction three portfolios : Defensive, Balanced and Positive, with different credit risk, duration levels and asset classes exposure limits.

 

These three different portfolios employ USD denominated ETFs.

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Real Results
Since April 2019

Fixed Income strategy able provide a solid risk adjusted returns by actively managing both duration and credit risk. Targeting high yield returns with investment grade risk.

2. Second Step

The strategy systematically manages the fixed income allocation, shifting it systematically in progressive steps between the three portfolios, following our “Global Fixed Income Risk Indicator” .

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YEAR

Dynamic Bonds

Balanced Portfolio

MSCI World

2020

10.6%

5.0%

4.5%

1 Y

2.6%

7.6%

5.0%

2021 (YDT)

2.3%

1.3%

3.0%

Contact us

For general questions, please write us here:

Our Locations

EyePerformance Technology S.L.

Calle Velazquez 126
28006 Madrid, Spain.

EyePerformance AG
Bundesstrasse 5
6300 Zug, Switzerland.